Millennium Challenge Account Zambia
BASELINE DATA COLLECTION
Pre-Proposal Conference 18th August, 2015
Chibwe D. Mwelwa
Procurement Director
Reducing Poverty Through Economic Growth
Purpose & Scope MCC Program Procurement Principles Procurement Plan Procurement Process (QCBS) Request for Proposals (RFP) Evaluation of Proposals Specific PPG Requirements
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Presentation Outline
Purpose & Scope
Three-fold:• Assist prospective Consultants understand the
Bidding Documents and put together responsive proposals;
• Assist prospective Consultants know what the expectations will be should they receive an award using Section 5 of the RFP, and
• Note the future relationship MCA-Zambia intends to have with any eventual winner of the Proposal.
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Procurement Organization
• MCC: Millennium Challenge Corporation: Provider of the Grant
• MCA-Zambia: Millennium Challenge Account Zambia: Management of the Fund
• Procurement Agent (PA): Contracted by
MCA-Zambia to carry out the procurement processes on behalf of the MCA-Zambia
• Fiscal Agent (FA): Contracted by MCA-Zambia to administer the finances of the MCA-Zambia
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MCC ProcurementPrinciples
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Fair
PrinciplesTransparent Competitive
Open
MCC Program Procurement Guidelines (PPG)
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MCC Procurement Principles Cont’d
Open, fair, and competitive procedures used in a transparent manner in the procurement process.
Solicitations based on clear and accurate descriptions of what need to be acquired.
Contracts awarded only to qualified and capable suppliers / Contractors.
No more than a commercially reasonable price shall be paid
No Preferable treatment shall be given to any contractor or group of Contractors.
- These Principles Underpin the MCC Program Procurement Guidelines6Reducing Poverty Through Economic Growth 8/18/2015
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Procurement Plan
The procurement Process will commence with:Procurement Planning Preparation of the Plan PP includes the Procurement Method to be used and also takes
into account the timelines
General Procurement Notice (GPN) Published on MCA Zambia Website Any changes to the GPN are published as a revised version. This is for Potential Contractors / Consultants to start planning Published at least every 6 months
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Procurement Process
Quality and Cost Based Selection
(QCBS)P1.B.2.1 Quality and Cost Based Selection uses a competitive process that takes into account the quality of the proposal and the cost of the services in the selection of the successful firm. Cost as a factor of selection shall be used judiciously. The relative weight to be given to the quality and cost shall be determined for each case depending on the nature of the assignment.
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Request For Proposals(RFP)
• Is based upon the World Bank Standard Bidding Documents for Procurement of Services, with WB copyright http://www.worldbank.org;
• MCC PPG, upon which the SBD-Services is based, has several criteria departures from that of World Bank. (As Indicated on next slide):
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Request for Proposal (IFB) Cont’d
5 key criteria departures for our purpose:
• Provision of broader advertising requirements for procurement opportunities,
• Tightening of restrictions on currency use,• Prohibition of national preference in the procuring of goods,
works and services,• Inclusion of the excluded parties' list under US laws and policies, • Identification of English as the official operating language for
MCC-funded procurements.
Bidders are advised to exercise caution on some of these significant differences.
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Request For Proposals(RFP) Cont’d
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Letter of Invitation
(LOI)
Terms of Reference
Contract forms
Bidding Procedure
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• Proposals submission not later than 10:00 hours on Tuesday, 15th September, 2015.
• No late Proposals will be accepted. • Electronic Proposals will not be accepted.• Technical Proposals will be publicly opened at the
same venue immediately thereafter.
RFP Letter of Invitation
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Section 1 - Instruction to Consultants Section 2 - Proposal Data Sheet Section 3 - Qualification and Evaluation Criteria Section 4 - Technical and Financial Proposal Forms
RFP - Bidding Procedure
Bidding Procedure
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RFP - Conditions of Contract
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Contract Forms
Section 5 – Contract Forms• Section I - Agreement• Section II - General Conditions of Contract (GCC)• Section III - Special Conditions of Contract (SCC)• Section IV - Appendices
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RFP -
Terms of Reference
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Section 6 – Terms of Reference– Description of the Assignment– Implementation of the Assignment– Reporting Requirements
Terms of Reference
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Bidding Forms
Section 4A - Technical Proposal Forms • TECH-1 Technical Submission Form• TECH-2 Financial Capacity of the Consultant• TECH-3 Organization of the Consultant • TECH-4 Experience of the Consultant• TECH-5 References of the Consultant• TECH-6 Description of Approach, Methodology and Work Plan
for Performing the Assignment• TECH-7 Comments and Suggestions• TECH-8 Team Composition and Task Assignments• TECH-9 Staffing Schedule• TECH-10 Work and Deliverables Schedule• TECH-11 CV of Proposed Key Personnel
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Bidding Forms (Cont’d.)
Section 4B - Financial Proposal Forms
• FIN-1 Financial Proposal Submission Form• FIN-2 Price Summary• FIN-3 Breakdown of Price by Activity • FIN-4 Breakdown of Price by Remuneration
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Clarifications & Amendments to the RFP (ITC 2.1)
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Requests no later than 14 days prior to the Proposal
Submission Date 1st September, 2015
Clarifications no later than 10 days prior to the
Proposal Submission Date 5th September, 2015
All Amendments and Clarifications shall be uploaded on MCA-Zambia website; and a copy shall be sent to all Registered Consultants by email through PA
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Submission Form(ITC 1.14 & 4.3)
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Proposals should be submitted in accordance with the format
(TECH and FIN Forms) and in the sequence specified in the RFP
ORIGINAL of the Proposal to be signed in ink by the authorized signatory and initialed on all pages in ink.
Appendix to Proposal attached and signed
No alterations to the text of the provided form
Submission Form(TECH-1)
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ITC/PDS – Qualification and Evaluation Criteria
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Quality Cost Based Selection (QCBS)
Takes into account both Quality and Cost
Quality : 80% / Cost : 20% Two Envelope System Financial Proposals for unselected technical Proposals are
returned unopened Strict adherence to Evaluation Grid (Marks Awarded according
to the Grid/ Evaluation Criteria) The firm with the highest combined score (Technical and
Financial) is invited for negotiations
Qualification & Evaluation Criteria
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Technical Evaluationof Proposals
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The Technical evaluation of the Proposal is to be based on the contents of the Proposal itself, as defined in ITC 5, and will involve
the following processes:
Administrative Check
Individual Technical
Evaluation
Consensual Technical
Evaluation
Substantial
Responsiveness
Notification of Technical
Scores
Financial Evaluationof qualified Proposals
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Opening of Technically qualified Proposals
Financial Evaluation
Price Reasonableness Analysis
Substantial
Responsiveness
Recommendation
The Financial evaluation of the Proposal is to be based on the contents of the Proposal itself, as defined in ITC 5, and will involve
the following processes:
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Technical Evaluation Panel (TEP) Selection:
• Members are on the panel for the specific skills they possess and NOT for the position they hold: The PA will undertake an analysis of the TEP constitution to ascertain this aspect.
• Members are checked for Conflicts of Interest ;• Obtain MCC approval if required;• Seek experts with experience in the disciplines as part of the
Evaluation Process;
• EVALUATE BY ONLY USING CRITERIA IN THE SOLICITATION23
Technical Evaluation Panel (TEP)
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• Price Reasonableness Analysis- Not more that a commercially reasonable price shall be paid• Eligibility Criteria- Country Eligibility: Individual & Firms- Subject by law or policy of the U.S.A or U.N Security
council• Bid Challenge System- First Level Review : MCA Zambia determination- Second level Review : Independent Body
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Specific PPG Requirements
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• Debriefing Process
- Following notification of technical scores and/or award of contract, any Consultant, who submitted a proposal, wishing to ascertain the grounds on which its proposal was not selected, may request an explanation from MCA-Zambia as to why it was unsuccessful.
- MCA-Zambia shall promptly provide the explanation as to why such Proposal was not selected, in writing and/or in a debriefing meeting.
- This should assist Consultants in improving future Proposals.
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List Of Common Errors
Proposal not signed/Signed with an electronic signature Omission of initializing all pages of the Proposal TECH-1 not completed/signed as required by the RFP Omission of Technical Proposal forms/not duly completed Information provided in a different format than the TECH Forms Key Personnel (CV) omitted in the Technical Proposal Omission of Signature on the CVs Electronic copy not provided/Electronic copy different than the
Original hard copy Financial Information (amount, monthly or daily rate of Key
Personnel ) included in the Technical Proposal/CD FIN-1 not completed/signed as required by the RFP
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List Of Common Errors (Cont’d.)
• Key Personnel not meeting the required qualifications/Experience
• Submission of personnel not required in the RFP
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THANK YOU
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