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World Bank - Sample form of evaluation report: selection of consultants

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title Sample Form of Evaluation Report Selection of Consultants - photo 1

title:Sample Form of Evaluation Report : Selection of Consultants
author:
publisher:World Bank
isbn10 | asin:0821346261
print isbn13:9780821346266
ebook isbn13:9780585212845
language:English
subjectConsultants--Selection and appointment--Forms, Contracts--Forms.
publication date:1999
lcc:HG3881.5.W57S256 1999eb
ddc:658.4/6
subject:Consultants--Selection and appointment--Forms, Contracts--Forms.
Page i
Selection of Consultants
Sample Form of Evaluation Report
October 1999 Page iii Preface1 - photo 2
October 1999 Page iii Preface1 Consultants2 employed by - photo 3
October 1999
Page iii
Preface1
Consultants2 employed by Bank Borrowers and financed by the World Bank or under trust funds3 are hired according to the Bank's Consultant Guidelines (Guidelines).4 The Guidelines specify the Borrowers' obligations to submit certain reports to the Bank during the selection process:
Picture 4
(a) for contracts subject to prior review by the Bank (see Appendix 1, para. 2(a), of the Guidelines):
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(i) a technical evaluation report subject to prior review by the Bank, such as the Bank's no-objection prior to opening the financial proposals; or
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(ii) a technical evaluation notice for contracts above the prior review threshold but below a higher threshold indicated in the Loan Agreement. In such case, the Borrower needs not wait for the Bank's no-objection to open the financial proposals;
In both cases the Borrower must send to the Bank for prior review the combined technical/financial evaluation report;
Picture 7
(b) for contracts subject to post-review by the Bank:
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(i) a combined technical/financial report to be reviewed or audited subsequently.
This document sets out the format of a sample evaluation report. It is provided to Bank Borrowers to facilitate the evaluation of consultants' proposals and the subsequent review of these proposals by the Bank. Its use is strongly recommended but not mandatory.
The evaluation must be in accordance with the criteria spelled out in the Request for Proposals and carried out by qualified evaluators. The Request for Proposals should be prepared in agreement with the Guidelines (para. 2.8).
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1 This preface is not part of the report. It should not appear in the report submitted to the Bank.
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2 The term Consultants in this document refers to organizations and not individuals.
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3 Trust funds are funds provided by donors and administered by the Bank.
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4 All references to the Guidelines made in this report are to Guidelines: Selection and Employment of Consultants by World Bank Borrowers (Washington, D.C.: World Bank, January 1997, revised September 1997 and January 1999). Copies of the Guidelines are available at http://www.worldbank.org/html/opr/procure/propage.html.
Page iv
The evaluation report includes five sections:
Section I. A Short Report Summarizing the Findings of the Technical Evaluation;
Section II. Technical Evaluation ReportForms;
Section III. A Short Report Summarizing the Findings of the Financial Evaluation;
Section IV. Financial Evaluation ReportForms;
Section V. Annexes:
Annex I. Individual Evaluations;
Annex II. Information Data Monitoring;
Annex III. Minutes of the Public Opening of the Financial Proposals;
Annex IV. Copy of the Request for Proposals;
Annex V. Miscellaneous AnnexesAd Hoc.
The report can be used for all methods of selection described in the Guidelines. Though it mainly addresses Quality- and Cost-Based Selection, each section contains a note indicating the data and forms that are to be provided for the other methods of selection.
The evaluation notice is sent to the Bank after the technical evaluation is completed. It includes only Form IIB and a short explanatory note to flag important aspects of the evaluation. Following the Bank's no-objection to the evaluation notice, the Borrower prepares Forms IVC and IVD and a short explanatory note to highlight the most important aspects of the financial evaluation.
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