Date: [insert date] Time: [insert time] [The time allowed for preparation and submission of the Initial Selection document should be sufficient for Applicants to gather all the information required—preferably eight weeks, but in any case not less than six weeks after the date when the documents are available for distribution or the date of the advertisement, whichever is later. This period may be longer for very large projects, where time should be allowed for the formation of joint ventures and assembly of the necessary resources.] For Application submission purposes only, the Purchaser's address is: [insert information requested below or insert “Purchaser’s address is the same as that indicated in 1.1] Attention: [insert name and room number of Project Officer] Address: [insert street name and number] [insert and room number, if applicable] City: [insert name of city or town] ZIP Code: [insert postal (ZIP) code, if applicable] Country: [insert name of country] Telephone: [insert telephone number including country and city Facsimile number: [insert fax number including country and city Email address: [insert e-mail address of Project Officer] Applicants [insert or “shall not”] have the option of submitting their Applications electronically. [The following provision should be included and the required corresponding information inserted only if Applicants have the option of submitting their Applications electronically. Otherwise omit.] The electronic Application submission procedures shall be: [insert a description of the electronic Application submission procedures.] ITA 18.1 [Choose one of the two options Late Applications will be returned unopened to the Applicants. [or] The Purchaser reserves the to accept or reject late Applications. ITA 19.1 The opening of the Applications shall be at [Insert date, time and address] ITA 19.2 [The following provision should be included and the required corresponding information inserted only if Applicants have the option of
Criteria Single Entity Requirements Joint Venture Documentation No. Subject Requirement All Members Combined Each Member One Member Submission Requirements 2.1 History of Contracts Non-performance of a contract did not occur as a result of Supplier’s default since 1st January [insert year]. Must meet requirement Must meet requirements Must meet requirement N/A Form CON-2 2.2 Suspension Based on Execution of Proposal Securing Declaration by the Purchaser Not under suspension based on execution of a Proposal Securing Declaration pursuant to ITA 4.10. Must meet requirement Must meet requirement Must meet requirement N/A Application Submission Letter 2.3 Pending Litigation Applicant’s financial position and prospective long term profitability still sound according to criteria established in 3.1 below and assuming that all pending litigation will be resolved against the Applicant Must meet requirement N/A Must meet requirement N/A Form CON – 2 2.4 Litigation History No consistent history of court/arbitral award decisions against the Applicant since 1st January [insert year] Must meet requirement Must meet requirement Must meet requirement N/A Form CON – 2 Financial Situation and Performance Criteria Single Entity Requirements Joint Venture Requirements Documentation No. Subject Requirement All Members Combined Each Member One Member Submission Requirements Non-
similar to the Requirements (Reference Table 1, 4.2); and completed during the past___ years. [insert number equal or more than the number of years specified in Table 1, Sub-Factor 4.2] ] Scoring methodology: 15 and 30] be evaluated. Timeliness [Number of successfully completed similar contracts presented to meet the requirement under Table 1, Sub-Factor 4.2 that demonstrate timely completion.]. Scoring methodology: [select a maximum score (out of 100) between 10 and 20] In case of JV, all members combined will be evaluated. Form EXP 4.2 Management Capability
Risk identification and processes to mitigate and manage Value engineering, continuous improvement. (policy, systems, practice)] Scoring methodology: Purchaser’s Requirements Criteria Scoring Documentation Requirement Maximum Remark Submission Requirement [Demonstrate, in the Concept Paper, a full understanding of the Purchaser’s Requirements. Key aspects to be addressed in the Concept Paper are: Full understanding of the Purchaser’s Requirements Practical and realistic preliminary approach and methodology Realistic preliminary timeline/delivery schedule Effective risk identification).] Scoring methodology: [select a maximum score (out of 100) between 5 and 10] 2-ER Sustainable Procurement
Criteria Scoring Documentation Requirement Maximum Remark Submission Requirement [Sustainable procurement (to be specified by the Purchaser) practices successfully demonstrated in the following key areas: Sustainable procurement (policy and systems) record of delivering successful sustainable procurement result/s (actual examples to be provided) Sustainable procurement accreditation from a recognized body Sustainable procurement award from a recognized body.] Scoring methodology: [select a maximum score (out of 100) between 0 and 10] In case of JV, at least one member will be evaluated. Table 2-SP
[The following shall be filled in for the Applicant and for each member of a Joint Venture] Applicant’s Name: [insert full name] Date: [insert day, month, year] Joint Venture Member Name:[insert full name] RFP No. and title: [insert RFP number and title] Page [insert page number] of [insert total number] pages 1. Financial data Type of Financial information in (currency) Historic information for previous _[insert number] years, [insert in (amount in currency, currency, exchange rate*, USD equivalent) Year 1 Year 2 Year 3 Year4 Year 5 Statement of Financial Position (Information from Balance Sheet) Assets (TA) Total Liabilities (TL) Total Equity/Net Worth (NW) Current Assets (CA) Current Liabilities (CL) Working Capital (WC) Information from Income Statement Total Revenue (TR) Profits Before Taxes (PBT) Cash Flow Information Cash Flow from Operating Activities * Refer ITA 14 for the exchange rate 2. Sources of Finance