Transcript NATIONAL EMERGENCY EMPLOYMENT PROGRAM FOR RURAL …

Selection of Consultancy Services
Methods Defined under the World
Bank Guidelines
by Arif Hassan
Methods of Procurement –
Consultancy Services
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Quality and Cost Based Selection (QCBS)
Least Cost Selection (LCS)
Selection Based on Consultant’s Qualifications
(SBCQ)
Single Source Selection (SSS)
Fixed Budget Selection (FBS)
Quality Based Selection (QBS)
Individual Consultants
Quality and Cost based Selection
(QCBS)
Notification and advertising
Short-listing (inform the Bank)
Preparation of RFP (Bank Approval)
Issuance of RFP to short listed firms
Submission of proposals
Opening of Technical Proposals
Quality and Cost based Selection
(QCBS)
Technical Evaluation (Bank Approval)
Opening of Financial proposals & Evaluation
Selection of best firm
Limited negotiation
Signing of Contract (Bank approval of draft)
Publication of Award
Quality cum cost based selection
(QCBS)
Combining Evaluation
Weightge of Technical Proposal
60%-90%
(generally 80%)
Minimum passing score
60%-70%
Technical and Financial scores are combined
according to the weightage
Least Cost Selection (LCS)
For standard routine assignments.
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Shortlist firms
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Invite separate Tech & Fin proposals
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Evaluate Technical proposals as pass or fail
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Open Financial proposals of firms passing at
technical stage
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Award contract to the firm quoting least cost.
Selection Based on Consultants’
Qualifications
For assignments < $ 200,000
expressions of interest are invited
best firm is selected
Technical proposal is invited from the best firm
OR
Combined technical and financial proposal is
invited from the best firm
Contract is negotiated.
Single Source Selection
Assignments < $ 100,000
Emergency Procurement
Propriety concerns
Contract is negotiated with the best firm
Fixed Budget Selection
Simple Assignment and very well defined TOR
Invite expressions of interest
Prepare shortlist
Evaluate Technical proposals
Open financial proposals
Reject all proposals quoting above budget
Invite the firm giving highest scoring technical
proposal for signing the contract
Quality Based Selection
Large complex assignments, with downstream
impact
invite expressions of interest
prepare shortlist
issue RFP to shortlisted firms
evaluate technical proposals
negotiate a contract with the firm giving the
best technical proposal
Short-listing
(Publication of Expression of Interest)
Example of an Evaluation Criteria
Experience
70
Years of establishment
experience in region
experience in sector
experience in similar works
Personnel
30
Preparation of RFP
Information to Consultants
general information
staff-month requirement
evaluation criteria
Standard forms of Technical and Financial
Proposals
Terms of Reference
Standard Forms of Contract
Technical Proposal Evaluation Criteria
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Experience
0-10
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Methodology
20-50
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Personnel
30-60
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Training and Skills Transfer 0- 10
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National Participation
Total
Minimum Passing Score is given
0-10
100
Terms of Reference
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A precise statement of objectives;
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An out line of the tasks to be carried out;
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A schedule for completion of tasks;
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Phasing of Assignments
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Training and Skills Transfer
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Support/ inputs provided by the client;
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Outputs required of the Consultant;
Technical Evaluation
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scores based on the information given in
the proposal.
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Judgment in interpretation of information
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understanding, innovation, clarity,
responsiveness, value addition, flexibility,
total quality management.
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follow the given criteria
Financial Evaluation
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arithmetic check
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all services costed
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tax exclusive evaluation
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taxes included in recommended cost
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least cost is taken as 100, all other costs are
wieghted accordingly
Generic Problems
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short listed firms fails in experience
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a wide range of scores from various
evaluators
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Report contradicts with scores
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CVs not signed
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Proposed personnel not available
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Status of firms’ association not clear
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taxes not given clearly
Negotiations
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Scope of work
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Methodology
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Work Plan and Activity Schedule
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Staffing
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Special Conditions of Contract
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Staff rates, reimbursable expenses and total
contract price (only for QBS, CQS, SSS)
Contracts
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take precedence over RFP, proposal and
negotiations
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Consultants methodology may be attached to the
contract
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outcome of negotiations should be incorporated in
the contract
Types of Contracts
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Time based (Large)
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Time based (Small)
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Lumpsum (Large)
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Lumpsum (Small)
Least Cost Selection (LCS)
A Debate
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least cost incurred to the procuring agency
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no consideration for good technical offers
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lesser authority of the evaluating committee
Least Cost Selection (LCS)
Word of Caution
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very cautious shortlisting
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very detailed terms of reference
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clear evaluation criteria
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technically aware evaluation committee
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cognizance to fail any firm not adequately
responsive to the methodology