AmeryHussein WritingSuccessfulProposals

Writing Winning Proposals
Session 8
September 12, 2007
Hussein Amery
Integrated Development Enterprise Associates
Workshop Overview
The workshop is designed to identify key

elements of effective bidding and providing
advice in preparing winning International
Financial Institution (IFI) Proposals.
Hussein Amery, Integrated Development Enterprise Associates

Writing Winning Proposals 2
Workshop Overview
The Bidding Cycle

Pre-qualification selection criteria
Getting Short-listed
Getting Ready to Bid
Writing winning proposals

International Competitive Bidding and
Public Procurement

The Multilateral Development
Banks (MDBs)
Asian Inter-American World African Caribbean European Bank
Development Development Bank Development Development for Reconstruction
Bank (ADB) Bank (IDB) (WB) Bank (AfDB) Bank (IDB) and Development
(EBRD)
Location: Location: Location: Location: Location: Location:
Manila Washington Washington Tunis Barbados London
Regional, resident Member 109 Regional, 7 regional offices, Member 32 regional offices
offices Country: 46 field, liaison offices one in London Countries: 25 Member
Member Borrowing Member Member Borrowing Countries: 60
Countries:62 Members: 26 Countries: 184 Countries: 77 Members:17 Borrowing
Borrowing Canadians on Borrowing Borrowing Canadians on Members:27
Members: 41 Staff: 25 Members:142 Members: 53 Staff: 1 Canadians on
Canadians on Canadian Canadians on Canadians on Canadian Staff: 1
Staff: 46 Participaton: Staff: 218 Staff: 9 Participaton: Canadian
Canadian voting power: 4% Canadian Canadian voting power: 9.5% Participaton:
Participation: permanent seat on Participation: Participaton: permanent seat on voting power: 3.4%
voting power: 4.6% 14-member Board voting power: 3.05% voting power: 3.3% 24 member Board permanent seat on
permanent seat on 5th place with permanent seat on 23-member Board
12-member Board 5 others 18-member Board
permanent seat on
24-member Board
www.adb.org www.iadb.org www.worldbank.org www.afdb.org www.caribank.org www.ebrd.com

ICB = International
Competitive Bidding (ICB)
IFIs generally operate under the principle of

International Competitive Bidding (ICB)
ICB makes the bidding process open
[principally] to respective member countries
Opportunities for non-competitive service
delivery is generally restricted to smaller [less
than $50,000]

Four Main Types of
Procurement
Procurement of Services
(Consulting / TA)
Procurement of Goods & Services
Equipment Goods & Equipment
Procurement of Civil
Works
Civil Works Information
Procurement of Technology
Information Technology

Know the Process: The
(World Bank) Project Cycle
See Page X in workbook for more information

Resource Documents Released
During WB Project Preparation
v al
p r o
tion on s /Ap
ca ti s al on
tif i a ra p ra
i a ti
I den Pr e p
Ap g oti
Ne
Monthly Project Staff Technical

Operational Information Appraisal Data Sheet
Summary Document Report
(TDS)
(MOS) Entry (PID) (SAR)

What Type of How to Find out More?
Who? (what information is
Project Cycle Opportunity? publicly available)
Short-term, individual WB/ADB MOS

Identification
Short-term, individual and WB/ADB and

MOS, PID
Preparation competitive Borrower
PAD/SAR, Project
Short-term, individual WB/ADB
Appraisal Proposals
-- WBIADB and
GPN
Negotiation Borrower
Implementation and Competitive (>US$ 200K) SPN/RFP, TDS

Borrower
Supervision and short-term individual
Evaluation Short-term,
Hussein Amery, Integrated Individual
Development
WB/ADB
Enterprise Associates
--

World Bank Opportunities
Consulting Services - Types of Assignments

Preinvestment studies: investigations which normally
precede decisions to go forward with specific
projects.
Preparation services: technical, economic, or other
work required to define a project and prepare it for
implementation.
Implementation services: construction supervision
and project management.
Technical assistance: wide range of advisory and
borrower support services.

World Bank Requests for
Expressions of Interest
Requests for Expressions of Interest for consultants hired
directly by the World Bank for its operational work* are now
published on eConsult as well as in UN Development
Business and the Development Gateway.
eConsult is a web-based solution that supports task teams in
the selection of consultants for operational work.
This site now allows consultants unregistered access to
its advertised notices. Consultants who want to express interest
for the assignments can do so by using this system.
This policy applies to the procurement of consulting firms when
the estimated contract amount is above US$ 50,000.
http://web.worldbank.org/WBSITE/EXTERNAL/EPROCUREME
NT/0,,menuPK:64140900~pagePK:64129434~piPK:64129655~
theSitePK:395293,00.html

ADB Opportunities for
Consultants
Pre-investment studies
Detailed engineering and design
Project implementation

Selection Procedures
Two basic types of selection procedures:

those that rely solely on an evaluation of the
technical competence of the firm, the personnel
and the suitability of its proposal (QBS)
those that involve both a technical evaluation and
consideration of the offered price of the services
(QCBS)

Technical Evaluation
with Price Considerations
Consulting assignments can be broadly

classified in terms of certain characteristics:
complexity of the assignment;
assignment’s impact on the end product; and
probability that the proposals submitted by the
invited firms will lead to comparable outputs.

Technical Evaluation
Three principal categories:

the firm's general experience in the field of the
assignment;
the adequacy of the proposed work plan and
approach in responding to the TOR; and
the qualifications and competence of the
personnel proposed for the assignment

Responses to Public
Procurement Notices:
PUBLIC NOTICES SUBMISSION

General Procurement General Letter of
Notice (GPN)
Interest (LOI)
Specific Procurement Expression of Interest
Notice (SPN) (EOI)
Detailed Technical &
Requests for Proposals
(short-list) Financial Proposal
(RFP)

General Procurement Notice (p59)
The African Virtual University (AVU) has received a grant from the African Development Fund to finance the
African Virtual University Support Project.
The principal objective of this project is to strengthen the capacity of a network of institutions coordinated by the
African Virtual University (AVU) to deliver and manage quality Information and Communication Technology
(ICT) assisted education and training opportunities in Regional Member Countries (RMCs).
The project includes the following components: (i) Establishment of Learning Centres and Connectivity
Provision at AVU Partner Institutions; (ii) Teacher Training and Development Program; (iii) Mainstreaming
Gender Issues Into AVU Operations; and (iv) Project Management.
Procurement of goods will be in accordance with the Bank's Rules of Procedure for the Procurement of Goods
and Works. Acquisition of the services of Consultants will follow the Bank's Rules of Procedure for the Use of
Consultants. Bidding documents are expected to be available in June 2005.
Interested bidders may obtain further information, and should confirm their interest, by contacting:
The African Virtual University (AVU)
P.O. Box 25405 Nairobi, Kenya
Tel. (254) 20 271 2056
Fax (254) 20 271 2071 [email protected]
Page in the Workbook contains sample GPN

Response:
General Letter of Interest
Brief one-page letter (a mini EOI)

Introduce firm and ‘generally’ express keen interest
in project
Ask to be put on “mailing list”
Enclose minimal material
Don’t rely on so-called “mailing list”; Track DB or
DGmarket for Specific Procurement Notices.

Short List of Firms: EOI
Short list should normally comprise a wide

geographic spread of firms who have submitted
EOI
not more than two firms of any one nationality
at least one firm from another developing country
5-6 firms shortlisted

Sample SPN:
Invitation for Bids (IFB)

Kenya
Supply and installation of Broadband Satellite (VSAT) Services and equipment for AVU ODeL
centers
Project Number: PZ1-IAZ-002
IFB No. AVU/ADB/IFB/005/03
1. The African Virtual University has received a Grant from the African Development
Bank toward the Multinational African Virtual University Support project and intends to apply
part of the proceeds of this Grant to payments under the agreement(s) resulting from this IFB
for the Supply and installation of Broadband satellite (VSAT) services and equipment for AVU
ODeL Centres.
2. The African Virtual University serves as the implementing agency for the project and
now invites sealed bids from eligible Bidders for the Supply and Installation of Broadband
satellite (VSAT) Services and Equipment or provide Internet Services for AVU ODeL centers
located in Kenya, Uganda, Tanzania, Ethiopia, Djibouti, Somalia, Zambia, Zimbabwe,
Mozambique and Madagascar.
Page 60-62 in the Workbook contains sample SPNs

Response:
Expression of Interest (EOI)
Cover letter (ideally one page)

Convey interest and awareness of project/issues
State why you should be short listed
Intent to incorporate local experts (Identify them)
Ask to be short listed !
Page 63 contains a sample successful EOI

Expression of Interest –
Pre-qualifications
Accompanying 3-6 page pre-qual statement

Description of Firm/ Corporate Profile (see page
44)
Project Experience - Relevant Ones; Brief
Snapshots (See page 46)
Language capabilities (Should EOI be
translated?) brochures (Keep to a minimum)

Prequalification Submissions
Weighted Evaluation Criteria

Experience of the FIRM
* measures if the Firm has demonstrated relevant
experience with comparable projects or services
Key Personnel
* measures if the Firm is capable of offering the amount
and type of skill and expertise required by the project
Management Capability
* measures if the Firm has the knowledge and management
expertise to conduct a project of this size and scope

Prequalification Submissions
Purpose: Identify a maximum of 6 qualified suppliers to

present detailed proposal
Experience of the FIRM description
sample relevant
Key Personnel project
Product in house expertise

Management Capacity alliances and associates
understanding of project
management techniques
Financial Certifications
track record
Declaration of solvency
bank interest to issue irrevocable
letter of credit (for advances over $50k)
proof of liability insurance (if applicable)
Pre-qualification Criteria
(Making the Short List)
Legal Capacity (eligibility)…….. (Yes/No)

Financial Capacity……………… (Yes/No)
General Technical Background and
Capability…………………… (40%)
Experience in Similar Work……. (35%)
Experience in the Country,
or Similar Countries………… (10%)
Language Capability……………. (10%)
Use of Local Consultants / Inputs (5%)

General Tips on Getting
Contracts
* Learn how the funder operates
* Determine whether the goods or services your
Institution offers are needed in projects financed by
the funder
* Find out what opportunities are coming up
* Obtain bid documents as soon as they are available
from the funder
* Read the bid documents and evaluate criteria
carefully

General Tips on Getting
Contracts
* Decide where your firm has the best chances of winning
* It may be helpful to employ a local representative who
knows the country and the language to keep you informed
* Travel to the country and make direct contact with relevant
agency officials
* Make sure your bid is priced competitively and complies
strictly with all specifications and contractual conditions
stipulated in the documents
* If you did not win, analyze the reasons, learn from your
experience

The Request for Proposal

Request for Proposal (RFP)
Purpose
select the best value proposal
Information requested:
proposed personnel
approach or methodology
proposed work program
project management plan
specification of key results
detailed budget and cost estimates
agreement to financial assessment
(RFP) Contents
The Letter of Invitation

Other short-listed firms
QCBS (Quality Cost-Based Selection) or QBS
Data Sheet
Estimated person-months / Specifications and Content
Evaluation criteria
Prescribed Proposal Format (Standard Forms)
Terms of Reference
Draft Contract and Specifications

Proposal Evaluation
(Weighted Criteria)
Technical Component
Proposed Personnel
Measures the quality of the expertise and skills offered
by the consultant
Approach / Methodology
Measures the adequacy and the reliability of the
proposed means to achieve the expected results

Proposal Evaluation
(Weighted Criteria)
Management Plan
Measures the quality of the project organization and the
capacity to maintain the project on schedule and under
control
Work Program
Measures the degree of understanding of the work
involved and the capacity to apply the approach to the
project
Financial Component
Value for Money
Measures the cost of the proposed services ...

Key Proposal Evaluation Criteria
Actual criteria vary depending on nature of work, country, etc.

Approx..+/-
Qualifications/experience of team members (CVs) ….. 40 pts
Approach and Methodology …………………….…… 40 pts
Language Proficiency ………………………………... 10 pts
Local Content (use of local consultants)……………… 10 pts
100 pts
Terms of Reference
TOR are used by the World Bank and its

borrowers for three purposes:
to confirm agreement between the borrower, the
Bank and other agencies concerned on the
objectives and scope of a proposed assignment;
to inform the consultants to be invited of the
objectives and intended scope of the work; and
to define the consultant’s services in the contract
to be negotiated with the selected firm

World Bank TORs
World Bank TOR contain the following:

a precise statement of the objectives of the
assignment;
the scope and time of the required services;
the inputs to be provided by the borrower; and
particulars of the output (i.e. reports, drawings,
etc.) required of the consulting firm.

Technical Proposal (World Bank)
Standard Format and “Forms”
Submission letter
The Cover
Section A – Introduction
Section B – The Firm’s References
Section C – Project Appreciation
Section D – Methodology and Work Plan

Technical Proposal (World Bank)
Standard Format and “Forms”
Section E – Comments and Suggestions on

TOR
Section F – Activity (Work Schedule) and
Deliverables/ Team Members Deployments
Section G– Composition of Team and
Curricula Vitae of Team Members

First Step: Deciding to Bid
Once you have reviewed the invitation, you

must state your intention to bid in the form of
a letter, which is usually requested in the
RFP.
The first step is to decide whether or not you
want to bid.

Overall Check List
Eligibility: are you eligible to respond to the RFP?

Interest: Is the RFP compatible with your interests?
Feasibility: Is the RFP feasible?
Capability: Are you capable of implementing the
RFP?
Competitiveness: How competitive will you be; who
and how many competitors?
Clarity: Will your proposal clearly respond to the
RFP, and outline the organization’s plan, giving
general and specific information required?
Internal Considerations:
Do we have the capacity for this project?

What is our return on investment? Is it profitable?
Do we face a backlog already?
Can we meet the deadline?
Do we have the required staff available?
Do we have the necessary financial resources?

Preparing the Proposal:
Overview of the Process
1. Assign Responsibility – Prepare Matrix
2. Conduct a site visit
3. Develop and flesh out project methodology/ approach
4. Prepare draft technical proposal, including initial draft
financial proposal
5. Secure letters of support/agreement
6. Confirm final proposal
7. Finalize detailed financial proposal
8. Review final proposal for eligibility/selection criteria and
Submit to Funder

Responsibility Matrix (see p66)
Complex problems and proposals require teams

Teams need to be organized to achieve success
For proposals, rapidity is essential
Assign tasks
Production, graphics, packaging, cover, logistics
CVs (start early)
Drafter(s) … proposal should have one voice

Conducting a Site Visit (Ideal)
What do you do on a site visit ?

• confirm players and partnerships
• verify fit / match
• develop skeleton of your project, including
methodology
What do you need to bring back to Canada ?

• key proposal elements / concept
• country scenario
• local costs

Key Points: Proposal Design
Ensure Consistency with all priorities of donours and country

Proposal should enhance the capacity of client to effect change
Proposal should be realistic and competitive - within the
expected budget
Realistic and resources should be available - within the
available timeframe
Partners with specific and complementary project roles, Clarify
expectations ($$)
Includes inputs only from Bank Member countries

The Cover
Nice packaging conveys

professionalism, creativity,
innovativeness
Use quality paper, binding,
lots of colour,
creative graphics reflecting
the country or sector

Map: Focus of Work

Section B: Firm’s References
One-two page project quals / profiles

(formal requirement)
Narrative section describing firm and
introducing team via 2-3 sentence bios.
(sell, sell, sell)
This section is where you sell your
qualifications.. With particular focus on
individual team members and results of
assignment.
20
19
18
17
16
15
14
13
12
11
10
9
8
7
6
5
4
3
2
1
Summary chart
Country, Name of Project

DACUM Process
Demonstrate Experience –
Mechanical
Electricity & Electronics
Food Processing
Curriculum
Information Technology
Other Subjects
& Instructional Design
Development (Content)
Teaching & Learning Materials
Textbook Development
Interactive Courseware
Development
Skills Standards Testing and

Certification
Equipment Identification
Selection & Procurement
School - Industry Partnership
Mobile Training
Vietnam
Asia
Similar
Experience in
In -Transition Economy
Geographical Area
Project Management
Institutional (School based)

Other Factors
Strengthening
49
Demonstrate Firm’s
Experience: The Project Profile (p69)
Key Project Data Project Description Personnel

- Project Name - Description of - Number of Staff
- Country Project - Number of Person
- Project Location - Description of Months
Within Country Services Provided - Name of Key Staff
- Name of Client/ And Functions
Funder/Partner Performed
- Start Date/ Financial Data
Completion Date - Value of Services
- Reference Number - Fees/Services
- Reimbursables
- Procurement
- In-kind

Section C: Project Appreciation
• Is supported by statistical evidence, where

appropriate
• Is supported by statements from authorities
and tied to goal and purpose
• Is stated in terms of clients, funders and
ultimate beneficiaries

Project Appreciation
• Focuses on development problem of

reasonable dimension
• Is based on the conclusions of a needs
assessment
• Does not make assumptions

Section D:
Approach, Methodology and Workplan
The guts of the proposal

Use graphical models to illustrate your strategy and
approach
Use lots of tables (logical framework style) to lay out your
methodology and workplan.
Divide project into Activities and Tasks (as with ‘Work
Breakdown Structure’, WBS.
Summary tables, frameworks, bullet points make it easier
for them to read, understand, and evaluate.

Project Work Plan
• Flows naturally from the appreciation and goal /
purpose/ expected results
• Clearly describes project results and corresponding
activities
• States reasons for method of delivery of packages
(in terms of results)
• Describes sequence, duration and timing of
activities
• Presents a reasonable scope of activities
achievable within the time and funds allotted

Management Strategy &
Implementation Strategy
• Clearly describes management strategy

• Describes staffing of project both in Canada, other
locations, and field
• Describes roles and responsibilities of Canadian and
field partners
• Describes implementation approach concerning critical
conditions and risk assessment

Section E:
Comments/ Suggestions on TOR
Here’s where you demonstrate

understanding of the assignment
Make suggestions as to other objectives,
results, deliverables
Largely narrative section basically reiterating
the TOR. But perhaps more clearly than
they were written.

Schedule F: Activity Schedule
Project time-table (Activity by activity)

GANTT/Bar Chart showing timeline of project, activity by
activity, dates of key deliverables
Demonstrate Level of Effort of individual team members
Bar Chart showing person days for each team member for
each activity
What they’re looking for here is to make sure you’re giving
sufficient days to the key experienced people (and to the
locals).
You’ll have a chance to reallocate (to an extent) during
negotiations, inception and implementation

Personnel Section Structure
Provide a summary chart demonstrating team

experience
CV’s of Team Members
Page limited. Usually 3 or 5 pages
Separate CVs with color dividers
Make sure they’re signed, even if by proxy

F M
ST T ER
IN-CANADA
PROJECT SHORT TERM CONSULTANTS
AF
NG
MGMT. (Specialists)
LO
Team Leader / Extension Prog.
Agri-Economists/Export Expans.
Technology Transfer/Agri-Res.
Policy/Advisory/Post-Harvest
AREAS OF SPECIALIZATION
Canadian Project Director
Contract Management
Marketing/Processing
Agri- Credit Extension

Farm Management
Appraisal / Survey
Food System s
Experience
Degree Obtained
Academic Training Ph.D.

M.A./M.B.A./M.Sc./M.Ed.
B.A./B.Sc./B.Comm.
Relevant Professional Training
Identification, Planning, Design & Management of Programme & Projects
Knowledge of Bangladesh Cultural, Social, and Economic Milieu
Needs Assessment / Survey
Agricultural Extension Services
Industry Interface
Policy Making / Advisory Services
Research and Instruction
Technology Transfer (Canadian and Overseas)
Farm Management / Practical
Workshops and Training Seminars
Agriculture / Rural Credit
Marketing
Program / Fund Management
Food Systems Hussein Amery, Integrated Development Enterprise Associates

Equipment Procurement 59
Composition of Team
Lists team members, their titles, and

responsibilities in table
Include a team/project Organization Chart

(usually not requested, but its effective)

Tram Leader
Assistant Project Office Administration

Director
Curriculum and ICT in Education Manager

Learning
Resources Accountant
ICT
District and
Policy & Planning School Impr. Driver
Governance, Senior Advisor

Management & Training, Assistant
Accountability Qualifications
National
Professional
Personnel
Short Term Consultants
Textbook Chief Technology Project / Gender & Social

Consultant Advisor Strategic Equality
Management Specialist
Economy Skills ICT Teacher
Consultant Training Training Planning District Modelling
Consultant and Management Program
Consultants
Textbook ICT & Teacher
Consultant Guide Budgeting and Various
Development Public Finance Short Term
Teacher Guide Consultants
Consultant Learning Governance and
Resource & Management Other Short Term
Teacher Guide Specialist Canadian
Development & Consultants
Geography/ Training in ICT RBM Specialist
Earth Sciences Development

CVs of Team Members
* Use Standardized Forms provided by the Banks
(see Resource Package)
* It is important to submit a competent team of experts
as well as relevant, well-prepared CVs.
* Since CVs are the main vehicle for presenting the
proposed personnel, they must showcase expertise
of the proposed individuals
* It is important to emphasize the complementary
skills of the personnel, as this demonstrates that the
Consultant considered the interdependence of the
tasks to be carried out by the various experts.

Personnel and Curriculum
Vitae
• Only identify personnel requested

• Identification of key personnel can be the key to a
winning proposal (up to 50% of the points!)
• Balance between local and international consultants
• Key personnel have good mix of domestic and
international experience
• In many cases, key personnel should have a strong
academic background (i.e., Masters degree)

CV Format
Review the standard format and sample in

the workbook (p75-82)

Assessing Proposed Personnel
general qualifications - education and training,

length of experience, type of position held, time
with the firm, etc.
adequacy of the project - suitability
language and experience in the region -
background in developing countries similar to the
country in which the assignment is to be
conducted and linguistic ability

Preparing the Financial Proposal

Financial Proposal
$ Separate Envelope.. Will be opened in public

and only after Technical Proposals are
evaluated
$ Costing proposal can be tricky. Often you
have an idea of the budget or, at least,
expected total person months.

Financial Proposal
$ LUMP SUM CONTRACTS (QCBS)

$ Pricing will depend much on analysis of the
competition & knowledge of their rate
standards
$ Be sure to research applicable taxes..
Sometimes RFP provides this info;
sometimes not.

Financial Proposal
• Respects all funding IFI financial

regulations and standard rates
• Uses unit costs based on current prices
in Cdn$, US$, and local currency
• Activities scheduling well planned
considering cash flow constraints

Financial Proposal
• Distinguishes project activity costs from

management costs
• Reflects a proportionate balance between
program and management costs
Ä technical assistance, capital costs
Ä training, fellowships
Ä management

Financial Proposal
• Provides sufficient financial resources to

manage the project activities effectively
(realistic)
• Provides a financial management strategy
not just a budget

Fees
A firm may place whatever rate they choose

for competition. A consultant organization
should be able to prove that he/she is worth
such rate. With ADB, they need proof, such
as salary slip or previous contract copy for
attachment.
Failing to provide evidence can easily knock
you out of competition for non compliance.

Outside Consultants
For outside consultants (meaning not

employee of the firm), the firm cannot bill
social charges only overhead and fees
The maximum multiplier is 1.5 with the ADB

Reimbursable Expenses
Reimbursable expenses are items such as

travel, per diem and other items not related to
fees
In preparing reimbursable expenses, such as
airfares, put low cost as this is reimbursable
expense and therefore are not limited. Some
IFI’s work on bid price reimburasables.

Per Diems
For per diems, there are 2 ways of budgeting

You can get the prescribed per diem rate per
country based on ADB regulations and submit
actual receipts of your hotel bills.
There is also a NEGOTIATED FLAT RATE
PERDIEM wherein it is much lower rate but the firm
will not be required to submit receipts.

WB Per Diems
For per diems, there are 2 ways of budgeting

PERDIEM and the firm is not required to
submit receipts.

Other IFI Per Diems
For ADB per diems, there are 2 ways of
budgeting
You can get the prescribed per diem rate per
country based on ADB regulations and
submit actual receipts of your hotel bills.
PERDIEM wherein it is much lower rate but
the firm will not be required to submit
receipts.

Procurement
Identify how your proposal meets

specifications
Identify country of origin
Ensure source is part of member country
Critical to build in role for local inputs

Producing and Submitting
the Proposal
Print, Sign, Signature

Copy, mark original and copies
Packaging
Delivery
- Fedex?
- Fly someone over?
- If its late, its doomed!
- Get a reciept.

Tips

Writing Tips
Present thoughts coherently and logically

Use transitional words and phrases
Use development terminology, avoid jargon
Write simply, avoid long sentences
Maintain your theme(s) throughout
Support statements with facts

Writing Tips
Avoid gratuitous statements (“We

understand,We recognize, etc,”)
Demonstrate your commitment,
capability, in what you write
Make your responsiveness to the RFP
apparent in your ideas and language
(Compliance is critical)

How to Win?
Strategize
Know your funder
Practice, Practice, Practice
Don’t expect to win the 1st time.
The ratio of success is usually 1 in 5

Use Canadian Government
Support Abroad
Abroad
Offices of Liaison with International Financial
Institutions (OLIFI) www.canadianembassy.org/olifi
Canadian Executive Directors Offices within the
Multilateral Development Banks (MDB)
Canadian Trade Offices Abroad
Canadian Trade Offices Abroad (UN Markets)

Use Canadian Government
Programs at home
Project and Trade Finance

Export Development Canada
Canadian Commercial Corporation
Business Development Bank of Canada
Export Strategy and Support

PSLOs
Trade Commissioner Service
Virtual Trade Commissioner
Trade Team Canada Sectors
Canada Business Service Centres
Team Canada Inc.

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Writing Winning Proposals

September 12, 2007

The workshop is designed to identify key

Hussein Amery, Integrated Development Enterprise Associates

 The Bidding Cycle

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

www.adb.org www.iadb.org www.worldbank.org www.afdb.org www.caribank.org www.ebrd.com

Hussein Amery, Integrated Development Enterprise Associates

 IFIs generally operate under the principle of

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

See Page X in workbook for more information

Monthly Project Staff Technical

Hussein Amery, Integrated Development Enterprise Associates

Short-term, individual WB/ADB MOS

Short-term, individual and WB/ADB and

Implementation and Competitive (>US$ 200K) SPN/RFP, TDS

Writing Winning Proposals 10

Consulting Services - Types of Assignments

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

 Two basic types of selection procedures:

Hussein Amery, Integrated Development Enterprise Associates

 Consulting assignments can be broadly

Hussein Amery, Integrated Development Enterprise Associates

 Three principal categories:

Hussein Amery, Integrated Development Enterprise Associates

PUBLIC NOTICES SUBMISSION

Hussein Amery, Integrated Development Enterprise Associates

Page in the Workbook contains sample GPN

Hussein Amery, Integrated Development Enterprise Associates

 Brief one-page letter (a mini EOI)

Hussein Amery, Integrated Development Enterprise Associates

 Short list should normally comprise a wide

Hussein Amery, Integrated Development Enterprise Associates

Invitation for Bids (IFB)

Page 60-62 in the Workbook contains sample SPNs

Hussein Amery, Integrated Development Enterprise Associates

 Cover letter (ideally one page)

Page 63 contains a sample successful EOI

Hussein Amery, Integrated Development Enterprise Associates

 Accompanying 3-6 page pre-qual statement

Hussein Amery, Integrated Development Enterprise Associates

 Weighted Evaluation Criteria

Hussein Amery, Integrated Development Enterprise Associates

Purpose: Identify a maximum of 6 qualified suppliers to

Product in house expertise

 Legal Capacity (eligibility)…….. (Yes/No)

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

The Letter of Invitation

 QCBS (Quality Cost-Based Selection) or QBS

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

Hussein Amery, Integrated Development Enterprise Associates

The Bidding Cycle

IFIs generally operate under the principle of

Two basic types of selection procedures:

Consulting assignments can be broadly

Three principal categories:

Brief one-page letter (a mini EOI)

Short list should normally comprise a wide

Cover letter (ideally one page)

Accompanying 3-6 page pre-qual statement

Weighted Evaluation Criteria

Product in house expertise

Legal Capacity (eligibility)…….. (Yes/No)

QCBS (Quality Cost-Based Selection) or QBS

TOR are used by the World Bank and its

World Bank TOR contain the following:

Section E – Comments and Suggestions on

Once you have reviewed the invitation, you

Eligibility: are you eligible to respond to the RFP?

Do we have the capacity for this project?

Complex problems and proposals require teams

Ensure Consistency with all priorities of donours and country

Nice packaging conveys

One-two page project quals / profiles

The guts of the proposal

Here’s where you demonstrate

Project time-table (Activity by activity)

Provide a summary chart demonstrating team

Lists team members, their titles, and

Include a team/project Organization Chart