ADDENDUM No. 2
ZRA/PSU/CS/20/2016: REQUEST FOR TECHNICAL PROPOSALS FOR THE APPOINTMENT OF ARCHITECTURAL,
QUANTITY SURVEYING AND ENGINEERING CONSULTANTS FOR THE DESIGN AND SUPERVISION OF THE
PROPOSED CONSTRUCTION OF THE ZAMBIA REVENUE AUTHORITY (ZRA) MULTI STOREY NEW ULTRA
MODERN HEAD OFFICE.
__________________________________________________________________________________________
(1) Clause 3.8: what is meant by the fee must be valid for 1 year of the contract? Will it escalate
thereafter and if so at what rate?
Response
This will be determined at contract negotiation stage.
(2) What is expected to see in the Time schedule for key personnel?
Response
We can’t comment on this matter in detail but it relates to how well you understand the scope
referenced against personnel inputs.
(3) What is expected to see in the Activity schedule?
Response
We are precluded from commenting as above.
(4) Form 4E: “Reimbursement of an activity” what information is needed on this form?
Response
We are precluded from commenting as above.
(5) Some of the members do not have 2015 audited results yet; will 2012, 2013 and 2014
suffice?
Response
Yes
(6) Is membership with ZIA, SIZ, EIZ/NCC/Association of consulting Engineers compulsory; if so
will proof of an application to such body suffice?
Response
Refer to Addendum No.1 which was earlier issued on this matter.
(7) Will a membership of “The Engineering Registration Board” be accepted instead of any of the
mentioned bodies?
Response
Yes. Also note that for one to be a member of ERB, you must be a member of EIZ(Engineering
Institute of Zambia)
(8) There seems to be no organization in Zambia for Project Managers; will a membership with
the Project Management Association of South Africa (PMSA) meet the requirements for the
team leader?
Response
Section 3. Technical Proposal – Standard Forms
Refer to Addendum No. 1 which was earlier issued on this matter. (See attached below)
(9) Can we use our own Power of Attorney template since this is not included?
Response
Yes, as long as it is properly issued and witnessed by at least 2 Senior Officers.
(10)If the current PI of a company is lower than what is required, will a letter of insurance
company stating that the PI can be increased on appointment suffice?
Response
Bidders are advised to comply with the stated instructions.
(11)Will a bond of K25,000.00 from Stanbic bank be accepted as bid security?
Response
Any registered Financial Institution is acceptable.
(12)Will it be accepted to fix the post contract fees to the contract duration that we will include
in our bid?
Response
Yes
(13)When and how can we get the proof that we attended the compulsory site visit on 7th
October, 2016; we assume this is a requirement and should be included in our tender
submission?
Response
Bidders that have been to the site are encouraged to collect the certificates from ZRA.
(14)Your responses included names or sources who requested clarifications which, in our opinion,
is not in accordance with standard procurement procedures
Response
Your observation is highly noted.
(15)
There is a misunderstanding on the Team Leader or Project Manager. We still insist that
the one referred to and the qualifications mentioned cannot be part of the consulting Team
as listed but has to be appointed directly by the Client as their representative. He is part of
the Client Project Management Team. In fact he should have been in place even much earlier
to be in charge of the proceedings on behalf of the Client. Please check Regulation 145.
It is also true in countries where project management is formalized and controlled by
legislation, such project managers are directly appointed by the Client and they manage other
consultants including the contractor. They are not part of the consulting team as listed but
part of the Project Management Team of the Client to avoid conflict of interest. In some
donor funded projects, they are called Technical Advisers (TAs). It is either an individual or a
firm of consultants but directly appointed by the Client
Response
Kindly adhere to the requirements specified.
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Section 3. Technical Proposal – Standard Forms
(16)There is no requirement for Bid Security for Consulting Services in the ZPPA Regulations. The
regulation quoted 55(1) is for Works. The regulations for consulting services start at 77 and
no reference is made to any bid security
Response
The intention of the legislators was to cure a specific evil in all aspects of procurement and not a
section of it. Thus the express provision “in order to deter irresponsible bids and encourage bidders
to fulfill the conditions of their bids”. Had the intention been different, it would have been clearly
stated as compared and contrasted against regulation 127 on performance security where
discrimination on such account is provided for. We encourage all bidders to provide the requested
information as failure to do so will render the bid nonresponsive.
(17)The use of Clerk of Works or Resident Architect or Engineer is supported by legislation “where
constant supervision of work is required” like the proposed project. It cannot be optional but
is must and can also affect the financial proposals of the bidding firms. The project should not
be allowed to start on site without a Clerk of Works or Resident Engineer etc. being assigned
for such a big project and if it has been done elsewhere, then it is wrong. See CAP 442,
Statutory Instrument No.106 of 1999, Second Schedule PART I concerning inspection and
supervision of the works by Architects. The term ‘Shoddy Works” should not be in the public
domain if rules are being adhered to from the start and for such a project there is simply no
excuse.
Response
Kindly note that the clerk of works will be engaged at the construction stage.
(18)
There has been some guidance given to some line Ministries dealing with civil and building
works concerning inclusion of price adjustment clause in all new contracts and the request is
to make it applicable to the proposed contract as well. This was a result of what was
experienced last year which adversely affected the implementation of most of the projects
which were using the ZMW as the currency. ZPPA guidance could specifically be requested.
Response
Kindly note that ZPPA issues circulars from time to time whenever a new development requires
communication to various Procurement Entities. We are yet to receive it.
NOTE:
THE CLOSING DATE FOR THIS TENDER HAS BEEN EXTENDED TO FRIDAY, 18TH NOVEMBER, 2016 AT
10:00 HOURS.
ATTACHED TOO ARE THE LATEST TECHNICAL PROPOSAL TEMPLATES TO BE USED IN THIS TENDER
FOR YOUR REFERENCE.
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ADDENDUM No. 1
This information is meant to assist all bidders that might not have received the first
Addendum. Below were the questions and responses.
Query Number 1
1. The Team Leader for such similar works is normally an Architect and there is a
rationale behind it but if an independent expert is required, the experts from allied
professions (Architect, Engineer, and Quantity Surveyor) would be most suitable with
probably a post graduate qualification in project management or similar like Master’s
Degree.
The requested firm of project management and an expert with minimum Bachelor’s
Degree in Project Management to head the consulting team may not achieve the
desired result apart from adding avoidable cost.
Response
The Team has evaluated all the valid suggestions and comments from the bidders
on this matter. The conclusion however, is that the qualifications be left as
provided for in the RFP.
2. The reference to RIBA qualifications for an Architect is not as per existing Law in
Zambia and is unnecessary discrimination. The legislation only refers to the Zambia
Institute of Architects
Response
The Team agreed with your submission and the requirement for RIBA has been
removed to comply with the existing law in Zambia.
3. The Client to consider having the pre-contract services to be Lump sum contract and
the Supervision services to be time based as per works contract to be later signed
with the successful bidder. This makes the supervision effective and is in consistence
with other similar contracts and removes all perceived problems between consultants
and contractors. The milestones achievement works properly for pre-contract services
but supervision is time based and incase the works are not completed in the foreseen
time, the defaulting party takes over the cost of supervision which could be reflected
in the Special Conditions
Response
The lump sum contract is advised. However, the consultants must be clear in
terms of pricing of the pre contract services and post contract service in the
Financial Proposal.
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4. The requested bid security is not a standard practice for consultants’ tenders including
the international ones and there is a rationale behind it. ZPPA is encouraging to use
the Bid Declaration Format to allow the maximum participation of Local firms and
most appropriate for consultants.
Response
Procurement is administered through legislation enacted by government.
Therefore, the aspect of Bid Security is provided for in regulation 55 (1) of the
public procurement regulation statutory instrument No.63 of 2011. As clearly
stated, all procurements must be accompanied by a valid Bid Security. ZRA
therefore stands with that provision.
5. All the requested firms have the amount of professional Indemnity indicated
separately. Is the Client going to sign separate contracts with each Firm? Or the Lead
firm will be responsible to the Client and sign separate sub-contracts with other firms?
The standard practice is to have one firm responsible to the Client as the Lead Firm
and will in turn hold the sub-consultants accountable to their various works and
specialization. Why should the Professional indemnity for architects be higher than the
others when their role as Lead Firm is not there?
Response
Professional indemnity for Architects, Engineering and other related services still
remain unchanged. The indemnity for the Team Leader is lower than the rest
because their role is only limited to the Project Manager.
6. The format of RFP seems to be old version and is not consistence with the latest
version being used for similar works especially for GRZ and other connected
institutions. Advice from ZPPA could be useful.
Response
The new RFP will be circulated and uploaded onto the ZRA site immediately.
However, all other qualifying information remains unchanged.
7. It has been noted that whenever works for GRZ and other related institutions have a
problem during execution, the opinion of the Director of Buildings under the Ministry
of Works and Supply is always sought by the monitoring institutions. It could be
useful to get some advice for the RFP especially the ToR as they deal with many such
similar projects.
Response
The matter is noted though it would have been very helpful if specificity could be
applied when making reference. However, all matters of disputes will be
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Section 3. Technical Proposal – Standard Forms
addressed in accordance with the provisions of arbitration described in the
contract.
8. We propose that the Resident Engineer to be based full time on site be included and
Expert F and G on page 41 to be one. RE is vital for quality control for such works
Response
Inclusion of the resident engineer on the consortium is not mandatory but can be
included on the team at the discretion of the consultant.
Query Number 2: QUESTIONS/REQUESTS ON TENDER NO. ZRA/PSU/CS/20/16
1) Confirm that there is not restriction to the use of the same sub consultants by two or
more lead consultants. For example, lead consultants using the same Quantity
Surveyor or Services Engineer.
Response
There is no exclusivity clause whatsoever.
2) Clarify the role of Project Manager in this type of tender and why a Certificate in
Project management is a must (as opposed to being an advantage) when architects and
Engineers are traditionally project managers in their respective fields i.e. managing of
construction projects. Educate us further on Prince 2 Methodology and its relevance
to this tender. Our view is that a team leader who could be either an architect or
Engineer, could manage the project (manage other associated consultants and later the
contractor) since it is for an identified specific use.
Response
ZRA simply wants someone with a formal qualification in Project Management and
with the knowledge applying Prince 2 in the management of the entire project. The Role
of the Project Manager is to manage the other consultants involved and anyone can be
the PM as long as they have the attributes stated.
3) Could the number of years for sub consultants not be reduced from 10 years to around
5 years as long as the principal consultant of the firm has 10 or 15 years of experience
(as requested for the firm)? This could still achieve the intended purpose of achieving
quality through experience, will broadening the level of participation among the
consultants.
Response
The requirement is on the level of experience of the firm and not an individual and
therefore , the number of years of experience of the firm cannot be waived. It remains as
indicated.
4) Could we not do away with the Environmental Health and Safety Expert If the Social
and Environmental Impact Assessment Expert could do his work?
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Section 3. Technical Proposal – Standard Forms
Response
If the specified expert meets the requirements then it’s a ‘yes’.
Query Number 3:
We have two queries arising from the tender document.
1. The Engineering Institute of Zambia (EIZ) membership is the only statutory required
registration for engineers in Zambia. Membership to the Association of Consulting
Engineers (ACEZ) is not a statutory requirement. Will experts with membership with
EIZ but not ACEZ be acceptable?
Response
Acceptable Yes
2. In the case of a firm associating with another firm to enable them meet the minimum
requirements; one of the firms will have membership with EIZ, ZIA etc... but the other
consortium partner may not have these Zambian registrations. Will a
consortium/association of firms with one registered with EIZ, ZIA and another
registered with an equivalent body be acceptable?
Response

The consortium should conform to the laws and regulations of Zambian practice
governing joint ventures of local and foreign firms in the provision of consultancy
services.

Joint venture Agreement submitted and properly issued in case of a submission
by a (Joint Venture
The Bid shall include a copy of the agreement entered into by the joint venture
partners defining the division of assignments to each partner and establishing that
all partners shall be jointly and severally liable for the execution of the Contract in
accordance with the Contract terms; alternatively, a Letter of Intent to execute a
joint venture agreement in the event of a successful bid shall be signed by all
partners and submitted with the bid, together with a copy of the proposed
agreement;
one of the partners shall be nominated as being in
charge, authorized to incur
liabilities, and receive instructions for and on behalf of any and all partners of the
joint venture; and
The execution of the entire Contract, including payment, shall be done exclusively
with the partner in charge



All pages of the original Technical and Financial Proposal shall be initialled by the same
authorized representative of the Consultant who signs the Proposal.
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Section 3. Technical Proposal – Standard Forms
TECHNICAL PROPOSAL TEMPLATES
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Section 3. Technical Proposal – Standard Forms
TECHNICAL PROPOSAL SUBMISSION FORM
{Location, Date}
To:
[Name and address of Client]
Dear Sirs:
We, the undersigned, offer to provide the consulting services for [Insert title of
assignment] in accordance with your Request for Proposals dated [Insert Date] and our
Proposal. [Select appropriate wording depending on the selection method stated in the RFP:
“We are hereby submitting our Proposal, which includes this Technical Proposal and a
Financial Proposal sealed in a separate envelope” or, if only a Technical Proposal is invited
“We hereby are submitting our Proposal, which includes this Technical Proposal only in a
sealed envelope.”].
{If the Consultant is a joint venture, insert the following: We are submitting our
Proposal a joint venture with: {Insert a list with full name and the legal address of each
member, and indicate the lead member}. We have attached a copy {insert: “of our letter of
intent to form a joint venture” or, if a JV is already formed, “of the JV agreement”} signed by
every participating member, which details the likely legal structure of and the confirmation of
joint and severable liability of the members of the said joint venture.
{OR
If the Consultant’s Proposal includes Sub-consultants, insert the following: We are submitting
our Proposal with the following firms as Sub-consultants: {Insert a list with full name and
address of each Sub-consultant.}
We hereby declare that:
(a)
All the information and statements made in this Proposal are true and we
accept that any misinterpretation or misrepresentation contained in this
Proposal may lead to our disqualification by the Client and/or may be
sanctioned by ZPPA.
(b)
Our Proposal shall be valid and remain binding upon us for the period of time
specified in the Data Sheet, Clause 12.1.
(c)
We have no conflict of interest in accordance with ITC 3.
(d)
We meet the eligibility requirements as stated in ITC 6, and we confirm our
understanding of our obligation to abide by the Government’s policy in regard
to corrupt and fraudulent practices as per ITC 5.
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Section 3. Technical Proposal – Standard Forms
(e)
[Note to Client: Only if required in ITC10.2 (Data Sheet 10.2), include the
following: In competing for (and, if the award is made to us, in executing) the
Contract, we undertake to observe the laws against fraud and corruption,
including bribery, in force in the country of the Client.]
(f)
Except as stated in the Data Sheet, Clause 12.1, we undertake to negotiate a
Contract on the basis of the proposed Key Experts. We accept that the
substitution of Key Experts for reasons other than those stated in ITC Clause
12 and ITC Clause 28.4 may lead to the termination of Contract negotiations.
(g)
Our Proposal is binding upon us and subject to any modifications resulting
from the Contract negotiations.
We undertake, if our Proposal is accepted and the Contract is signed, to initiate the
Services related to the assignment no later than the date indicated in Clause 30.2 of the Data
Sheet.
We understand that the Client is not bound to accept any Proposal that the Client
receives.
We remain,
Yours sincerely,
Authorized Signature {In full and initials}:
Name and Title of Signatory:
Name of Consultant (company’s name or JV’s name):
In the capacity of:
Address:
Contact information (phone and e-mail):
{For a joint venture, either all members shall sign or only the lead member, in which
case the power of attorney to sign on behalf of all members shall be attached}
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Section 3. Technical Proposal – Standard Forms
CONSULTANT’S ORGANIZATION AND EXPERIENCE
Form TECH-2: a brief description of the Consultant’s organization and an outline of the
recent experience of the Consultant that is most relevant to the assignment. In the case of a
joint venture, information on similar assignments shall be provided for each partner. For each
assignment, the outline should indicate the names of the Consultant’s Key Experts and Subconsultants who participated, the duration of the assignment, the contract amount (total and, if
it was done in a form of a joint venture or a sub-consultancy, the amount paid to the
Consultant), and the Consultant’s role/involvement.
A - Consultant’s Organization
1. Provide here a brief description of the background and organization of your company, and
– in case of a joint venture – of each member for this assignment.
2. Include organizational chart, a list of Board of Directors, and beneficial ownership
B - Consultant’s Experience
1. List only previous similar assignments successfully completed in the last [.....] years.
2. List only those assignments for which the Consultant was legally contracted by the Client
as a company or was one of the joint venture partners. Assignments completed by the
Consultant’s individual experts working privately or through other consulting firms cannot be
claimed as the relevant experience of the Consultant, or that of the Consultant’s partners or
sub-consultants, but can be claimed by the Experts themselves in their CVs. The Consultant
should be prepared to substantiate the claimed experience by presenting copies of relevant
documents and references if so requested by the Client.
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Section 3. Technical Proposal – Standard Forms
Duration
Assignment name/& brief
description of main
deliverables/outputs
{e.g.,
{e.g., “Improvement
Jan.2009– quality of...............”:
Apr.2010} designed master plan for
rationalization of ........; }
{e.g., JanMay
2008}
{e.g., “Support to subnational government.....” :
drafted secondary level
regulations on..............}
Name of Client
& Country of
Assignment
Approx.
Contract value
(in US$
equivalent)/
Amount paid to
your firm
Role on the
Assignment
{e.g., Ministry of
......, country}
{e.g., US$1
mill/US$0.5 mill}
{e.g., Lead
partner in a JV
A&B&C}
{e.g.,
municipality
of........., country}
{e.g., US$0.2
mil/US$0.2 mil}
{e.g., sole
Consultant}
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Section 3. Technical Proposal – Standard Forms
COMMENTS AND SUGGESTIONS ON THE TERMS OF REFERENCE, COUNTERPART
STAFF, AND FACILITIES TO BE PROVIDED BY THE CLIENT
Form TECH-3: comments and suggestions on the Terms of Reference that could improve the
quality/effectiveness of the assignment; and on requirements for counterpart staff and facilities,
which are provided by the Client, including: administrative support, office space, local
transportation, equipment, data, etc.
A - On the Terms of Reference
{improvements to the Terms of Reference, if any}
B - On Counterpart Staff and Facilities
{comments on counterpart staff and facilities to be provided by the Client. For example,
administrative support, office space, local transportation, equipment, data, background
reports, etc., if any}
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Section 3. Technical Proposal – Standard Forms
DESCRIPTION OF APPROACH, METHODOLOGY, AND WORK PLAN IN
RESPONDING TO THE TERMS OF REFERENCE
Form TECH-4: a description of the approach, methodology and work plan for performing the
assignment, including a detailed description of the proposed methodology and staffing for
training, if the Terms of Reference specify training as a specific component of the assignment.
{Suggested structure of your Technical Proposal (in FTP format):
a) Technical Approach and Methodology
b) Work Plan
c) Organization and Staffing}
a)
Technical Approach and Methodology. {Please explain your understanding of the
objectives of the assignment as outlined in the Terms of Reference (TORs), the
technical approach, and the methodology you would adopt for implementing the tasks
to deliver the expected output(s), and the degree of detail of such output. Please do not
repeat/copy the TORs in here.}
b)
Work Plan. {Please outline the plan for the implementation of the main
activities/tasks of the assignment, their content and duration, phasing and
interrelations, milestones (including interim approvals by the Client), and tentative
delivery dates of the reports. The proposed work plan should be consistent with the
technical approach and methodology, showing your understanding of the TOR and
ability to translate them into a feasible working plan. A list of the final documents
(including reports) to be delivered as final output(s) should be included here. The
work plan should be consistent with the Work Schedule Form.}
c)
Organization and Staffing. {Please describe the structure and composition of your
team, including the list of the Key Experts, Non-Key Experts and relevant technical
and administrative support staff.}
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Section 3 – Technical Proposal – Standard Forms
WORK SCHEDULE AND PLANNING FOR DELIVERABLES
N°
D-1
Deliverables 1 (D-..)
Months
1
2
3
4
5
6
7
8
9
.....
n
TOTAL
Report A
1) data collection/inception report
2) preliminary draft designs
3) submission of final designs and
drawings to Client
D-2 {e.g., Deliverable #2:...............}
Supervision
n
1
2
3.
List the deliverables with the breakdown for activities required to produce them and other benchmarks such as the Client’s approvals. For phased
assignments, indicate the activities, delivery of reports, and benchmarks separately for each phase.
Duration of activities shall be indicated in a form of a bar chart.
Include a legend, if necessary, to help read the chart.
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FORM TECH-6 (FOR FTP AND STP)
TEAM COMPOSITION, ASSIGNMENT, AND KEY EXPERTS’ INPUTS
N°
Name
Expert’s input (in person/month) per each Deliverable (listed in TECH-5)
Position
KEY EXPERTS
{e.g., Mr. Abbbb}
K-1
[Team
Leader]
D-1
[Home]
[Field]
[2 month]
[0.5 m]
D-2
[1.0]
[2.5]
D-3
........
D-...
Total time-input
(in Months)
Home
Field
Total
[1.0]
[0]
K-2
K-3
n
Subtotal
NON-KEY EXPERTS
N-1
[Home]
[Field]
N-2
n
Subtotal
Total
1
For Key Experts, the input should be indicated individually for the same positions as required under the Data Sheet ITC21.1.
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Section 3 – Technical Proposal – Standard Forms
2
3
Months are counted from the start of the assignment/mobilization. One (1) month equals twenty two (22) working (billable) days. One working (billable)
day shall be not less than eight (8) working (billable) hours.
“Home” means work in the office in the expert’s country of residence. “Field” work means work carried out in Zambia or any other country outside the
expert’s country of residence.
Full time input
Part time input
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Section 3 – Technical Proposal – Standard Forms
FORM TECH-6
(CONTINUED)
CURRICULUM VITAE (CV)
Position Title and No.
Name of Expert:
Date of Birth:
Country of Citizenship/Residence
{e.g., K-1, TEAM LEADER}
{Insert full name}
{day/month/year}
Education: {List college/university or other specialized education, giving names of
educational institutions, dates attended, degree(s)/diploma(s) obtained}
________________________________________________________________________
________________________________________________________________________
Employment record relevant to the assignment: {Starting with present position, list in
reverse order. Please provide dates, name of employing organization, titles of positions held,
types of activities performed and location of the assignment, and contact information of
previous clients and employing organization(s) who can be contacted for references. Past
employment that is not relevant to the assignment does not need to be included.}
Period
[e.g., May
2005present]
Employing organization and your
title/position. Contact infor for
references
[e.g., Ministry of ……,
advisor/consultant to…
Country
Summary of activities
performed relevant to
the Assignment
For references: Tel…………/email……; Mr. Hbbbbb, deputy
minister]
Membership in Professional Associations and Publications:
______________________________________________________________________
Language Skills (indicate only languages in which you can work): ______________
______________________________________________________________________
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Adequacy for the Assignment:
Detailed Tasks Assigned on Consultant’s
Team of Experts:
Reference to Prior Work/Assignments that
Best Illustrates Capability to Handle the
Assigned Tasks
{List all deliverables/tasks as in TECH- 5
in which the Expert will be involved)
Expert’s contact information: (e-mail …………………., phone……………)
Certification:
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications, and my experience, and I am available to undertake the
assignment in case of an award. I understand that any misstatement or misrepresentation
described herein may lead to my disqualification or dismissal by the Client, and/or sanctions
by ZPPA.
{day/month/year}
Name of Expert
Signature
Date
{day/month/year}
Name of authorized
Representative of the Consultant
(the same who signs the Proposal)
Signature
Date
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FORM FIN-1
FINANCIAL PROPOSAL SUBMISSION FORM
{Location, Date}
To:
[Name and address of Client]
Dear Sirs:
We, the undersigned, offer to provide the consulting services for [Insert title of
assignment] in accordance with your Request for Proposal dated [Insert Date] and our
Technical Proposal.
Our attached Financial Proposal is for the amount of {Indicate the corresponding to
the amount(s) currency(ies)} {Insert amount(s) in words and figures}, [Insert “including” or
“excluding”] of all indirect local taxes in accordance with Clause 25.1 in the Data Sheet. The
estimated amount of local indirect taxes is {Insert currency} {Insert amount in words and
figures} which shall be confirmed or adjusted, if needed, during negotiations. {Please note
that all amounts shall be the same as in Form FIN-2}.
Our Financial Proposal shall be binding upon us subject to the modifications resulting
from Contract negotiations, up to expiration of the validity period of the Proposal, i.e. before
the date indicated in Clause 12.1 of the Data Sheet.
Commissions and gratuities paid or to be paid by us to an agent or any third party
relating to preparation or submission of this Proposal and Contract execution, paid if we are
awarded the Contract, are listed below:
Name and Address
of Agents
Amount and
Currency
Purpose of Commission
or Gratuity
{If no payments are made or promised, add the following statement: “No commissions or
gratuities have been or are to be paid by us to agents or any third party relating to this
Proposal and Contract execution.”}
We understand you are not bound to accept any Proposal you receive.
We remain,
Yours sincerely,
Authorized Signature {In full and initials}:
Name and Title of Signatory:
Section 4 – Financial Proposal – Standard Forms
In the capacity of:
Address:
E-mail: _________________________
{For a joint venture, either all members shall sign or only the lead member/consultant,
in which case the power of attorney to sign on behalf of all members shall be
attached}
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Section 4 – Financial Proposal – Standard Forms
FORM FIN-2 SUMMARY OF COSTS
Cost
Item
Cost of the Financial Proposal
Including:
(1) Remuneration
(2) Reimbursables
(i)
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Section 4 – Financial Proposal – Standard Forms
FORM FIN-3 BREAKDOWN OF REMUNERATION
When used for Lump-Sum contract assignment, information to be provided in this Form shall only be used to demonstrate the basis
for the calculation of the Contract’s ceiling amount; to calculate applicable taxes at contract negotiations; and, if needed, to establish
payments to the Consultant for possible additional services requested by the Client. This Form shall not be used as a basis for
payments under Lump-Sum contracts
A. Remuneration
No.
Name
Position (as
in TECH-6)
Person-month
Remuneration
Rate
Time Input in
Person/Month
(from TECH-6)
Key Experts
K-1
[Home]
[Field]
K-2
Non-Key Experts
N-1
N-2
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Section 4 – Financial Proposal – Standard Forms
FORM FIN-4 BREAKDOWN OF REIMBURSABLE EXPENSES
When used for Lump-Sum contract assignment, information to be provided in this Form shall only be used to demonstrate the basis
for calculation of the Contract ceiling amount, to calculate applicable taxes at contract negotiations and, if needed, to establish
payments to the Consultant for possible additional services requested by the Client. This form shall not be used as a basis for
payments under Lump-Sum contracts
B. Reimbursable Expenses
N°
Type of Reimbursable
Expenses
Unit
{e.g., Per diem allowances**}
{Day}
{e.g., International flights}
{Ticket}
{e.g., In/out airport
transportation}
{e.g., Communication costs
between Insert place and Insert
place}
Unit Cost
Quantity
{Trip}
{ e.g., reproduction of reports}
{e.g., Office rent}
....................................
{Training of the Client’s
personnel – if required in TOR}
Total Costs
Legend:
“Per diem allowance” is paid for each night the expert is required by the Contract to be away from his/her usual place of residence.
Client can set up a ceiling.
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Section 4 – Financial Prop
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