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    b8g - Annexiiiom - en TD 02

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    Ekonomsko Menadzerska Skola Pancevo
    The document outlines an organization's methodology for successfully executing a contract, including: 1) Providing rationale for understanding contract objectives and key risks. 2) Proposing an implementation strategy with tasks, inputs, and outputs. 3) Describing consortium member roles and backstopping support. 4) Presenting a timetable and milestones to achieve contract requirements. 5) Including a logical framework reflecting the methodology considerations.

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    b8g - Annexiiiom - en TD 02

    Uploaded by

    Ekonomsko Menadzerska Skola Pancevo
    51 views2 pages
    The document outlines an organization's methodology for successfully executing a contract, including: 1) Providing rationale for understanding contract objectives and key risks. 2) Proposing an implementation strategy with tasks, inputs, and outputs. 3) Describing consortium member roles and backstopping support. 4) Presenting a timetable and milestones to achieve contract requirements. 5) Including a logical framework reflecting the methodology considerations.

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    b8g_annexiiiom_en TD 02.doc

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    The document outlines an organization's methodology for successfully executing a contract, including: 1) Providing rationale for understanding contract objectives and key risks. 2) Proposing an implementation strategy with tasks, inputs, and outputs. 3) Describing consortium member roles and backstopping support. 4) Presenting a timetable and milestones to achieve contract requirements. 5) Including a logical framework reflecting the methodology considerations.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    51 views2 pages

    b8g - Annexiiiom - en TD 02

    Uploaded by

    Ekonomsko Menadzerska Skola Pancevo
    The document outlines an organization's methodology for successfully executing a contract, including: 1) Providing rationale for understanding contract objectives and key risks. 2) Proposing an implementation strategy with tasks, inputs, and outputs. 3) Describing consortium member roles and backstopping support. 4) Presenting a timetable and milestones to achieve contract requirements. 5) Including a logical framework reflecting the methodology considerations.

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    of 2

    ANNEX III: ORGANISATION & METHODOLOGY

    To be completed by the tenderer

    Please provide the following information:

    1. RATIONALE

     Any comments you have on the Terms of Reference for the successful execution of activities, in
    particular regarding the objectives and expected results, thus demonstrating the degree of
    understanding of the contract. Your opinion on the key issues related to the achievement of the
    contract objectives and expected results.
     An explanation of the risks and assumptions affecting the execution of the contract.

    2. STRATEGY

     An outline of the approach proposed for contract implementation.


     A list of the proposed tasks you consider necessary to achieve the contract objectives.
     Inputs and outputs.

    3. BACKSTOPPING AND INVOLVEMENT OF ALL MEMBERS OF THE CONSORTIUM

     If a tender is submitted by a consortium, a description of the input from each member of the
    consortium and the distribution and interaction of tasks and responsibilities between them.
    Furthermore, the involvement of all members of the consortium will be considered added value
    in the tender evaluation. If the tender is submitted by a single company, the total of available
    points for this part in the evaluation grid will be allocated.
     A description of the support facilities (back-stopping) that the contractor will provide to the
    team of experts during execution of the contract. The back-up function will be assessed in the
    evaluation and should be carefully explained in the organisation and methodology, including
    the list of staff, units, etc. which are supposed to ensure that function, as well as the available
    quality systems and knowledge capitalisation methods and tools, within the respective members
    of the consortium.
     A description of any subcontracting arrangements with a clear indication of the tasks that will
    be entrusted to subcontractors and a statement by the tenderer guaranteeing the eligibility of
    subcontractors.

    4. TIMETABLE OF WORK

     The timing, sequence and duration of the proposed tasks, taking into account travel time.
     The identification and timing of major milestones in executing the contract, including an
    indication of how the achievement of these would be reflected in any reports, particularly those
    stipulated in the Terms of Reference.
     The methodologies contained in the offer should include a work plan indicating the envisaged
    resources to be mobilised.
    [For fee-based contracts:

    January 2013 Page 1 of 2


    483263167.doc
    Organisation & methodology
     The expected number of working days required from each category of expert each month during
    the period of execution of the contract (using the Excel spreadsheet linked to the Budget
    breakdown).
    Guidance notes on expert inputs:

    The tenderer is expected to take into account the implementation period of the contract and
    propose the number of expert days which will accomplish the tasks described in the Terms of
    Reference.
    Implementation of the contract (and therefore payment) is based solely on the working days. The
    Contractor will only be paid for days actually worked on the basis of the daily fee rate contained in
    the budget breakdown (Annex V). Tenderers must annex the ‘Estimated number of working days’
    worksheet contained in the spreadsheet for Annex V to the Organisation and Methodology to
    demonstrate the correspondence between the proposed methodology and the expert inputs. Please
    note that the budget breakdown should not be attached to the Organisation and Methodology as no
    financial offer should be disclosed in the technical offer.
    During the technical evaluation, assessment will be made if the number of working days estimated
    for each month for each type of expert proposed in the Organisation and Methodology are
    sufficient for the requirements of the Terms of Reference to be achieved. This is judged on the
    basis of the profiles identified in the Terms of Reference and the Organisation and Methodology.
    The tenderer is expected to include the holiday provision for the experts. The annual leave
    entitlement of the experts employed by the Contractor is determined by their employment contract
    with the Contractor and not by the service contract between the Contracting Authority and the
    Contractor. However, the Contracting Authority can decide when experts take their annual leave
    since this is subject to approval by the Project Manager, who will assess any such request
    according to the needs of the project while the contract is in progress. For obvious reasons, a day
    of annual leave is not considered to be a working day. Please see the General Conditions, Articles
    21 and 22
    The fee rates for all experts must include the remuneration paid to the experts, all the
    administrative costs of employing the relevant experts, such as equipment, relocation and
    repatriation expenses [including flights to and from the beneficiary country upon mobilisation and
    demobilisation as well as leave], accommodation, expatriation allowances, leave, medical
    insurance and any other employment benefits given to the experts by the Contractor. It shall also
    include any security arrangement except when this is exceptionally included under the incidental
    expenditure. Furthermore the fees shall also include the margin, overheads, profit and
    backstopping facilities.
    A fee-based/technical assistance contract is, by definition, one in which the actual days worked
    each month for each category of experts may differ from the number of working days estimated for
    each month in the work plan in Annex V. The actual input required for the tasks specified in the
    Terms of Reference and Organisation and Methodology will only be known once the contract
    starts. The Project Manager will use the work plan when monitoring the actual number of working
    days submitted in each invoice to check that the contract is progressing within budget. The
    Contractor may update the estimate during implementation of the project in accordance with article
    20 of the General Conditions.

    5. LOG FRAME

    A logical framework reflecting the considerations described in items 1 – 3 (see the Project Cycle
    Management Manual available from the PCM Home page:

    http://ec.europa.eu/europeaid/multimedia/publications/publications/manuals-tools/t101_en.htm).

    January 2013 Page 2 of 2


    483263167.doc

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