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Consultant: SRFP Section 3. Technical Proposal

3A. Technical Proposal submission form. 

3B. Firm's references. 

3C. Comments and suggestions of consultants on the Terms of Reference and on data, services, and facilities to be provided by the Client. 

3D. Description of the methodology and work plan for performing the assignment. 

3E. Team composition and task assignments. 

3F. Format of curriculum vitae (CV) for proposed professional staff. 

3G. Time schedule for professional personnel. 

3H. Activity (work) schedule.


3A.  TECHNICAL PROPOSAL SUBMISSION FORM
[Location, Date]

To: [Name and address of Client]

Ladies/Gentlemen:

We, the undersigned, offer to provide the consulting services for [Title of consulting services] in accordance with your Request for Proposal dated [Date] and our Proposal.  We are hereby submitting our Proposal, which includes this Technical Proposal, and a Financial9  Proposal sealed under a separate envelope.

If negotiations are held during the period of validity of the Proposal, i.e., before [Date] we undertake to negotiate on the basis of the proposed staff.  Our Proposal is binding upon us and subject to the modifications resulting from Contract negotiations.

 We understand you are not bound to accept any Proposal you receive.

 We remain,

Yours sincerely,
Authorized Signature:
Name and Title of Signatory:
Name of Firm:
Address:

 




3B. FIRM'S REFERENCES

Relevant Services Carried Out in the Last Five Years
That Best Illustrate Qualifications

Using the format below, provide information on each reference assignment for which your firm/entity, either individually as a corporate entity or as one of the major companies within an association, was legally contracted.
 

Assignment Name:  Country:
Location within Country:  Professional Staff Provided by Your Firm/entity(profiles):
Name of Client:  No. of Staff:
Address:  No. of Staff-Months; duration of assignment:
Start Date (Month/Year):  Completion Date (Month/Year):Approx. Value of Services (in Current US$):
Name of Associated Consultants, if any:  No. of Months of Professional Staff Provided by Associated Consultants: 
Name of Senior Staff (Project Director/Coordinator, Team Leader) involved and functions performed: 
Narrative Description of Project: 
Description of Actual Services Provided by Your Staff: 




3C.  COMMENTS AND SUGGESTIONS OF CONSULTANTS ON THE TERMS OF REFERENCE AND ON DATA, SERVICES, AND FACILITIES
TO BE PROVIDED BY THE CLIENT

On the Terms of Reference:

1.

2.

3.

4.

5.

On the data, services, and facilities to be provided by the Client

1.

2.

3.

4.

5.



3D. DESCRIPTION OF THE  METHODOLOGY AND
WORK PLAN FOR PERFORMING THE ASSIGNMENT

 



3E. TEAM COMPOSITION AND TASK ASSIGNMENTS

 
1. Technical/Managerial Staff
Name
Position
Task
2. Support Staff 
Name
Position
Task



3F.  FORMAT OF CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL STAFF

Proposed Position: ______________________________________________________________________________

Name of Firm: _________________________________________________________________________________

Name of Staff: _________________________________________________________________________________

Profession: ___________________________________________________________________________________

Date of Birth: _________________________________________________________________________________

Years with Firm/entity: Nationality: _________________________________________________________________

Membership in Professional Societies: ______________________________________________________________

Detailed Tasks Assigned: _______________________________________________________________________

Key Qualifications:

[Give an outline of staff member's experience and training most pertinent to tasks on assignment.  Describe degree of responsibility held by staff member on relevant previous assignments and give dates and locations.  Use about half a page.]

____________________________________________________________________________________________

Education:

[Summarize college/university and other specialized education of staff member, giving names of schools, dates attended, and degrees obtained.  Use about one quarter of a page.]

_____________________________________________________________________________________________

Employment Record:

[Starting with present position, list in reverse order every employment held.  List all positions held by staff member since graduation, giving dates, names of employing organizations, titles of positions held, and locations of assignments.  For experience in last ten years, also give types of activities performed and client references, where appropriate.  Use about two pages.]

_____________________________________________________________________________________________

Languages:

[For each language indicate proficiency: excellent, good, fair, or poor in speaking, reading, and writing.]

_____________________________________________________________________________________________

Certification:

I, the undersigned, certify that to the best of my knowledge and belief, these data correctly describe me, my qualifications, and my experience.

______________________________________________________ Date:_____________________
[Signature of staff member and authorized representative of the Firm] Day/Month/Year

Full name of staff member:______________________________________

Full name of authorized representative: _____________________________



3G.  TIME SCHEDULE FOR PROFESSIONAL PERSONNEL

 
Months (in the form of a Bar Chart)
Name
Position
Reports Due/Activities
1
2
3
4
5
6
7
8
9
10
11
12
Number of Months
Subtotal (1)
Subtotal (2)
Subtotal (3)
Subtotal (4)

Full-time: __________________________ Part-time: _________________________
Reports Due: _______________________
Activities Duration: ___________________
Signature: ___________________
(Authorized Representative)

Full Name: __________________
Title: _______________________
Address: ____________________


3H. ACTIVITY (WORK) SCHEDULE

A. Field Investigation and Study Items
 
[1st, 2nd, etc. are months from the start of assignment]
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
Activity (Work)
_________
_________
_________
_________

B. Completion and Submission of Reports
 

ReportsDate
1. Inception Report

2. Interim Progress Report

(a) First Status Report
(b) Second Status Report

 
3. Draft Report
4. Final Report

 

  Section 2. Information to Consultants | Section 4. Financial Proposal 

 

Footnotes:

9. In Quality-Based Selection, the proposal may include only a Technical Proposal.  If this is the case, delete "and a Financial Proposal sealed under a separate envelope."