Technical and Financial Proposal Format
Technical and Financial Proposal Format
Technical and Financial Proposal Format
To:
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 Proposal. We are hereby
submitting our Proposal, which includes the Technical Proposal, and the Financial Proposal sealed
under two separate envelopes.
We are submitting our Proposal in association with: [Insert a list with full name and address of
each associated Consultant, also specify, whether they are in joint venture or sub consultancy].
If negotiations are held during the period of validity of the Proposal, i.e., before the date
indicated in Clause Reference 25 of the Proposal Data Sheet, 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 undertake, if our Proposal is accepted, to initiate the consulting services
related to the assignment not later than the date indicated in Clause Reference 48 of the
Proposal Data Sheet.
We also confirm that the Government of Bangladesh has not declared us, or any sub
c0nsultants for any part of the Contract, ineligible on charges of engaging in corrupt, fraudulent,
collusive or coercive practices. We furthermore, pledge not to indulge in such practices in competing
for or in executing the Contract, and we are aware of the relevant provisions of the Proposal
Document (ITC Clause 3).
We understand you are not bound to accept any Proposal you receive.
We remain,
Yours sincerely,
Authorised Signature
[in full and initials]
Name and title
Signatory
Name of Firm
Address
of
Form 5A2
Consultants Organisation
[Provide here a brief description (maximum two pages) of the background and organization of the
Consultant]
Consultants Experience
Major Work Undertaken during the last Five Years that best
Illustrates Qualifications
[using the format below, provide information on each assignment for which your firm was legally
contracted for carrying out consulting services similar to the ones requested under this assignment. ]
Assignment name:
Country:
Assignment Location
within country:
Name of Client:
Start Date
(Month/Year)
Completion Date
(Month/Year)
No of Person-Months
No of Person-Months of Professional Staff provided by
associated Consultants:
Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed:
A.B. Reazul Islam (Project Coordinator) Worked as focal point with the Client (Maintaining Business and
Technical Contacts), Deploy Resources, Report progress
Detailed Narrative Description of Project:
Islamic Development Bank-Bangladesh Islamic Solidarity Educational Wakf (IDB-BISEW) was established
following an agreement between the Islamic Development Bank, Jeddah, Saudi Arabia, and the Government of
Bangladesh. IDB-BISEW undertakes funding, formulating and implementing of projects in the areas of
education, human resource development and institutional strengthening. The intent is to transform the large
population into productive workforce by strengthening their technical capability to use existing and emerging
technologies resulting in sustainable economic growth and equality. One of the overarching purposes of IDBBISEW is to provide scholarship to underprivileged but meritorious Muslim Youths to undergo extensive training
for development of employable skills in the field of Information and Communication Technology (ICT).
CF Trainer 70 months,
Detailed Description of Actual Services Provided by your Staff:
1)
2)
3)
4)
5)
6)
7)
8)
Firms Name:
Authorised
Signature:
BASE Ltd.
Form 5A3
[Comment here on counterpart staff and facilities to be provided by the Client according to Clause
Reference 21.1 of the Proposal Data Sheet including: administrative support, office space, local
transportation, equipment, data, etc.]
Form 5A4
[Technical approach, methodology and work plan are key components of the technical proposal. It is
suggested that you present your technical proposal divided into the following three chapters:
-
a)
Technical Approach and Methodology. Here you should explain your understanding of the
objectives of the assignment, approach to the services, methodology for carrying out the
activities and obtaining the expected output, and the degree of detail of such output. You
should highlight the problems being addressed and their importance, and explain the
technical approach you would adopt to address them. You should also explain the
methodologies you propose to adopt and highlight the compatibility of those methodologies
with the proposed approach, (e.g., the methods of interpreting the available data; carrying out
investigations, analyses, and studies; comparing alternative solutions). This chapter should
incorporate any modifications to the TOR proposed by you. In case the TOR requires the
Consultant to provide a quality plan and carry out the assignment according to its provisions,
an outline of the quality plan (e.g., its list of contents) should be included in this chapter of the
technical proposal.
b)
Work Plan. Here you should propose the main activities of the assignment, their content and
duration, phasing and interrelations, milestones (including interim approvals by the Client),
and delivery dates of the reports. The proposed work plan should be consistent with the
technical approach and methodology, showing understanding of the TOR and ability to
translate them into a feasible working plan. A list of the final documents, including reports,
drawings, and tables to be delivered as final output, should be included here. The work plan
should be consistent with the Work schedule of Form 5A5.
c)
Organization and Staffing. In this chapter you should propose the structure and composition
of your team. You should list the main disciplines of the assignment, the key expert
responsible, and proposed technical and support staff. The roles and responsibilities of
professional staff should be set out in job descriptions. In case of association, this chapter will
indicate how the duties and responsibilities will be shared. The organization and staffing will
be reflected in the Team Composition and Task Assignments of Form 5A6, and the Staffing
schedule of Form 5A7. An organization chart illustrating the structure of the team and its
interfaces with the Client and other institutions involved in the project also should be
provided.]
Form 5A5
Activity
Work Schedule
Months2
10
11
12
1
2
4
4
5
n
1
Indicate all main activities of the assignment, including delivery of reports (e.g.: inception, interim, and final reports), and other benchmarks such as Client approvals. For
phased assignments indicate activities, delivery of reports, and benchmarks separately for each phase.
2 Duration of activities shall be indicated in the form of a bar chart. Months are counted from the start of the assignment.
Form 5A6
i)
Professional Staff
Name of Staff
Firm/Organisation
Area of Expertise
Position Assigned
Task Assigned
Form 5A7
N
Name of Staff
Staffing Schedule1
10
11
12
Home
Field2
1
2
3
n
Total
1
2
For Professional Staff the input should be indicated individually; for Support Staff it should be indicated by category (e.g.: draftsmen, clerical staff, etc.).
Months are counted from the start of the assignment. For each staff indicate separately staff-month input for home and field work.
Total
Form 5A8
1
NAME OF PERSON
DATE OF BIRTH
NATIONALITY
MEMBERSHIP IN PROFESSIONAL
[state rank and name of society and year of attaining that rank].
SOCIETIES
6
EDUCATION:
OTHER TRAINING
Language
Speaking
Reading
Writing
e.g. English
Fluent
Excellent
Ecellent
PROFICIENCY
10
EMPLOYMENT RECORD
[starting with position list in reverse
order every employment held and
state the start and end dates of each
employment]
EMPLOYER 1
TO:
EMPLOYER 2
FROM:
TO:
EMPLOYER 3
FROM:
TO:
EMPLOYER 4 (etc)
FROM:
TO:
11
NO
Signature
Date of Signing
Day / Month / Year
5B.
[Comments in brackets [ ] provide guidance to the short listed Consultants for the preparation of their
Financial Proposals; they should not appear on the Financial Proposals to be submitted.]
[Forms 5B1 to 5B5 are to be used for the preparation of the Financial Proposal according to the
instructions provided under Clause 19 of the Instructions to Consultants. Such Forms are to be used
whichever is the selection method indicated in Clause 1.1 of the Proposal Data Sheet]
5B1
5B2
Summary of Costs
5B3
5B4
5B5
Breakdown of Taxes
Form 5B1
To:
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 sum of [Insert amount in words and figures]. This amount is
exclusive of local taxes, which we have estimated at [insert amount in words and figures].
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 Reference 25 of the Proposal Data Sheet.
Commissions and gratuities, if any, paid or to be paid by us to agents relating to this Proposal
Contract execution, if we are awarded the Contract, are listed as follows:
Name and Address of Agents
Amount
and
Purpose of commission or
gratuity
We also declare that the Government of Bangladesh has not declared us, or any subConsultants for any part of the Contract, ineligible on charges of engaging in corrupt, fraudulent,
collusive, or coercive practices. We furthermore, pledge not to indulge in such practices in competing
for or in executing the Contract, and are aware of the relevant provisions of the Proposal Document
(ITT Clause 3).
We understand you are not bound to accept any Proposal you receive.
Signed
In the capacity of:
Duly authorised to sign the proposal on behalf of the Applicant.
Date:
Form 5B2
Cost Component
Summary of Costs
Costs
1# Staff Remuneration, Reimbursable Expenses and Taxes must coincide with relevant Total Costs
indicated in Forms 5B3, 5B4 and 5B5.
Form 5B3
Name1
Position2
Staff-month
Rate3
Staff
Head Office
Field
Total Costs
1
2
3
4
Professional Staff should be indicated individually; Support Staff should be indicated per category (e.g.: draftsmen, clerical staff).
Positions must coincide with the ones indicated in Form 5A7.
Indicate the total expected input of staff and staff-month rate required for carrying out the activity indicated in the Form.
For each staff indicate the remuneration. Remuneration = Staff-month Rate x Input.
Form 5B4
N
Description1
Unit
3 months
Continuous development
and maintenance of Digital
Platform
12 months
Communication costs
between [Insert place] and
[Insert place]
Drafting, reproduction of
reports
Equipment, instruments,
etc.
materials, supplies, etc.
Use of computers, software
Laboratory tests.
Subcontracts
Other transportation costs
Office rent, clerical
assistance
Quantity
Others (specify)
Total Costs
1
2
3
Delete items that are not applicable or add other items according to Clause 19.1 of the Proposal Data Sheet.
Indicate unit cost.
Indicate the cost of each reimbursable item. Cost = Unit Cost x Quantity.
Form 5B5
Sl.
No.
Description1
Unit
Unit Cost
2
Breakdown of Taxes
Quantity