"Technical and Financial Proposal Template"

Download "Technical and Financial Proposal Template"

134 times

Rate (4.4 / 5) 8 votes

Show Pagination

Annex 4: Technical and Financial Proposal Template

Technical proposal Template

Introduction

Executive Summary

This includes the bidder’s understanding of the terms of reference, scope of work and necessary skills, and company profile. This involves including an

overview of the main points contained in the proposal with references to sections where more detailed discussion of each point can be found (maximum 4

pages).

Approach

A detailed description of how the bidder will undertake each major area in the SCOPE OF THE PROJECT and DELIVERABLES section, required resources

(bidder, ministry and third party) and any special skills required, the deliverables (format and structure), use of any metho dology and how it will cover the

scope, use of any standard tools, and duration of any work streams.

[Activity 1]

Implementation Approach

Actions

Approach

Describes the bidder’s approach for implementing the action; including

Provides a listing of the actions needed

▪

Process (i.e. steps)

for the Activity

▪

Standard methodologies adopted

▪

Scope of involvement for each stakeholders

…

Deliverables

Format and Structure

Provides a listing of the deliverables of

Describes the format (e.g. MS Word document) and Structure (e.g. Outline,

the Activity

indicating the scope and content) of each deliverable.

Annex 4: Technical and Financial Proposal Template

Technical proposal Template

Introduction

Executive Summary

This includes the bidder’s understanding of the terms of reference, scope of work and necessary skills, and company profile. This involves including an

overview of the main points contained in the proposal with references to sections where more detailed discussion of each point can be found (maximum 4

pages).

Approach

A detailed description of how the bidder will undertake each major area in the SCOPE OF THE PROJECT and DELIVERABLES section, required resources

(bidder, ministry and third party) and any special skills required, the deliverables (format and structure), use of any metho dology and how it will cover the

scope, use of any standard tools, and duration of any work streams.

[Activity 1]

Implementation Approach

Actions

Approach

Describes the bidder’s approach for implementing the action; including

Provides a listing of the actions needed

▪

Process (i.e. steps)

for the Activity

▪

Standard methodologies adopted

▪

Scope of involvement for each stakeholders

…

Deliverables

Format and Structure

Provides a listing of the deliverables of

Describes the format (e.g. MS Word document) and Structure (e.g. Outline,

the Activity

indicating the scope and content) of each deliverable.

…

[Activity 2]

Implementation Approach

Actions

Approach

Describes the bidder’s approach for implementing the action; including

Provides a listing of the actions needed

▪

Process (i.e. steps)

for the Activity

▪

Standard methodologies adopted

▪

Scope of involvement for each stakeholders

…

Deliverables

Format and Structure

Provides a listing of the deliverables of

Describes the format (e.g. MS Word document) and Structure (e.g. Outline,

the Activity

indicating the scope and content) of each deliverable.

…

[Activity…]

Implementation Approach

Actions

Approach

Describes the bidder’s approach for implementing the action; including

Provides a listing of the actions needed

▪

Process (i.e. steps)

for the Activity

▪

Standard methodologies adopted

▪

Scope of involvement for each stakeholders

…

Deliverables

Format and Structure

Provides a listing of the deliverables of

Describes the format (e.g. MS Word document) and

the Activity

Structure (e.g. Outline, indicating the scope and

content) of each deliverable.

…

Work Plan and Duration

The work plan and duration for the overall consulting work, including any dependencies between the separate items in the scope. The bidder should provide

milestones for each deliverable. The work plan should break down the phases and tasks within each phase and indicate which re sources will be working on

these tasks

Track Record

The bidder’s track record on projects similar in both size and nature undertaken in the last (7) years, and references of suitable client references with contact

details

CVs of Project Staff

A summary of proposed team and a description of each project staff role and their relevant experience. Brief resumes of the team who will work on the project

(all detailed resumes should be included in an Appendix). The bidder should also indicate the availability of the proposed staff and indicate which phases of

the project each team member is participating in, what role they will be playing, and what their utilization rate will be (percentage of their time), below is the

required template to be filled for each team member

Curriculum Vitae

Proposed Position on the Project:

Name of Firm:

Name of Personnel:

Profession/Position:

Date of Birth

Years with the Company:

Nationality:

Proposed Duration on Site:

Key Qualifications and Relevant Experience

Expected Role in MOICT Project