EBRD Technical and Financial Proposal Forms

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Form RFP 3.1

Proposal Submission Letter

TO: [name and address of client]

SUBJECT: [project_name]

We, the undersigned, offer to provide the consulting services for [project_name2] in
accordance with your Request for Proposals (RFP) [request_proposals_date] and our
Proposal. We are hereby submitting our Proposal which includes the attached Technical
Proposal and a Financial Proposal under a separate sealed envelope.

We will hold our Proposal valid for a period of [90] days from the deadline specified for the
submission of proposals in the Data Sheet, and if negotiations are held during the period of
validity of the Proposal, we confirm our willingness to enter into a contract in accordance
with the terms and conditions of the Standard Contract in the RFP, including all schedules
and attachments incorporated by reference in the Standard Contract.

To the best of our knowledge, the statements made and the information provided in our
Proposal are complete, true and correct, and we undertake to provide verification for any
information which you may request.

Your agency is authorised to conduct any inquiries to verify the statements, documents and
information submitted in connection with this Proposal. This letter of submission will also
serve as an authorisation to any individual or institution, to provide such information deemed
necessary and requested by yourself, to verify statements and information provided in this
Proposal.

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

We remain,

Yours sincerely,

________________________
[authorised signature(s)]
Name and Title of Signatory
Name of Firm
Address

Attachments:

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Form RFP 3.2

Firm's References
Relevant services carried out over the last five years
that illustrate the firm's capability

(to be prepared by each firm in a consortium)

Assignment title:

Country of assignment:

Name of client:

Address of Client

Client Reference contact: [name, position, address, fax, e-mail]

Start Date: [month/year]

Contracted completion date: [month/year]

Actual or estimated completion date (if on-going): [month/year]

Value of services: [contracted for/actually provided]

Total number of expert months : [contracted for/actually provided]

Name of associate consultant(s): [if any]

Number of staff months of experts provided by associated consultant(s): [if any]

Description of actual services provided by your firm:

Experts provided by your firm:

Number of experts: [positions/profiles]

Number of expert months:

Name of Project Director/Team Leader/Lead Expert:

The above information was prepared on [date/month/year]

Firm's name :

Authorised representative of firm:


signature date

name in full

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Form RFP 3.3

Team Composition, Assignment


and Experts Inputs

Experts

Name and nationality Position Total Expert months of input

Home Field

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Form RFP 3.4

Curriculum Vitae of Experts

Notes for preparing CVs:

para 6: Education

Summarise college/university or other specialised education of the expert,


giving names of educational institutions, dates attended,
degree(s)/diploma(s) obtained (1/4 page approximately).

Key qualification relevant to the assignment may be elaborated (1/4 page


approximately).

para 14: Professional Experience Record

Starting with present position, list in reverse order every employment held.
List all positions held by the expert since graduation, giving dates, name of
employing organisation, titles of positions held and location of the
assignment.

For experience in the last ten years, also give types of activity performed and
client references (where applicable).

para 16: Publications

Only list publications directly relevant to the proposed assignment.

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Form RFP 3.4

CURRICULUM VITAE

Proposed position in assignment:

1. Family name:
2. First names:
3. Date of birth:
4. Nationality:
5. Civil status:
6. Education:

Institution
Date: from (month / year):
to (month / year):
Degree(s) or Diploma(s) obtained:

7. Language skills: (Mark 1 to 5 for competence, 5 being the highest)

Language Reading Speaking Writing

8. Membership of professional bodies:


9. Other skills (e.g. computer literacy, etc.):
10. Present position:
11. Years within the firm:
12. Key qualifications (relevant to the programme):
13. Specific experience in the EBRD countries of operation (Eastern Europe, CIS and
Southern and Eastern Mediterranean). The list of countries can be found at
http://www.ebrd.com/pages/country.shtml:

Country Date: from (month / year) to (month / year)

14. Professional Experience Record:

Date: from (month / year) to


(month / year)
Location:
Company:
Position:
Description:

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15. Others:

16. Publications:

Certification:

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

Name of expert Signature Date

Name of authorised representative Signature Date


of the firm

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Form RFP 3.5

Activity, Staffing and Outputs Schedule

(the following information may be presented in a PERT diagram or other similar flow chart.
The formal below is illustrative only and is intended to specify the content of the information
required).

Month(s) from start of assignment


Activity
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Key inputs
(experts etc)

 Team Leader
 Expert A
 Expert B

Key Outputs
(reports etc)

 inception report
 progress reports
 draft report
 final report

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Form RFP 3.6

Financial Proposal Form

SUBJECT: [project_name]

Herewith is our Financial Proposal in the sum of [amount in words and figures].

This amount is (exclusive of VAT1):

A. (We determined that the services are exempted from indirect taxes/VAT. The basis
of exemption is set out in …(provide evidence)….as attached, OR

B. (We determined that the services are subject to indirect taxes/VAT. The basis of the
determination for indirect taxes/VAT being chargeable on the services is set out in
…(provide evidence)…as attached;

Indirect taxes/VAT have been estimated at [amount in words and figures].

- (It is intended that the client is responsible for paying the indirect taxes/VAT
associated with the services;) or

- (It is confirmed by the client that the client is responsible for paying the indirect
taxes/VAT associated with the services;)

Attachments: Staffing, Breakdown of Costs and Payment Schedule [exclusive of VAT].

___________________________________________________
[authorised signature(s)]
Name and Title of Signatory
Name of Firm
Address

1
The Consultant/s must determine whether any indirect taxes/VAT are chargeable on the proposed
services and state the basis of such determination in their Financial Proposal Form:

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Form RFP 3.7

Breakdown of Costs (Exclusive of VAT)


[project_name]

DIRECT EXPENSES

1. Fees (Remuneration):
Name of Experts Job Titles Working In the In Total Expert Total
Period Field Home Period Rate
Office

Total Fees

2. Per Diem Allowance:


Place Number Rate Period Per Diem Total

Total Per Diem

REIMBURSABLE EXPENSES*

3. Air Travel: (Full Economy Class or Equivalent)


Routing Air Fare No. of Total
Flights

Total Air Travel

4. Local Travel: (Travel from home to departure airport and


return, and reasonable local travel when abroad)
Journey Cost No. of Journeys Total

Total Local Travel

5. Miscellaneous
Item Description, number etc Total
Visas
Interpretation and Translation
Reports
Communications
Equipment Purchase
Accommodation (not listed in Per Diem) for long term
experts
Other Miscellaneous Expenses (to be specified)
Miscellaneous Total

6. Contingencies: (utilisation only after prior


approval in writing by the Bank) [contingency]
Total Amount of Financial Proposal

* May include indirect taxes, such as VAT which are not otherwise recoverable by the Consultant.

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