【文章內(nèi)容簡(jiǎn)介】 4. Request for Proposal (RFP)建議書征詢文件 Contents 內(nèi)容 ? Letter of Invitation 邀請(qǐng)函 ? Instruction to Consultants incl. Data Sheet and Evaluation Criteria 咨詢專家須知 ? Technical Proposal Standard Form 技術(shù)建議書標(biāo)準(zhǔn)格式 ? Financial Proposal Standard Form 財(cái)務(wù)建議書標(biāo)準(zhǔn)格式 ? Background Instruction and Terms of Reference 背景資料和任務(wù)大綱 ? Standard Form of Contract 合同標(biāo)準(zhǔn)格式 ? List of ADB Member Countries 亞行成員國(guó)清單 23 ADB PRCM Jiang H. (hjiangadrg) 4. Request for Proposal (RFP)建議書征詢文件 Data Sheet 數(shù)據(jù)表 ? General information 一般資料 – client’s name and contact details 雇主名稱和聯(lián)系細(xì)節(jié) – selection method 選擇的方法 – type of technical proposal 技術(shù)建議書的類型 ? Budget 預(yù)算 ? Provisional amounts 暫列金額 ? Contingency 不可預(yù)見費(fèi) ? Proposal validity period 建議書有效期 ? Currency conversion details 貨幣轉(zhuǎn)換細(xì)節(jié) ? Taxation details 繳稅細(xì)節(jié) 24 ADB PRCM Jiang H. (hjiangadrg) 4. Request for Proposal (RFP)建議書邀請(qǐng) Types of Technical Proposals 技術(shù)建議書種類 ? Biodata proposals (BTP) 21 days 個(gè)人資料建議書 21天 – biodata, workplan, personnel schedule 個(gè)人資料，工作計(jì)劃，人員配置 – contracts of $500,000 or less, direct selection, detailed TOR 合同額等于或低于 50萬(wàn)美元，直接選擇，詳細(xì)的任務(wù)大綱 ? Simplified proposals (STP) 35 days 簡(jiǎn)化建議書 35天 – contracts over $500,000, detailed TOR, QCBS 合同額大于 50萬(wàn)美元，詳細(xì)的任務(wù)大綱， QCBS ? Full proposals (FTP) 45 days 完整建議書 45天 – contracts over $1 million, outline TOR, QBS 合同額大于 1百萬(wàn)美元，任務(wù)大綱提綱， QBS These three types are used for both TAs and loans 此三種建議書均可用于貸款項(xiàng)目和技術(shù)援助項(xiàng)目 Approximate target time from shortlisting to signing of contract: 從準(zhǔn)備短名單到簽訂合同的大約日期： ? biodata proposals 95 days 個(gè)人資料建議書 95天 ? simplified proposals 105 days 簡(jiǎn)化建議書 105天 ? full proposals 115 days 完整建議書 115天 25 ADB PRCM Jiang H. (hjiangadrg) 4. Request for Proposal (RFP) 建議書邀請(qǐng) Technical Proposals – Contents 技術(shù)建議書內(nèi)容 Full Simplified Biodata Experience of the Firm Y Max 20 Project Sheets N N Methodology Work program Personnel Schedule Y Max 50 pages Y Max 10 pages Only personnel schedule required Personnel Y Y Y Comments on TOR Y N N Counterpart Support Y Max 2 pages N N 26 ADB PRCM Jiang H. (hjiangadrg) 4. Request for Proposal (RFP) 建議書邀請(qǐng) Technical Proposals evaluation criteria 技術(shù)建議書評(píng)估標(biāo)準(zhǔn) Weight Full Simplified Biodata Experience of the Firm 公司的經(jīng)驗(yàn) 100200 Methodology， Work program， Personnel Schedule 方法、工作計(jì)劃和人員配置計(jì)劃 200400 300 100 for personnel schedule only 僅對(duì)人員配置計(jì)劃 Personnel 人員 500700 700 900 27 ADB PRCM Jiang H. (hjiangadrg) *Only evaluated for full technical proposals 僅針對(duì)完整建議書 4. Request for Proposal (RFP) 建議書邀請(qǐng) Technical Proposals evaluation criteria 技術(shù)建議書評(píng)估標(biāo)準(zhǔn) ? Experience of the Firm 公司的經(jīng)驗(yàn) * ? Methodology， work program， personnel schedule 方法、工作計(jì)劃和人員配置計(jì)劃 ? Personnel 人員 ? Experience in similar projects 類似項(xiàng)目的經(jīng)驗(yàn) ? Experience in the region 該區(qū)域的經(jīng)驗(yàn) ? Other factors 其它因素 28 ADB PRCM Jiang H. (hjiangadrg) *Only evaluated for full technical proposals 僅針對(duì)完整建議書 4. Request for Proposal (RFP) 建議書邀請(qǐng) Technical Proposals evaluation criteria 技術(shù)建議書評(píng)估標(biāo)準(zhǔn) ? Experience of the Firm 公司的經(jīng)驗(yàn) * ? Methodology， work program， personnel schedule 方法、工作計(jì)劃和人員配置計(jì)劃 ? Personnel 人員 ? Understanding of objectives * 對(duì)目標(biāo)的理解 ?Methodology 方法 ?Work program 工作計(jì)劃 ?Personmonths requirement 人月的要求 ?Innovation* 創(chuàng)新性 ?Counterpart support* 對(duì)應(yīng)支助 ?Presentation 表達(dá) 29 ADB PRCM Jiang H. (hjiangadrg) 4. Request for Proposal (RFP) 建議書邀請(qǐng) Technical Proposals evaluation criteria 技術(shù)建議書評(píng)估標(biāo)準(zhǔn) ? Experience of the Firm 公司的經(jīng)驗(yàn) * ? Methodology， work program， personnel schedule 方法、工作計(jì)劃和人員配置計(jì)劃 ? Personnel 人員 personnel (. 700) Team Leader Expert B Expert C Expert D Weight () Score 100 200 100 100 Q%W + P%W + C%W + E%W = Score Expert A 200 30 ADB PRCM Jiang H. (hjiangadrg) 5. Evaluating Technical Proposals Technical Evaluation Scores 評(píng)估技術(shù)建議書 － 打分標(biāo)準(zhǔn) QCBS ? excellent 100% 優(yōu)秀 ? very good 90% 非常好 ? above average 80% 高于平均水準(zhǔn) ? average 70% 平均水準(zhǔn) ? below average 50% 低于平均水準(zhǔn) ? nonplying 0% 不合格 (marks must be chosen from these and not in between (分?jǐn)?shù)只能是上列分?jǐn)?shù)，不可取其它數(shù)值 ) QBS ? excellent 90100% 優(yōu)秀 ? very good 8089% 非常好 ? above average 7079% 高于平均水準(zhǔn) ? below average 0 69% 低于平均水準(zhǔn) (marks may be any whole numbers) (分?jǐn)?shù)可取任何整數(shù) ) 31 ADB PRCM Jiang H. (hjiangadrg) 5. Evaluating Technical Proposals Procedure 評(píng)估技術(shù)建議書 － 程序 ? Evaluate using the criteria in RFP sent to shortlisted firms 使用發(fā)送給進(jìn)入短名單的公司的 RFP中明列的條件進(jìn)行評(píng)估 ? All CSC members must agree with the final decision or the decision is referred to more senior staff 所有評(píng)審委員會(huì)的成員必須都同意最終決定，否則將決定呈交更高級(jí)官員 ? Maintain confidentiality 維護(hù)保密性 32 ADB PRCM Jiang H. (hjiangad