SPD RFP FA Consulting Services Financial Proposals Invited at Primary Procurement July 2023

STANDARD PROCUREMENT
DOCUMENT
Request for Proposals

Framework Agreement(s)
Consulting Services
(with financial proposals (rates) invited at the Primary
Procurement stage)
July 2023
This document is subject to copyright.
This document may be used and reproduced for non-commercial purposes only. Any commercial
use, including without limitation reselling, charging to access, redistribute, or for derivative
works such as unofficial translations based on this document is not allowed.
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July 2023
This SPD requires that the successful consultant shall submit the Beneficial Ownership
Disclosure Form in accordance with the requirements of the RFP.
Further, this revision includes provisions to manage cyber security risks, to apply for contracts
that have been assessed to present potential or actual cyber security risks.
iii
Foreword
1. This Standard Procurement Document (SPD), Request for Proposals (RFPs)-
Framework Agreement (s) for selection of consultants to provide Consultancy Services,
has been prepared by the World Bank1 (“Bank”)
2. This SPD reflects the World Bank’s Procurement Regulations for IPF Borrowers, July,
2016 as amended from time to time. This SPD is applicable to the selection of
consultant(s), to provide Consultancy Services, funded, in whole or in part, by IBRD or
IDA financed projects and whose Legal Agreement makes reference to the Procurement
Regulations for IPF Borrowers.
3. This SPD requires that the successful consultant shall submit the Beneficial Ownership
Disclosure Form in accordance with the requirements of the RFP. Further, this revision
includes provisions to manage cyber security risks, to apply for contracts that have been
assessed to present potential or actual cyber security risks.
4. The SPD includes provisions to ensure that a firm disqualified by the Bank for non-
compliance with SEA/SH obligations is not awarded a contract.
5. The text shown in Italics is “Notes to the Procuring Agency”. It provides guidance to
the entity in preparing a specific RFP. “Notes to the Procuring Agency” should be
deleted from the final RFP issued to the shortlisted Consultants.
6. Framework Agreements may be used to retain one or more qualified consulting firms
for multiple consulting assignments that: (i) are similar in nature and complexity to be
described under a broad terms of reference, with details (such as precise location,
duration and scope) specified in individual call-off contracts as applicable; (ii) require
similar qualifications; and/or (iii) are individually relatively small (economy of scale or
scope).
7. After a competitive selection process, framework agreements with TORs that broadly
define the nature and scope of services that may be required during the term of the
framework agreement, may be concluded with one or more consultants.
8. As the consulting services carried out under a framework agreement/s are more
specifically determined during the call-off process, in most cases, it may not be
practical to request a complete financial proposal and include it in the Primary
Procurement evaluation process. The Quality and Cost-based selection method may
therefore not be appropriate for selecting firms to conclude a framework agreement. In
such circumstances where it is not practical to define upfront more accurate TORs and
inputs required from the firms, the Quality-based Selection (QBS) would be more
appropriate at the Primary Procurement stage. This SPD is based on QBS at that stage.
9. At the Primary Procurement stage, the TORs normally provide the objectives,
background information and as much information as practically possible on the planned
assignments (such as expected scope, locations if known, typical estimated person
months requirements, qualifications of key experts, expected typical deliverables) to
1
References in this SPD to the “World Bank” or “Bank” include both the International Bank for Reconstruction
and Development (IBRD) and International Development Association (IDA).
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enable the consultants to propose appropriate experts and demonstrate how they would
approach the assignment/s, organize and resource their teams.
10. While it is important to simplify the call-off process and achieve efficiency gains
through the Primary procurement, it is recognized that this is a framework approach
and the information provided and technical proposals requested at this stage should not
be to the extent of limiting the specific requirements of the individual Call-off
Contracts.
11. The technical proposal will provide the experts and normally outline the approach and
methodology. The approach and methodology at the framework agreement level is to
demonstrate the consultants’ ability to carry out typical assignments to be called-off
under the Framework Agreement.
12. The Financial proposals will provide the remuneration rates of experts (depending on
the expected locations and timings of the assignments, there may be more than one
expert for a position) and typical reimbursement unit rates which will be subject to
negotiation with the Consultant/s the Procuring Agency intends to enter into framework
agreement/s.
13. For relatively simpler consulting services, the SPD- FA- Consulting Services (SPD
also available) where financial proposal is invited only at the Secondary
Procurement stage may be more appropriate.
To obtain further information on procurement under World Bank-financed projects or for any
questions regarding the use of this SPD, contact:
Chief Procurement Officer

The World Bank
1818 H Street, N.W.
Washington, D.C. 20433 U.S.A.
http://www.worldbank.org
SPD Summary v
Standard Procurement Document
SUMMARY
PART I – SELECTION PROCEDURES AND REQUIREMENTS
Section 1: Request for Proposals (RFP) Letter
This Section is a template of a letter for a Request for Proposals from the Procuring Agency
addressed to a shortlisted consulting firm inviting it to submit a proposal for a Primary
Procurement to conclude a Framework Agreement. The RFP letter includes a list of all
shortlisted firms to whom similar letters of invitation are sent, and a reference to the selection
method and applicable Procurement Regulations for IPF Borrowers or policies of the financing
institution that govern the selection and award process.
Section 2: Instructions to Consultants and Data Sheet
This Section consists of two parts: “Instructions to Consultants” and “Data Sheet”. “Instructions
to Consultants” contains provisions that are to be used without modifications. “Data Sheet”
contains information specific to each selection and corresponds to the clauses in “Instructions to
Consultants” that call for selection-specific information to be added. This Section provides
information to help consulting firms to prepare their proposals. It contains details on the
submission, opening, and evaluation of proposals received during the Primary Procurement. It
also provides an overview of the Secondary Procurement for the award of a Call-off Contract(s)
once the Framework Agreement(s) is concluded. This is more fully described in the Framework
Agreement.
Section 3: Technical Proposal – Standard Forms
This Section includes the forms that are to be completed by the shortlisted consultants and
submitted in accordance with the requirements of Section 2. The technical proposal will provide
the Experts and normally outline the methodology and allocation of resources. The methodology
and allocation of resources at the framework agreement level is to demonstrate the consultants’
methodology and approach in carrying out typical assignments to be carried out under the
Framework Agreement.
Section 4: Financial Proposal – Standard Forms
This Section includes the financial forms that are to be completed by the shortlisted consultants,
including the consultant’s costing of its technical proposal, which are to be submitted in
accordance with the requirements of Section 2. The Financial proposals will provide the
remuneration rates of Experts (depending on the expected locations and timings of the
assignments, there may be more than one expert for a position) and reimbursable unit rates which
SPD Summary vi
will be subject to negotiation with the Consultants the Procuring Agency intends to enter into
framework agreement/s.
Section 5: Eligible Countries
This Section contains information regarding eligible countries.
Section 6: Fraud and Corruption
This section includes the fraud and corruption provisions which apply to this selection process.
Section 7: Terms of Reference (TORs)
This Section includes the generic terms of reference that broadly provide the objectives,
background information and as much information as practically possible on the planned
assignments (such as expected scope, locations if known, typical estimated person months
requirements, qualifications of key experts, expected typical deliverables) to enable the
consultants to propose appropriate experts and show how they would organize and resource their
teams At the Primary Procurement, the TOR may be in broad terms but sufficiently accurate to
ensure confidence of the market and enable competitive proposals. The assignment specific
TORs may include evolving needs as long as the services remain within the scope defined in the
generic TOR in the Primary Procurement.
PART II – FRAMEWORK AGREEMENT
This section includes the Notification of Intention to conclude a Framework Agreement(s) and
the Notification to conclude a Framework Agreement (s). The section also sets out the provisions
of the Framework Agreement and includes relevant schedules, including details of the Secondary
Procurement.
SELECTION OF CONSULTANTS
Request for Proposals

Framework Agreement (s)
Consulting Services
PRIMARY PROCUREMENT
Procuring Agency: [insert the name of the agency carrying out this Primary
Procurement]
Country: [insert name of Borrower’s country]
Name of Project: [insert project reference]
Framework Agreement Title: [insert short title for the FA]
RFP No: [insert reference number from Procurement Plan]
Loan No./Credit No./Grant No.: [as per the Loan/Credit/Grant document]
Issued on: [insert date when RFP is sent to shortlisted firms]
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TABLE OF CONTENT
PART I – SELECTION PROCEDURES AND REQUIREMENTS.........................................2

Section 1. Request for Proposal Letter................................................................................3
Section 2. Instructions to Consultants and Data Sheet........................................................6
Section 3. Technical Proposal – Standard Forms.............................................................41
Section 4. Financial Proposal - Standard Forms...............................................................58
Section 5. Eligible Countries............................................................................................69
Section 6. Fraud and Corruption.......................................................................................71
Section 7. Terms of Reference..........................................................................................73
PART II – FRAMEWORK AGREEMENT............................................................................75
PART I – SELECTION PROCEDURES AND REQUIREMENTS 2
PART I – SELECTION PROCEDURES AND

REQUIREMENTS
Section 1. Request for Proposal Letter 3
Section 1. Request for Proposal Letter
Consulting Services
Framework Agreement Title: [insert short title for the FA] ________________________
RFP Reference No.: [as per the Procurement Plan]_______________________________
Loan No./Credit No./ Grant No.:__________________________________
Country: _____________________________________________________
Date:_________________________________________________________
[insert: Name and Address of Consultant. In case of a Joint Venture (JV), full name of the
JV and the names of each member as in the submitted Expression of Interest shall be used]
Dear Mr. /Ms.:
1. The [insert name of Borrower/Beneficiary/Recipient] [has received/has applied for/intends

to apply for] financing from the World Bank toward the cost of the [insert name of project
or grant] and intends to apply part of the proceeds toward payments under Call-off
Contracts that may be awarded under the [Framework Agreement (FA)/Framework
Agreements (FAs)] for [insert title of Framework Agreement(s)]1 concluded pursuant to this
RFP Primary Procurement. [Insert if applicable: “For this contract, the Borrower shall
process the payments using the Direct Payment disbursement method, as defined in the
World Bank’s Disbursement Guidelines for Investment Project Financing.”]
2. The Procuring Agency is undertaking the Primary Procurement with a view to concluding
[a Framework Agreement / Framework Agreements.] The Procuring Agency [select the
appropriate option: is the sole Client under the Framework Agreement[s]. / is a Client
acting on behalf of [another/a group of] Client[s] / is a central purchasing authority (but
not itself a Client) acting on behalf of [a/a group of] Client[s]].
3. The Procuring Agency now invites proposals to provide the following consulting services
(hereinafter called “Services”) pursuant to a Framework arrangement: [insert: a brief
description of the consulting services]. More details on the Services are provided in the
Terms of Reference (Section 7).
1
Insert if applicable: “Call-off Contract(s) awarded under a Framework Agreement will be jointly
financed by [insert name of co-financing agency]. The Primary Procurement to conclude a Framework
Agreement(s) and the Secondary Procurement to award a Call-off Contract(s) will be governed by the World
Bank’s Procurement Regulations.”
4. This Request for Proposals (RFP) has been addressed to the following shortlisted
Consultants:
[Insert the list of shortlisted Consultants. If a Consultant is a Joint Venture (JV), the
full name of the JV, as in the Expression of Interest, shall be used. In addition, list all
JV members, starting with the name of the lead member. Where sub-consultants have
been proposed, they shall be named.]
5. It is not permissible to transfer this RFP to any other firm.
6. The [Framework Agreement/Framework Agreements] to be concluded will be [choose one

of the following two options: “Single-User.” OR” Multi-User.”] [For Single-User FA/FAs
add the following: “The Single-User entitled to procure under the [Framework
Agreement/Framework Agreements]is [insert legal name of the agency.]] [For Multi-User
FAs add the following: “A list of the users (participating Clients) entitled to procure under
the [Framework Agreement/Framework Agreements] is provided in the RFP.”]]
7. [Choose one of the following two options: “A Framework Agreement will be concluded
with a single Consultant” OR “ Framework Agreements will be concluded with more than
one Consultant”]
8. The selection of a FA Consultant to be awarded a Call-off Contract will be done through a
Secondary Procurement as defined in Framework Agreement. However, the conclusion of a
Framework Agreement shall not impose any obligation on the Procuring Agency, including
participating Clients, to procure the consulting services under a Call-off Contract. The
conclusion of Framework Agreement does not guarantee that a Consultant in the framework
agreement will be awarded a Call-off Contract.
9. A firm will be selected under Quality-based selection method procedures, in accordance
with the Bank’s “Procurement Regulations for IPF Borrowers” [insert date of applicable
Procurement Regulations edition as per legal agreement] (“Procurement Regulations”),
which can be found at the following website: www.worldbank.org.
10. The [Framework Agreement/Framework Agreements] shall be concluded for a Term of
[insert the number of years, note: the initial Term cannot exceed 3 years] from the
commencement date stated in the Framework Agreement. [If applicable, indicate that the
initial term may be extended by a maximum of two additional years.]
11. The framework agreement is intended to cover the following geographical areas: [ insert,
if known, as appropriate].
The RFP includes the following documents:
Section 1 – Request for Proposals Letter
Section 2 - Instructions to Consultants and Data Sheet
Section 3 - Technical Proposal - Standard Forms
Section 4 - Financial Proposal - Standard Forms

Section 5 – Eligible Countries
Section 6 – Fraud and Corruption
Section 7 - Terms of Reference
Section 8 - Standard Forms of Call-off Contract ([select: Time-Based or Lump-Sum])
12. Attention is drawn to the Procurement Regulations requiring the Borrower to disclose
information on the successful Consultant’s beneficial ownership, as part of the publication
of the conclusion of framework agreement notice, using the Beneficial Ownership
Disclosure Form as included in the Request for Proposals.
13. Please inform us by [insert date], in writing at [insert address], by facsimile [insert fac-
simile number], or by E-mail [insert e-mail address]:
(a) that you have received this Request for Proposals; and
(b) whether you intend to submit a proposal alone or intend to enhance your
experience by requesting permission to associate with other firm(s) (if
permissible under Section 2, Instructions to Consultants (ITC), Data Sheet
14.1.1).
14. Details on the proposal’s submission date, time and address are provided in ITC 17.7 and
ITC 17.9.
Yours sincerely,
[Insert name of Procuring Agency]

[Insert name of officer and title]
[Insert postal address and/or street address, postal code, city and country]
[Insert telephone number, country and city codes]
[Insert facsimile number, country and city codes]
[Insert email address]
Section 2. Instructions to Consultants (ITC) 6
Section 2. Instructions to Consultants and Data

Sheet
TABLE OF CONTENT
A. General Provisions...............................................................................................................8
1. Definitions......................................................................................................................8
2. Introduction..................................................................................................................12
3. Conflict of Interest.......................................................................................................12
4. Unfair Competitive Advantage....................................................................................14
5. Fraud and Corruption...................................................................................................14
6. Eligibility.....................................................................................................................14
B. Preparation of Proposals.....................................................................................................16
7. General Considerations................................................................................................16
8. Cost of Preparation of Proposal...................................................................................16
9. Language......................................................................................................................16
10. Documents Comprising the Proposal...........................................................................16
11. Only One Proposal.......................................................................................................17
12. Proposal Validity.........................................................................................................17
13. Clarification and Amendment of RFP.........................................................................18
14. Preparation of Proposals Specific Considerations.......................................................19
15. Technical Proposal Format and Content......................................................................19
16. Financial Proposal........................................................................................................19
C. Submission, Opening and Evaluation................................................................................20
17. Submission, Sealing, and Marking of Proposals.........................................................20
18. Confidentiality.............................................................................................................21
19. Opening of Technical Proposals..................................................................................22
20. Proposals Evaluation....................................................................................................22
21. Evaluation of Technical Proposals...............................................................................22
22. Notification of Results of Technical Evaluation, Opening of Financial Proposals.....23
23. Correction of Errors.....................................................................................................23
24. Taxes............................................................................................................................23
25. Conversion to Single Currency....................................................................................24
26. Negotiations.................................................................................................................24
27. Conclusion of Negotiations..........................................................................................25
28. Standstill Period...........................................................................................................25
29. Notification of Intention to Conclude a Framework Agreement.................................25
30. Framework Agreement Criteria...................................................................................26
31. No Obligation to Procure.............................................................................................26
32. Non-exclusivity............................................................................................................26
33. Notification to conclude a Framework Agreement......................................................26
34. Debriefing by the Procuring Agency...........................................................................27
35. Signing the Framework Agreement.............................................................................27
36. Publication of the Conclusion of Framework Agreement Notice................................27
37. Procurement Related Complaint..................................................................................28
38. Method and criteria for award of Call-off Contract.....................................................28
E. Data Sheet...........................................................................................................................29
[Notes to the Procuring Agency: this part of Section 2, Instructions to Consultants, shall not be modified. Any
necessary changes, acceptable to the Bank, to address specific country and project issues, to supplement, but not
over-write, the provisions of the Instructions to Consultants (ITC), shall be introduced through the Data Sheet
only. “Notes to the Procuring Agency” should be deleted from the final RFP issued to the shortlisted
Consultants].
Instructions to Consultants
A. General Provisions
1. Definitions (a) “Affiliate(s)” means an individual or an entity that

directly or indirectly controls, is controlled by, or is
under common control with the Consultant.
(b) “Applicable Law” means the laws and any other
instruments having the force of law in the Borrower’s
country, or in such other country as may be specified
in the Data Sheet, as they may be issued and in force
from time to time.
(c) “Bank” means the International Bank for
Reconstruction and Development (IBRD) or the
International Development Association (IDA).
(d) “Borrower” means the Government, Government
agency or other entity that signs the
[loan/financing/grant1] agreement with the Bank.
(e) “Client” means the agency(ies) specified in the Data
Sheet that is/are permitted to Procure the Services
from a Consultant under a Call-off Contract awarded
through a Framework Agreement.
(f)“Consultant” means a legally-established professional
consulting firm or an entity that may be considered to
provide or provides the Services to the Client, upon
conclusion of a Framework Agreement, under the
Call-off Contract.
(g) “Call-off Contract” means a contract awarded by a
Client, under the Framework Agreement, pursuant to a
Secondary Procurement, for the provision of the
Services.
(h) “Closed Framework Agreement”: A Closed
Framework Agreement is where no new firm(s) may
conclude Framework Agreement(s) during the Term
of the Framework Agreement.
1
[“loan agreement” term is used for IBRD loans; “financing agreement” is used for IDA credits; and “grant
agreement” is used for Recipient-Executed Trust Funds administered by IBRD or IDA]
(i) “Data Sheet” means an integral part of the

Instructions to Consultants (ITC) Section 2 that is used
to reflect specific country and assignment conditions
to supplement, but not to over-write, the provisions of
the ITC.
(j) “Day” means a calendar day, unless otherwise
specified as “Business Day”. A Business Day is any
day that is an official working day of the Borrower. It
excludes the Borrower’s official public holidays.
(k) “Experts” means, collectively, Key Experts, Non-Key
Experts, or any other personnel of the Consultant,
Sub-consultant or Joint Venture member(s).
(l) “Framework Agreement (FA)” means the agreement
between the Procuring Agency and Consultant(s) (the
successful Consultant(s)) to establish the terms and
procedures governing the award of Call-off contracts
under the agreement.
(m) “Government” means the government of the
Borrower’s country.
(n) “in writing” means communicated in written form
(e.g. by mail, e-mail, fax, including, if specified in the
Data Sheet, distributed or received through the
electronic-procurement system used by the Procuring
Agency) with proof of receipt;
(o) “Joint Venture (JV)” means an association with or
without a legal personality distinct from that of its
members, of more than one Consultant where one
member has the authority to conduct all business for
and on behalf of any and all the members of the JV,
and where the members of the JV are jointly and
severally liable for the execution of any Call-off
Contract(s) awarded under the Framework Agreement
in accordance with the Call-off Contract conditions
that apply.
(p) “Key Expert(s)” means an individual professional
whose skills, qualifications, knowledge and
experience are critical to the performance of the
Services and whose CV is taken into account in the
technical evaluation of the Consultant’s proposal.
(q) “ITC” (this Section 2 of the RFP) means the
Instructions to Consultants that provides the
shortlisted Consultants with all information needed to
prepare their Proposals.

(r) “Lead Client” when named in the Framework
Agreement, a Lead Client is a party to the Framework
Agreement, in its capacity as: (a) the lead agency
acting on behalf of all participating Clients in
managing and administering the Framework
Agreement, and (b) as a Client in its own right.
(s) “Multi-User Framework Agreement” means a
Framework Agreement where there is more than one
Client permitted to procure the Services through a
Call-off Contract.
(t) “Multi-Consultant Framework Agreement” means
where more than one consultant concludes a
Framework Agreement for provision of the Services,
as specified in the Data Sheet.
(u) “Non-Key Expert(s)” means an individual
professional provided by the Consultant or its Sub-
consultant and who is assigned to perform the Services
or any part thereof and whose CVs are not evaluated
individually.
(v) “Primary Procurement” means the procurement
process that results in concluding a Framework
Agreement(s) with a successful Consultant(s), as
described in this Request for Proposals.
(w) “Procuring Agency” means the agency that
undertakes the Primary Procurement and concludes
the Framework Agreement(s).
(x) “Proposal” means the Technical Proposal and the
Financial Proposal of the Consultant.
(y) “Responsible Agency” when named in the
Framework Agreement, is a party to the Framework
Agreement, but only in its capacity to conclude the
Framework Agreement(s) with successful consultants,
and, as the agency responsible for managing and
administering the Framework Agreement, on behalf of
the Client or Clients, once it has been concluded. A
Responsible Agency is not a Client under the
(z) “RFP” means the Request for Proposals to be
prepared by the Procuring Agency for the selection of
Consultants, based on the SPD - RFP.
(aa) “Secondary Procurement” means the process
described in the Framework Agreement and followed

by a Client to select a Consultant and award a Call-off
Contract for the provision of Services.
(bb) “Services” means the work to be performed by the
Consultant under a Call-off Contract awarded under a
(cc) “Sexual Exploitation and Abuse” “(SEA)” means
the following:
Sexual Exploitation is defined as any actual or
attempted abuse of position of vulnerability,
differential power or trust, for sexual purposes,
including, but not limited to, profiting monetarily,
socially or politically from the sexual exploitation
of another.
Sexual Abuse is defined as the actual or
threatened physical intrusion of a sexual nature,
whether by force or under unequal or coercive
conditions.
(dd) “Sexual Harassment” “(SH)” is defined as
unwelcome sexual advances, requests for sexual
favors, and other verbal or physical conduct of a
sexual nature by the Experts with other Experts or
Client’s personnel.
(ee) “Single-User Framework Agreement” means a
Framework Agreement where there is only one Client.
(ff) “Single-Consultant Framework Agreement” means
a Framework Agreement where only one consultant
concludes a Framework Agreement for the provision
of the Services, as specified in the Data Sheet.
(gg) “SPD - RFP” means the Standard Procurement
Document - Request for Proposals, which must be
used by the Procuring Agency as the basis for the
preparation of the RFP.
(hh) “Sub-consultant” means an entity to whom the
Consultant intends to subcontract any part of the
Services while the Consultant remains responsible to
the Procuring Agency and the Client during the whole
performance of the Framework Agreement and Call-
off Contract.
(ii) “Term” mean the duration of a Framework
Agreement starting on the Commencement Date
specified in the Data Sheet. Where applicable, it
includes any extension(s) to the initial Term, if

permitted and agreed.
(jj) “Terms of Reference (TORs)” (this Section 7 of the
RFP) means the generic Terms of Reference that
explains the objectives, scope of work, activities, and
tasks to be performed, respective responsibilities of
the Client and the Consultant, and expected results and
deliverables of the assignment. More precise
assignment-specific TORs are provided by the
Client/s, as appropriate, during the Secondary
Procurement.
2. Introduction 2.1 The Procuring Agency named in the Data Sheet intends
to select a Consultant from those listed in the Request for
Proposals (RFP), in accordance with the method of
selection specified in the Data Sheet.
2.2 The shortlisted Consultants are invited to submit a
Technical Proposal and a Financial Proposal, or a
Technical Proposal only, as specified in the Data Sheet,
for consulting services required for the assignment named
in the Data Sheet. The Proposal will be the basis for
negotiating and ultimately signing the Framework
Agreement/s with the selected Consultant/s.
2.3 The Consultants should familiarize themselves with the
local conditions and take them into account in preparing
their Proposals, including attending a pre-proposal
conference if one is specified in the Data Sheet.
Attending any such pre-proposal conference is optional
and is at the Consultants’ expense.
2.4 The Procuring Agency will provide, at no cost to the
Consultants, the inputs, relevant project data, and reports
required for the preparation of the Consultant’s Proposal
as specified in the Data Sheet.
3. Conflict of 3.1 The Consultant is required to provide professional,

Interest objective, and impartial advice, at all times holding the
Client’s interests paramount, strictly avoiding conflicts
with other assignments or its own corporate interests and
acting without any consideration for future work.
3.2 The Consultant has an obligation to disclose to the
Procuring Agency and/or the Client, as the case may be,
any situation of actual or potential conflict that impacts its
capacity to serve the best interest of its Client. Failure to
disclose such situations may lead to the disqualification of
the Consultant or the termination of its Framework

Agreement and Call-off Contract (if awarded) and/or
sanctions by the Bank.
3.2.1 Without limitation on the generality of the
foregoing, the Consultant shall not be hired under
the circumstances set forth below:
a. Conflicting (i) Conflict between consulting activities and

Activities procurement of goods, works or non-consulting
services: a firm that has been engaged by the
Procuring Agency or the Client, as the case may be,
to provide goods, works, or non-consulting services
for a project, or any of its Affiliates, shall be
disqualified from providing consulting services
resulting from or directly related to those goods,
works, or non-consulting services. Conversely, a firm
hired to provide consulting services for the
preparation or implementation of a project, or any of
its Affiliates, shall be disqualified from subsequently
providing goods or works or non-consulting services
resulting from or directly related to the consulting
services for such preparation or implementation.
b. Conflicting (ii) Conflict among consulting assignments: a Consultant

Assignments (including its Experts and Sub-consultants) or any of
its Affiliates shall not be hired for any assignment
that, by its nature, may be in conflict with another
assignment of the Consultant for the same or for
another Client.
c. Conflicting (iii) Relationship with the Procuring Agency’s or Client’s

Relationships staff: a Consultant (including its Experts and Sub-
consultants) that has a close business or family
relationship with a professional staff of the Borrower
(or of the Procuring Agency, Client, or of the project
implementing agency, or of a recipient of a part of
the Bank’s financing) who are directly or indirectly
involved in any part of (i) the RFP or preparation of
the Terms of Reference for the Framework
Agreement or Call-off Contract, (ii) the selection
process for the Framework Agreement or Call-off
Contract, or (iii) the implementation or supervision of
the Framework Agreement or Call-off Contract, may
not be able to conclude a Framework Agreement or
be awarded a Call-off Contract, unless the conflict
stemming from this relationship has been resolved in
a manner acceptable to the Bank throughout the

selection process and the execution of the Framework
Agreement and/or Call-off Contract.
4. Unfair 4.1 Fairness and transparency in the selection process require

Competitive that the Consultants or their Affiliates competing for a
Advantage specific assignment do not derive a competitive advantage
from having provided consulting services related to the
assignment in question. To that end, the Procuring Agency
shall indicate in the Data Sheet and make available to all
shortlisted Consultants together with this RFP all
information that would in that respect give such
Consultant any unfair competitive advantage over
competing Consultants.
5. Fraud and 5.1 The Bank requires compliance with the Bank’s Anti-
Corruption Corruption Guidelines and its prevailing sanctions policies
and procedures as set forth in the WBG’s Sanctions
Framework, as set forth in Section 6.
5.2 In further pursuance of this policy, Consultants shall
permit and shall cause their agents (where declared or
not), subcontractors, subconsultants, service providers,
suppliers, and personnel, to permit the Bank to inspect all
accounts, records and other documents relating to any
shortlisting process, Proposal submission, Primary
Procurement, Framework Agreement performance,
Secondary Procurement, and/or Call-off Contract
performance (in the case of award of a Call-off Contract),
and to have them audited by auditors appointed by the
Bank.
6. Eligibility 6.1 The Bank permits consultants (individuals and firms,

including Joint Ventures and their individual members)
from all countries to offer consulting services for Bank-
financed projects.
6.2 Furthermore, it is the Consultant’s responsibility to ensure
that its Experts, joint venture members, Sub-consultants,
agents (declared or not), sub-contractors, service providers,
suppliers and/or their employees meet the eligibility
requirements as established by the Bank in the applicable
Procurement Regulations.
6.3 As an exception to the foregoing ITC 6.1 and ITC 6.2
above:
a. Sanctions 6.3.1 A Consultant that has been sanctioned by the Bank,

pursuant to the Bank’s Anti-Corruption Guidelines

and in accordance with its prevailing sanctions
policies and procedures as set forth in the WBG’s
Sanctions Framework as described in Section VI,
Fraud and Corruption, paragraph 2.2 d., shall be
ineligible to be shortlisted for, submit proposals for,
or conclude a Bank-financed Framework Agreement
or Call-off Contract or benefit from a Bank-financed
Framework Agreement or Call-off Contract,
financially or otherwise, during such period of time
as the Bank shall have determined. The list of
debarred firms and individuals is available at the
electronic address specified in the Data Sheet.
b. Prohibitions 6.3.2 Firms and individuals of a country or goods

manufactured in a country may be ineligible if so
indicated in Section 5 (Eligible Countries) and:
(a) as a matter of law or official regulations, the
Borrower’s country prohibits commercial
relations with that country, provided that the
Bank is satisfied that such exclusion does not
preclude effective competition for the
provision of Services required; or
(b) by an act of compliance with a decision of the
United Nations Security Council taken under
Chapter VII of the Charter of the United
Nations, the Borrower’s Country prohibits any
import of goods from that country or any
payments to any country, person, or entity in
that country.
c. Restrictions for 6.3.3 State-owned enterprises or institutions in the

State-Owned Borrower’s country may be eligible to compete
Enterprises and conclude a Framework Agreement or be
awarded a Call-off Contract(s) only if they can
establish, in a manner acceptable to the Bank, that
they: (i) are legally and financially autonomous,
(ii) operate under commercial law, and (iii) are not
under supervision of the Procuring Agency,
Responsible Agency or a Client.
d. Restrictions for 6.3.4 Government officials and civil servants of the

Public Employees Borrower’s country are not eligible to be included
as Experts, individuals, or members of a team of
Experts in the Consultant’s Proposal unless:
(i) the services of the government official or civil

servant are of a unique and exceptional
nature, or their participation is critical to
project implementation; and
(ii) their hiring would not create a conflict of
interest, including any conflict with
employment or other laws, regulations, or
policies of the Borrower.
e. Borrower 6.3.5 A firm that is under a sanction of debarment by the

Debarment Borrower from being awarded a contract is eligible
to participate in this procurement, unless the Bank,
at the Borrower’s request, is satisfied that the
debarment; (a) relates to fraud or corruption, and
(b) followed a judicial or administrative
proceeding that afforded the firm adequate due
process.
B. Preparation of Proposals
7. General 7.1 In preparing the Proposal, the Consultant is expected to

Considerations examine the RFP in detail. Material deficiencies in
providing the information requested in the RFP may result
in rejection of the Proposal.
8. Cost of 8.1 The Consultant shall bear all costs associated with the
Preparation of preparation and submission of its Proposal, and the
Proposal Procuring Agency shall not be responsible or liable for
those costs, regardless of the conduct or outcome of the
selection process. The Procuring Agency is not bound to
accept any proposal, and reserves the right to annul the
selection process at any time prior to the conclusion of a
Framework Agreement(s), without thereby incurring any
liability to the Consultant.
9. Language 9.1 The Proposal, as well as all correspondence and documents

relating to the Proposal exchanged between the Consultant
and the Procuring Agency, shall be written in the
language(s) specified in the Data Sheet.
10. Documents 10.1 The Proposal shall comprise the documents and forms
Comprising listed in the Data Sheet.
the Proposal 10.2 If specified in the Data Sheet, the Consultant shall
include a statement of an undertaking of the Consultant to
observe, in competing for and executing a Framework
Agreement and Call-off Contract, the Borrower’s

country’s laws against fraud and corruption (including
bribery).
10.3 The Consultant shall furnish information on
commissions, gratuities, and fees, if any, paid or to be
paid to agents or any other party relating to this Proposal,
Framework Agreement and, if awarded, Call-off Contract
execution, as requested in the Financial Proposal
submission form (Section 4).
11. Only One 11.1 The Consultant (including the individual members of any
Proposal Joint Venture) shall submit only one Proposal, either in
its own name or as part of a Joint Venture in another
Proposal. If a Consultant, including any Joint Venture
member, submits or participates in more than one
proposal, all such proposals shall be disqualified and
rejected. This does not, however, preclude a Sub-
consultant, or the Consultant’s staff from participating as
Key Experts and Non-Key Experts in more than one
Proposal when circumstances justify and if stated in the
Data Sheet.
12. Proposal 12.1 Proposals shall remain valid until the date specified in the
Validity Data Sheet or any extended date if amended by the
Procuring Agency in accordance with ITC 13.1.1.
12.2 During this period, the Consultant shall maintain its
original Proposal without any change, including the
availability of the Key Experts, the proposed rates and the
total price.
12.3 If it is established that any Key Expert nominated in the
Consultant’s Proposal was not available at the time of
Proposal submission or was included in the Proposal
without his/her confirmation, such Proposal shall be
disqualified and rejected for further evaluation, and may
be subject to sanctions in accordance with ITC 5.
a. Extension of 12.4 The Procuring Agency will make its best effort to
Proposal Validity complete the negotiations and conclude the Framework
Agreement prior to the date of expiry of the Proposal
validity. However, should the need arise, the Procuring
Agency may request, in writing, all Consultants who
submitted Proposals prior to the submission deadline to
extend the Proposals’ validity.
12.5 If the Consultant agrees to extend the validity of its
Proposal, it shall be done without any change in the
original Proposal and with the confirmation of the

availability of the Key Experts, except as provided in ITC
12.7.
12.6 The Consultant has the right to refuse to extend the
validity of its Proposal in which case such Proposal will
not be further evaluated.
b. Substitution of 12.7 If any of the Key Experts become unavailable for the
Key Experts at extended validity period, the Consultant shall seek to
Validity Extension substitute another Key Expert. The Consultant shall
provide a written adequate justification and evidence
satisfactory to the Procuring Agency together with the
substitution request. In such case, a substitute Key Expert
shall have equal or better qualifications and experience
than those of the originally proposed Key Expert. The
technical evaluation score, however, will remain to be
based on the evaluation of the CV of the original Key
Expert.
12.8 If the Consultant fails to provide a substitute Key Expert
with equal or better qualifications, or if the provided
reasons for the replacement or justification are
unacceptable to the Procuring Agency, such Proposal may
be rejected.
c. Sub- 12.9 The Consultant shall not subcontract the whole of the
Contracting Services.
13. Clarification 13.1 The Consultant may request a clarification of any part of
and the RFP during the period indicated in the Data Sheet
Amendment of before the Proposals’ submission deadline. Any request
RFP for clarification must be sent in writing, or by standard
electronic means, to the Procuring Agency’s address
indicated in the Data Sheet. The Procuring Agency will
respond in writing, or by standard electronic means, and
will send written copies of the response (including an
explanation of the query but without identifying its
source) to all shortlisted Consultants. Should the
Procuring Agency deem it necessary to amend the RFP as
a result of a clarification, it shall do so following the
procedure described below:
13.1.1 At any time before the proposal submission
deadline, the Procuring Agency may amend the
RFP by issuing an amendment in writing or by
standard electronic means. The amendment shall
be sent to all shortlisted Consultants and will be
binding on them. The shortlisted Consultants shall

acknowledge receipt of all amendments in writing.
13.1.2 If the amendment is substantial, the Procuring
Agency may extend the proposal submission
deadline to give the shortlisted Consultants
reasonable time to take an amendment into
account in their Proposals.
13.2 The Consultant may submit a modified Proposal or a
modification to any part of it at any time prior to the
proposal submission deadline. No modifications to the
Technical or Financial Proposal shall be accepted after
the deadline.
14. Preparation of 14.1 While preparing the Proposal, the Consultant must give
Proposals particular attention to the following:
Specific 14.1.1 If a shortlisted Consultant considers that it may
Considerations enhance its expertise for the assignment by
associating with other consultants in the form of a
Joint Venture or as Sub-consultants, it may do so
with either (a) non-shortlisted Consultant(s), or
(b) shortlisted Consultants if permitted in the
Data Sheet. In all such cases a shortlisted
Consultant must obtain the written approval of the
Procuring Agency prior to the submission of the
Proposal. When associating with non-shortlisted
firms in the form of a joint venture or a sub-
consultancy, the shortlisted Consultant shall be a
lead member. If shortlisted Consultants associate
with each other, any of them can be a lead
member.
15. Technical 15.1 The Technical Proposal shall be prepared using the
Proposal Standard Forms provided in Section 3 of the RFP. The
Format and Technical Proposal shall not include any financial
Content information. A Technical Proposal containing material
financial information shall be declared non-responsive.
16. Financial 16.1 The Financial Proposal shall be prepared using the
Proposal Standard Forms provided in Section 4 of the RFP. It shall
list (a) the remuneration rates for Experts and (b) unit
prices for reimbursable expenses indicated in the Data
Sheet.
a. Price 16.2 For Framework Agreements with a duration exceeding

Adjustment 18 months, a price adjustment provision for foreign
and/or local inflation for remuneration rates applies if so
stated in the Data Sheet.
b. Taxes 16.3 The Consultant and its Sub-consultants and Experts are
responsible for meeting all tax liabilities arising out of the
Call-off Contracts unless stated otherwise in the Data
Sheet. Information on taxes in the Borrower’s country is
provided in the Data Sheet.
c. Currency of 16.4 The Consultant may express the remuneration and

Proposal reimbursable rates in the currency or currencies as stated
in the Data Sheet. If indicated in the Data Sheet, the
portion of the rates representing local cost shall be stated
in the national currency.
C. Submission, Opening and Evaluation
17. Submission, 17.1 The Consultant shall submit a signed and complete
Sealing, and Proposal comprising the documents and forms in
Marking of accordance with ITC 10 (Documents Comprising
Proposals Proposal). Consultants shall mark as “CONFIDENTIAL”
information in their Proposals which is confidential to
their business. This may include proprietary information,
trade secrets or commercial or financially sensitive
information. The submission can be done by mail or by
hand. If specified in the Data Sheet, the Consultant has
the option of submitting its Proposals electronically.
17.2 An authorized representative of the Consultant shall sign
the original submission letters in the required format for
both the Technical Proposal and the Financial Proposal
and shall initial all pages of both. The authorization shall
be in the form of a written power of attorney attached to
the Technical Proposal.
17.2.1 A Proposal submitted by a Joint Venture shall be
signed by all members so as to be legally binding
on all members, or by an authorized representative
who has a written power of attorney signed by
each member’s authorized representative.
17.3 Any modifications, revisions, interlineations, erasures, or
overwriting shall be valid only if they are signed or
initialed by the person signing the Proposal.
17.4 The signed Proposal shall be marked “ORIGINAL”, and its
copies marked “COPY” as appropriate. The number of

copies is indicated in the Data Sheet. All copies shall be
made from the signed original. If there are discrepancies
between the original and the copies, the original shall
prevail.
17.5 The original and all the copies of the Technical Proposal
shall be placed inside a sealed envelope clearly marked
“TECHNICAL PROPOSAL”, “[Name of the Assignment]“,
[reference number], [name and address of the Consultant],
and with a warning “DO NOT OPEN UNTIL [INSERT THE
DATE AND THE TIME OF THE TECHNICAL PROPOSAL
SUBMISSION DEADLINE].”
17.6 Similarly, the original Financial Proposal and its copies

shall be placed inside of a separate sealed envelope
clearly marked “FINANCIAL PROPOSAL” “[Name of the
Assignment], [reference number], [name and address of
the Consultant]”, and with a warning “DO NOT OPEN
WITH THE TECHNICAL PROPOSAL.”
17.7 The sealed envelopes containing the Technical and
Financial Proposals shall be placed into one outer
envelope and sealed. This outer envelope shall be
addressed to the Procuring Agency and bear the
submission address, RFP reference number, the name of
the assignment, the Consultant’s name and the address,
and shall be clearly marked “Do Not Open Before [insert
the time and date of the submission deadline indicated in
the Data Sheet]”.
17.8 If the envelopes and packages with the Proposal are not
sealed and marked as required, the Procuring Agency will
assume no responsibility for the misplacement, loss, or
premature opening of the Proposal.
17.9 The Proposal or its modifications must be sent to the
address indicated in the Data Sheet and received by the
Procuring Agency no later than the deadline indicated in
the Data Sheet, or any extension to this deadline. Any
Proposal or its modification received by the Procuring
Agency after the deadline shall be declared late and
rejected, and promptly returned unopened.
18. Confidentialit 18.1 Information relating to the evaluation of Proposals and

y recommendation to conclude a Framework Agreement(s),
shall not be disclosed to Consultants or any other persons
not officially concerned with the Primary Procurement
until the Notification of Intention to conclude the
Framework Agreement is transmitted. Exceptions to this

ITC are where the Procuring Agency notifies Consultants
of the results of the evaluation of the Technical Proposals.
18.2 Any attempt by shortlisted Consultants or anyone on
behalf of the Consultant to influence the Procuring
Agency in the evaluation or decision to conclude a
Framework Agreement may result in the rejection of its
Proposal, and may be subject to the application of
prevailing Bank’s sanctions procedures.
18.3 Notwithstanding the above provisions, from the time of
the Proposals’ opening to the time of the Framework
Agreement being concluded, if a Consultant wishes to
contact the Procuring Agency or the Bank on any matter
related to the selection process, it shall do so only in
writing.
19. Opening of 19.1 The Procuring Agency’s evaluation committee shall

Technical conduct the opening of the Technical Proposals in the
Proposals presence of the shortlisted Consultants’ authorized
representatives who choose to attend (in person, or online
if this option is offered in the Data Sheet). The opening
date, time and the address are stated in the Data Sheet.
The envelopes with the Financial Proposal shall remain
sealed and shall be securely stored with a reputable public
auditor or independent authority until they are opened in
accordance with ITC 22.
19.2 At the opening of the Technical Proposals the following
shall be read out: (i) the name and the country of the
Consultant or, in case of a Joint Venture, the name of the
Joint Venture, the name of the lead member and the
names and the countries of all members; (ii) the presence
or absence of a duly sealed envelope with the Financial
Proposal; (iii) any modifications to the Proposal
submitted prior to proposal submission deadline; and (iv)
any other information deemed appropriate or as indicated
in the Data Sheet.
20. Proposals 20.1 Subject to provision of ITC 15.1, the evaluators of the
Evaluation Technical Proposals shall have no access to the Financial
Proposals until the Financial Proposals are opened.
20.2 The Consultant is not permitted to alter or modify its
Proposal in any way after the proposal submission
deadline except as permitted under ITC 12.7. While
evaluating the Proposals, the Procuring Agency will
conduct the evaluation solely on the basis of the
submitted Technical and Financial Proposals.
21. Evaluation of 21.1 The Procuring Agency’s evaluation committee shall

Technical evaluate the Technical Proposals on the basis of their
Proposals responsiveness to the Terms of Reference and the RFP,
applying the evaluation criteria, sub-criteria, and point
system specified in the Data Sheet. Each responsive
Proposal will be given a technical score. A Proposal shall
be rejected at this stage if it does not respond to important
aspects of the RFP or if it fails to achieve the minimum
technical score indicated in the Data Sheet.
22. Notification of 22.1 Following the ranking of the Technical Proposals and
Results of determination of the proposal that has achieved the
Technical highest technical score (Single-Consultant Framework
Evaluation, Agreement as specified in the Data Sheet- ITC
Opening of Reference 1(ff)), or proposals for the top-ranked
Financial Consultants (Multi-Consultant Framework Agreement
Proposals within the range specified in the Data Sheet- ITC
Reference 1(t)), as applicable, the Procuring Agency shall
notify in writing the respective Consultant/s that its/their
Technical Proposal/s have/ has been evaluated as the
highest or is among the top ranked, as applicable.
22.2 The Procuring Agency shall simultaneously notify in
writing the other Consultants: (i) on their overall technical
score, as well as scores obtained for each criterion and
sub-criterion, and that their technical proposals have not
been evaluated as the highest ranked or are not among the
top ranked, as applicable; and (ii) that their Financial
Proposals will be returned unopened after the Framework
agreement negotiations are successfully concluded and
the Framework Agreement(s) is/are signed.
22.3 The Procuring Agency shall notify all of the Consultants
that submitted proposals of the date, time and location of
the public opening of the Financial Proposals
(remuneration and reimbursable rates) of the highest
ranking Consultant or top ranked Consultants, as
applicable.
22.4 The opening date of the Financial Proposals shall not be
earlier than ten (10) Business Days from the date of
notification of the results of the technical evaluation,
described in ITC 22.1 and 22.2. However, if the Procuring
Agency receives a complaint on the results of the
technical evaluation within the ten (10) Business Days,
the opening date shall be subject to ITC 37.1.
23. Correction of 23.1 Activities and items described in the Technical Proposal
Errors but not priced in the Financial Proposal, shall be assumed
to be included in the prices of other activities or items,
and no corrections are made to the Financial Proposal.
24. Taxes 24.1 The Procuring Agency’s evaluation of the Consultant’s

Financial Proposal shall exclude taxes and duties in the
Borrower’s country in accordance with the instructions in
the Data Sheet.
25. Conversion to 25.1 For the evaluation purposes, prices shall be converted to a
Single single currency using the selling rates of exchange, source
Currency and date indicated in the Data Sheet.
26. Negotiations 26.1 The negotiations will be held with the top-ranked
Consultant or each of the top ranked consultants (within
the range specified in the Data Sheet) as applicable,
evaluated in accordance with ITC 21, at the date and
address indicated in the Data Sheet. The Consultant’s
representative(s) participating in the negotiations must
have written power of attorney to negotiate and sign
Framework Agreement/s on behalf of the Consultant/s.
26.2 The Procuring Agency shall prepare minutes of
negotiations that are signed by the Procuring Agency and
the respective Consultant’s authorized representative.
a. Availability of 26.3 The invited Consultant(s) shall confirm the availability of

Key Experts all Key Experts included in the Proposal(s) as a pre-
requisite to the negotiations, or, if applicable, a
replacement in accordance with ITC 12. Failure to
confirm the Key Experts’ availability may result in the
rejection of the Consultant’s Proposal and the Procuring
Agency proceeding to negotiate the Framework
Agreement with the next-ranked Consultant.
26.4 Notwithstanding the above, the substitution of Key
Experts at the negotiations may be considered if due
solely to circumstances outside the reasonable control of
and not foreseeable by the Consultant, including but not
limited to death or medical incapacity. In such case, the
Consultant shall offer substitute Key Expert/s within the
period of time specified in the letter of invitation to
negotiate the Framework Agreement, who shall have
equivalent or better qualifications and experience than the
original candidate/s.
b. Technical 26.5 The negotiations include discussions of the Terms of

Negotiations Reference (TORs), the proposed approach and
methodology, the proposed Key Experts, the Framework
Agreement provisions, and finalizing the TOR to be
included in the Framework Agreement. These discussions
shall not substantially alter the original scope of services
under the TOR or the terms of the Framework Agreement
c. Financial 26.6 The negotiations include the clarification of the

Negotiations Consultant’s/s’ tax liability in the Borrower’s country and
how it should be reflected in the Framework
Agreement(s).
26.7 Unit rates negotiations shall not take place, except when
the offered Key Experts and Non-Key Experts’
remuneration rates and reimbursable rates are much
higher than the typically charged rates by consultants in
similar contracts. In such case, the Procuring Agency may
ask for clarifications and, if the fees are still high, ask to
revise the rates. The format for (i) providing information
on remuneration rates and (ii) clarifying remuneration
rates’ structure under this Clause, is provided in Appendix
A to the Financial Form FIN-2: Financial Negotiations –
Breakdown of Remuneration Rates.
27. Conclusion of 27.1 The negotiations are concluded with a review of the
Negotiations finalized draft Framework Agreement/s, which then shall
be initialed by the Procuring Agency and the
Consultant’s/s’ authorized representative/s.
27.2 If the negotiations with a Consultant fail, the Procuring
Agency shall inform the Consultant in writing of all
pending issues and disagreements and provide a final
opportunity to the Consultant to respond. If disagreement
persists, the Procuring Agency shall terminate the
negotiations informing the Consultant of the reasons for
doing so. The Procuring Agency will continue
negotiations with the remaining top-ranked Consultant(s)
and shall not reopen the earlier terminated negotiations.
28. Standstill 28.1 The Framework Agreement(s) shall not be concluded

Period earlier than the expiry of the Standstill Period. The
Standstill Period shall be ten (10) Business Days unless
extended in accordance with ITC 34. The Standstill
Period commences the day after the date the Procuring
Agency has transmitted to each Consultant (that has not
already been notified that it has been unsuccessful) the

Notification of Intention to conclude a Framework
Agreement. Where only one Proposal is submitted, or if
this Primary Procurement is in response to an emergency
situation recognized by the Bank, the Standstill Period
shall not apply.
29. Notification of 29.1 The Procuring Agency shall send to each consultant that
Intention to submitted a proposal, the Notification of Intention to
Conclude a Conclude a Framework Agreement(s) with the successful
Framework Consultant(s). The Notification of Intention to Conclude
Agreement shall contain, at a minimum, the following information:
(a) the name and address of the Consultant(s) with
whom the Procuring Agency successfully
negotiated a Framework Agreement/s;
(b) the names of all Consultants included in the short
list, indicating those that submitted Proposals;
(c) the overall technical scores and scores assigned for
each criterion and sub-criterion to each Consultant;
(d) the technical ranking of the Consultants;
(e) a statement of the reason(s) why the recipient’s
Proposal was unsuccessful;
(f) the expiry date of the Standstill Period; and
(g) instructions on how to request a debriefing and/or
submit a complaint during the Standstill Period.
30. Framework 31.1 This is a Closed Framework Agreement. The criteria that
Agreement apply in the selection of Consultant(s), with whom a
Criteria Framework Agreement(s) may be concluded is specified
in the Data Sheet.
31.
32. No Obligation 33.1 The conclusion of a Framework Agreement shall not

to Procure impose any obligation on the Procuring Agency and/or
Client(s) to procure any Services under the Framework
33.
Agreement.
34. Non- 34.1 This Primary Procurement is non-exclusive, and the

exclusivity Procuring Agency reserves the right to procure the
consulting services from other consultants who are not in
the Framework Agreement.
35. Notification to 35.1 Prior to the date of expiry of the proposal validity and
conclude a upon expiry of the Standstill Period, specified in ITC
Framework 28.1 or any extension thereof, and upon satisfactorily

Agreement addressing any complaint that has been submitted within
the Standstill Period, the Procuring Agency shall transmit
to the successful Consultant(s) a Notification to Conclude
a Framework Agreement, attaching the Framework
Agreement for signature by the Consultant (s), and a
request to submit the completed Beneficial Ownership
Disclosure Form within eight (8) Business Days of
receiving the request.
36. Debriefing by 36.1 On receipt of the Procuring Agency’s Notification of

the Procuring Intention to Conclude a Framework Agreement(s),
Agency referred to in ITC 29.1, an unsuccessful Consultant has
three (3) Business Days to make a written request to the
Procuring Agency for a debriefing. The Procuring Agency
shall provide a debriefing to all unsuccessful Consultants
whose request is received within this deadline.
36.2 Where a request for debriefing is received within the
deadline, the Procuring Agency shall provide a debriefing
within five (5) Business Days, unless the Procuring
Agency decides, for justifiable reasons, to provide the
debriefing outside this timeframe. In that case, the
standstill period shall automatically be extended until five
(5) Business Days after such debriefing is provided. If
more than one debriefing is so delayed, the standstill
period shall not end earlier than five (5) Business Days
after the last debriefing takes place. The Procuring
Agency shall promptly inform, by the quickest means
available, all Consultants of the extended standstill period.
36.3 Where a request for debriefing is received by the
Procuring Agency later than the three (3)-Business Day
deadline, the Procuring Agency should provide the
debriefing as soon as practicable, and normally no later
than fifteen (15) Business Days from the date of
publication of the Conclusion of Framework Agreement
Notice. Requests for debriefing received outside the three
(3)-day deadline shall not lead to extension of the
standstill period.
36.4 Debriefings of unsuccessful Consultants may be done in
writing or verbally. The Consultants shall bear their own
costs of attending such a debriefing meeting.
37. Signing the 37.1 The Consultant shall sign, date and return the Framework
Framework Agreement within the period specified in the Data Sheet,
Agreement upon receipt of the same.
37.2 In case of Multi-User Framework Agreement, the

Procuring Agency shall sign each Framework Agreement
on behalf of all participating Clients.
38. Publication of 39.1 Within ten (10) Business Days of transmission to the
the successful Consultant(s) of the Notification(s) to
Conclusion of Conclude a Framework Agreement(s), as per ITC 33.1,
Framework the Procuring Agency shall publish the Conclusion of
Agreement Framework Agreement Notice which shall contain, at a
Notice minimum, the following information:
39. (a) name and address of the Procuring Agency, and if
applicable, all participating Clients;
(b) name and reference number of the Framework
Agreement being concluded, and the selection
method used;
(c) names of all Consultants that submitted proposals,
and pricing mechanism, if applicable;
(d) names of all Consultants whose proposals were not
accepted, with the reasons therefor;
(e) the name(s) of the successful Consultant(s), the
duration of Framework Agreement(s), and a summary
of its scope; and
(f) successful Consultant’s (Consultants’) Beneficial
Ownership Disclosure Form.
39.2 The Conclusion of Framework Agreement Notice shall be
published on the Procuring Agency’s website with free
access if available, or in at least one newspaper of
national circulation in the Procuring Agency’s Country, or
in the official gazette. The Procuring Agency shall also
publish the Conclusion of Framework Agreement Notice
in UNDB online.
40. Procurement 40.1 The procedures for making a Procurement-related

Related Complaint are as specified in the Data Sheet.
Complaint
41. Method and 42.1 The Secondary Procurement method that shall apply in
criteria for selecting FA Consultant and awarding a Call-off contract
award of Call- is specified in the Framework Agreement (Framework
off Contract Agreement, Schedule 5, Secondary Procurement). To be
entitled to participate in a Secondary Procurement, and
42.
awarded a Call-off Contract, FA Consultants must
continue to be technically qualified and eligible, as per the
criteria stipulated in this RFP. The Client may require, at

the Secondary Procurement stage and award of Call-off
Contract, evidence of continued technical qualification
and eligibility.
Section 2. Instructions to Consultants - Data Sheet 30
Section 2. Instructions to Consultants
E. Data Sheet
[“Notes to Procuring Agency” shown in brackets throughout the text are provided for guid-
ance to prepare the Data Sheet; they should be deleted from the final RFP to be sent to the
shortlisted Consultants]
[Where an e-procurement system is used, modify the relevant parts of the Data Sheet to re -
flect the e-procurement process.]
ITC
Reference A. General
1 (b) [Insert the country if it is other than the Borrower’s country. Please note that
the country of the Applicable Law in the contract form should then be the
same]
1 (d) The Borrower is: [insert name of the Borrower and statement of relationship
with the Procuring Agency, if different from the Borrower.]
Loan or Financing Agreement amount: [insert US$ equivalent]
The name of the Project is: [insert name of the project]
1 (n) [delete if not applicable]

Electronic –Procurement System
The Procuring Agency shall use the following electronic-procurement system
to manage this Request for Proposal (RFP) process:
[insert name of the e-system and url address or link]
The electronic-procurement system shall be used to manage the following
part of the RFP process:
[list the parts of process e.g. issuing RFP, submissions of Proposals,
opening of Proposals etc. and insert such additional information in this
Data Sheet as is required to describe these processes]
1(s) or 1(ee) This Primary Procurement will conclude a [“Single-User Framework

Agreement” OR “Multi-User Framework Agreement”]
1(e) and (s) (a) list all Clients individually in the Data Sheet or in an Annex to the Data
Sheet, or (b) describe all Clients as an identifiable group of entities.]

Clients
The Client(s) that are permitted to procure consulting services under the
Framework Agreement [“is” or “are”]: [insert:
[for a Single-User FA, give the legal name and address of the individual
entity]
OR
[ for a Multi-User FA give the description of the group of entities that are
permitted to procure consulting services under the FA, or list each
entity individually here, or in an annex to the Data Sheet, by inserting
their legal name and address.]
1(t) or (ff) [Select the appropriate option and delete the rest]
[Select the OPTION 1:
appropriate
ITC reference Single-Consultant Framework Agreement
and delete the This Primary Procurement intends to conclude a Single-Consultant
other] Framework Agreement.
Single Consultant Framework Agreement will be concluded with the
consultant with the highest technical score, subject to successful
negotiations.
OR OPTION 2:
Multi-Consultant Framework Agreement
This Primary Procurement intends to conclude a Multi-Consultant
Framework Agreement panel – minimum number (x)
The Procuring Agency intends to conclude a Framework Agreements with a
minimum number of Consultants.
The minimum number (referred to as x) is [insert number in text (insert
numerical number).
Framework Agreement panel – maximum number (y)
Subject to successful negotiations, the Procuring Agency, will conclude
Framework Agreements up to a maximum number of (y) consultants who
scored above the minimum technical score (St) required to pass, ranked in
terms of their technical scores.
If the number of successful consultants is less than the minimum (x) , the
Procuring Agency may decide to invite new proposals, or alternatively decide
to conclude the FA with those consultants.

[Insert any additional criteria e.g. criteria related to selection based on a
spread of geographic locations.]
1(ii) Term of Framework Agreement

The Framework Agreement shall be for a Term of [insert the number of
years] [Note: the initial Term cannot exceed 3 years] from the
commencement date stated in the Framework Agreement and the initial term
may be extended by (insert: the number of years) years. [Note: If applicable,
indicate that the initial term may be extended by a maximum of two additional
years.]
2.1 The Procuring Agency is: [insert name of the Procuring Agency]
The Procuring Agency is [select the capacity in which the Procuring Agency
is acting, from one of the following:]
OPTION 1: “the agency that will conclude, administer and manage the
Framework Agreement, and be the sole Client under the Framework
Agreement.”
OR
OPTION 2: “the agency acting for, and on behalf of, [select “the Client” or
“all participating Clients”] in concluding the Framework Agreement.”
The reference number of the Request for Proposals (RFP) is: [insert
reference number of the Request for Proposals]
The name of the RFP is: [insert name of the RFP]
Method of selection: Quality-based Selection as per

the Procurement Regulations (available on www.worldbank.org)
2.2 Financial Proposal to be submitted together with Technical Proposal:

Yes No
The name of the assignment is:
2.3 A pre-proposal conference will be held: Yes or No

[If “Yes”, fill in the following:]
Date of pre-proposal conference:____________________________
Time: _________________________________________________
Address:
Telephone: Facsimile:
E-mail:
Contact person/conference coordinator:[insert name and title]
_____________________________
2.4 The Procuring Agency will provide the following inputs, project data,
reports, etc. to facilitate the preparation of the Proposals:
[list or state “N/A” if none]
4.1 [If “Unfair Competitive Advantage” applies to the selection, explain how it is
mitigated, including listing the reports, information, documents, etc. and
indicating the sources where these can be downloaded or obtained by the
shortlisted Consultants]
6.3.1 A list of debarred firms and individuals is available at the Bank’s

external website: www.worldbank.org/debarr
B. Preparation of Proposals
9.1 This RFP has been issued in the ________________ language.

[The choice of languages is: English, French, or Spanish. If the shortlist
comprises national firms only, the national or nationwide used language can
be used subject to prior agreement with the Bank.]
[If the RFP is issued in two languages as agreed with the Bank, add the
following text:
In addition, the RFP is translated into the_____________________ [insert
national or nation-wide used] language [if there are more than one national
language, add “and in the ____________” [insert the second national
language]. Consultant has a choice of submitting the Proposal in any of the
languages stated above. In case of winning, the Contract will be signed in the
language of the Proposal which shall be the governing language of the
Contract.]
[If the Borrower’s country requires that contracts with local firms are signed
in the national language only, add the following text:
National Consultants should submit Proposal in _________[national]
language in order to have the Contract signed (if awarded) in accordance with
the requirements of [include reference to the national legislation/
regulation/law]
[If RFP is issued in one language only use the following text:
Proposals shall be submitted in __________ [choice of the language as per
Applicable Regulations] language.]
All correspondence exchange shall be in ____________ language.
10.1 The Proposal shall comprise the following:

1st Inner Envelope with the Technical Proposal:
(1) Power of Attorney to sign the Proposal
(2) TECH-1
(3) TECH-2
(4) TECH-3
(5) TECH-4
(6) TECH-5
(7) TECH-6 Code of Conduct (if applicable): The Consultant shall submit
its Code of Conduct that will apply to the Experts. The Consultant
shall use for this purpose the Code of Conduct form in Section 3. No
substantial modifications shall be made to this form, except that the
Consultant may introduce additional requirements, including as
necessary to take into account specific Contract issues/risks.
(8) TECH-7 Sexual Exploitation and Abuse (SEA) and/or Sexual
Harassment Performance Declaration
AND
2nd Inner Envelope with the Financial Proposal (if applicable):
(1) FIN-1
(2) FIN-2
(3) FIN-3
10.2 Statement of Undertaking is required

Yes________, or No __________
[If Yes, make sure to include paragraph (g) in Form TECH-1]
11.1 Participation of Sub-consultants, Key Experts and Non-Key Experts in

more than one Proposal is permissible
Yes _________ or No________
12.1 Proposals shall be valid until [insert day, month and year, taking into
account reasonable time needed to complete the proposal evaluation, obtain
necessary approvals and the Bank’s No-objection (if subject to prior review).
To minimize the risk of errors by Consultants, the proposal validity period is
a specific date and not linked to the deadline for submission of proposals. As
stated in ITC 12.1, if there is a need to extend the date, for example because
the proposal submission deadline is significantly extended by the Procuring
Agency, the revised proposal validity date shall be specified in accordance
with ITC 13.1.1]
13.1 Clarifications may be requested no later than [insert number] days prior
to the submission deadline.
The contact information for requesting clarifications is:
Facsimile: E-mail:
14.1.1 Shortlisted Consultants may associate with

(a) non-shortlisted consultant(s): Yes ________ or No ______
Or
(b) other shortlisted Consultants: Yes ________ or No ______
16.1 [A sample list is provided below for guidance. Items that are not
applicable should be deleted; others may be added. If the Procuring
Agency wants to set up maximum ceilings for unit rates of certain type of
expenses, such ceilings should be indicated in the FIN forms.
(1) a per diem allowance, including hotel, for experts for every day of
absence from the home office for the purposes of the Services;
(2) cost of travel by the most appropriate means of transport and the most
direct practicable route;
(3) cost of office accommodation, including overheads and back-stop
support;
(4) communications costs;

(5) cost of purchase or rent or freight of any equipment required to be
provided by the Consultants;
(6) cost of reports production (including printing) and delivering to the
Client;
(7) other allowances where applicable and provisional or fixed sums (if
any)]
(8) [insert relevant type of expenses, if/as applicable]
16.2 A price adjustment provision applies to remuneration rates:

Yes ________ or No ___________
[[If “Yes”, specify whether it applies to foreign and/or local inflation]
16.3 [If there is tax exemption applicable to the Call-off Contracts under the
Framework Agreement, insert “The Procuring Agency has obtained an
exemption for the Consultant from payment of ___________ [insert the
tax description. E.g., VAT, or local indirect taxes, etc.] in the Borrower’s
country as per [insert reference to the applicable official source that issued
an exemption].
[If there is no tax exemption in the Borrower’s country, insert the following:
“Information on the Consultant’s tax obligations in the Borrower’s
country can be found [insert reference to the appropriate official source]. “
16.4 The remuneration and reimbursable rates shall be stated in the following
currencies:
Consultant may express the remuneration rates in any fully convertible
currency, singly or in combination of up to three foreign currencies.
The remuneration and reimbursable rates should state local costs in the
Procuring Agency’s country currency (local currency): Yes_____ or
No_________.
C. Submission, Opening and Evaluation
17.1 The Consultants [insert “shall” or “shall not”] have the option of
submitting their Proposals electronically.
[If “Yes”, insert: The electronic submission procedures shall be: [describe
the submission procedure.]
17.4 The Consultant must submit:

(a) Technical Proposal: one (1) original and _____ [insert number] copies;
(b) Financial Proposal: one (1) original.
17.7 and 17.9 The Proposals must be submitted no later than:

Date: ____day/month/year [for example, 15 December 2021]
Time: ____ [insert time in 24h format, for example, “16:00 local time”]
[If appropriate, add translation of the warning marking [“Do not open....”]
in the national language to the outer sealed envelope.]
The time allowed for the preparation and submission of Proposals shall be
determined with due consideration to the particular circumstances of the
project and the magnitude and complexity of the procurement. The period
allowed shall be at least thirty (30) Business Days, unless otherwise agreed
with the Bank]
The Proposal submission address is:
19.1 An online option of the opening of the Technical Proposals is offered:

Yes ____or No________
[If yes, insert “The online opening procedure shall be: [describe the
procedure for online opening of Technical Proposals.]
The opening shall take place at:
[Insert: “same as the Proposal submission address” OR insert and fill in the
following:
Street Address:_______________
Floor, room number___________
City:_______________________
Country:____________________
Date: same as the submission deadline indicated in 17.7.
Time: [insert time in 24h format, for example – “16:00 local time]
[The time should be immediately after the time for the submission deadline
stated in 17.7]
19.2 In addition, the following information will be read aloud at the opening
of the Technical Proposals ________ [insert “N/A” or state what
additional information will be read out and recorded in the opening minutes]
21.1 Criteria, sub-criteria, and point system for the evaluation of the Technical
Proposals:
Points
(i) Specific experience of the Consultant (as a firm) relevant to the
Assignment: [0 - 10]
(ii) Adequacy and quality of the proposed approach and methodology in
responding to the Terms of Reference (TORs): [20 - 30]
[Notes to Consultant: the Procuring Agency will assess whether the

proposed methodology is clear, responds to the TORs, overall team
composition is balanced and has an appropriate skills mix]
(iii) Key Experts’ qualifications and competence for the Assignment:

{Notes to Consultant: each position number corresponds to the same for the
Key Experts in Form TECH-6 to be prepared by the Consultant. Where there
are more than one Key Experts proposed for a position, the maximum points
allocated for each position will be equally divided }
a) Position K-1: [Team Leader] [Insert points]
b) Position K-2: [Insert position title] [Insert points]
c) Position K-3:[Insert position title] [Insert points]
Total points for criterion (iii): [50- 70]
The number of points to be assigned to each of the above positions shall be
determined considering the following three sub-criteria and relevant
percentage weights:
1) General qualifications (general education, training, and experience):
[insert weight between 10 and 20 %]
2) Adequacy for the Assignment (relevant education, training,
experience in the sector/similar assignments ) : [insert weight
between 60 and 80%]
3)[If relevant to the task, add the 3d sub-criterion: Relevant experience
in the region (working level fluency in local language(s)/knowledge of
local culture or administrative system, government organization, etc.):
[insert weight between 0 and 10 %]
Total weight: 100%
(iv) Transfer of knowledge (training) program (relevance of approach and

methodology): [normally, not to exceed 10 points]
Total points for criterion (iv): [0 – 10]
(v) Participation by nationals among proposed Key Experts [0 – 10]

[not to exceed 10 points] [Sub-criteria shall not be provided. Calculated
as a ratio of the national Key Experts’ time-input (in person-months) to
the total number of Key Experts’ time-input (in person-months) in the
Consultant’s Technical Proposal]
Total points for the five criteria: 100
The minimum technical score (St) required to pass is: [insert

number]
[The indicative range is 70 to 85 on a scale of 1 to 100]
24.1 For the purpose of the evaluation, the Procuring Agency will exclude: (a) all
local identifiable indirect taxes such as sales tax, excise tax, VAT, or similar
taxes levied on the contract’s invoices; and (b) all additional local indirect tax
on the remuneration of services rendered by non-resident experts in the Bor-
rower’s country.
25.1 The single currency for the conversion of all prices expressed in various
currencies into a single one is: [indicate local currency or
fully convertible foreign currency]
The official source of the selling (exchange) rate is:
The date of the exchange rate is:
[The date shall not be earlier than four (4) weeks prior to the deadline for
submission of proposals and no later than the date of expiry of the proposal
validity specified in accordance with ITC- Data Sheet 12.1.]
D. Negotiations and conclusion of a Framework

Agreement
26.1 Expected date and address for negotiations to conclude a Framework

Agreement/s:
Date: ________________ day/month/year [for example, 15 June 2021]

Address: __________________________
35.1 Signing the Framework Agreement

The Consultant shall sign, date and return the Framework Agreement within
[insert number of days (insert in figures)] days of receipt of the same.
37.1 The procedures for making a Procurement-related Complaint are detailed in

Annex III of the Procurement Regulations for IPF Borrowers. If a Consultant
wishes to make a Procurement-related Complaint, the Consultant shall submit
its complaint following these procedures, In Writing (by the quickest means
available, such as by email or fax), to:
For the attention: [insert full name of person receiving complaints]
Title/position: [insert title/position]
Procuring Agency: [insert name of Procuring Agency]
Email address: [insert email address]
Fax number: [insert fax number] delete if not used
In summary, a Procurement-related Complaint may challenge any of the
following:
1. the terms of this Request for Proposal;
2. the Procuring Agency’s decision to exclude a Consultant from the
procurement process prior to the award of contract; and
3. the Procuring Agency’s decision to conclude a Framework
Agreement(s).
Section 3. Technical Proposal – Standard Forms 41
Section 3. Technical Proposal – Standard Forms
{Notes to Consultant shown in brackets { } throughout Section 3 provide guidance to the
Consultant to prepare the Technical Proposal; they should not appear on the Proposals to be
submitted.}
CHECKLIST OF REQUIRED FORMS
Page Limit
FORM DESCRIPTION
TECH-1 Technical Proposal Submission Form.

TECH-1 If the Proposal is submitted by a joint venture,
Attachment attach a letter of intent or a copy of an existing
agreement.
Power of No pre-set format/form. In the case of a Joint
Attorney Venture, several are required: a power of attorney
for the authorized representative of each JV
member, and a power of attorney for the
representative of the lead member to represent all
JV members
TECH-2 Consultant’s Organization and Experience.
TECH-2A A. Consultant’s Organization

TECH-2B B. Consultant’s Experience
TECH-3 Comments or Suggestions on the Terms of

Reference
TECH-4 Description of the Approach and Methodology
TECH-5 Planning for deliverables for a typical assignment
under the Framework Agreement
TECH-6 Team Composition, Key Experts Inputs, and
attached Curriculum Vitae (CV)
TECH-7 Code of Conduct [ as applicable]
TECH-8 Sexual Exploitation and Abuse (SEA) and/or
Sexual Harassment (SH) Performance Declaration
FORM TECH-1
Primary Procurement - Framework Agreement for Consulting
Services
TECHNICAL PROPOSAL SUBMISSION FORM
{Location, Date}
To: [Name and address of Procuring Agency]
Dear Sirs:
We, the undersigned, offer to conclude a Framework Agreement for the provision of the
consulting services for [Insert title of consulting services] in accordance with your Request
for Proposals (RFP) dated [Insert Date] and our Proposal. [Select appropriate wording
depending on the selection method stated in the RFP: “We are hereby submitting our
Proposal, which includes this Technical Proposal and a Financial Proposal sealed in a separate
envelope” or, if only a Technical Proposal is invited “We hereby are submitting our Proposal,
which includes this Technical Proposal only in a sealed envelope.”].
{If the Consultant is a joint venture, insert the following: We are submitting our Proposal a
joint venture with: {Insert a list with full name and the legal address of each member, and
indicate the lead member}. We have attached a copy {insert: “of our letter of intent to form a
joint venture” or, if a JV is already formed, “of the JV agreement”} signed by every
participating member, which details the likely legal structure of and the confirmation of joint
and severable liability of the members of the said joint venture.
{OR
If the Consultant’s Proposal includes Sub-consultants, insert the following: We are submitting
our Proposal with the following firms as Sub-consultants: {Insert a list with full name and
address of each Sub-consultant.}
We hereby declare that:

(a) All the information and statements made in this Proposal are true and we accept that any
misinterpretation or misrepresentation contained in this Proposal may lead to our
disqualification by the Procuring Agency and/or may be sanctioned by the Bank.
(b) Our Proposal shall be valid and remain binding upon us until [insert day, month and year
in accordance with ITC 12.1].
(c) We have no conflict of interest in accordance with ITC 3.
(d) We meet the eligibility requirements as stated in ITC 6, and we confirm our
understanding of our obligation to abide by the Bank’s policy in regard to Fraud and
Corruption as per ITC 5.
(e) We, along with any of our sub-consultants, subcontractors, suppliers, or service providers
for any part of the contract, are not subject to, and not controlled by any entity or
individual that is subject to, a temporary suspension or a debarment imposed by the
World Bank Group or a debarment imposed by the World Bank Group in accordance
with the Agreement for Mutual Enforcement of Debarment Decisions between the World
Bank and other development banks. Further, we are not ineligible under the Borrower’s
country laws or official regulations or pursuant to a decision of the United Nations
Security Council;
(f) Sexual Exploitation and Abuse (SEA) and/or Sexual Harassment (SH): [select the
appropriate option from (i) to (iii) below and delete the others].
We [where JV, insert: “including any of our JV members”], and any of our sub-
consultants:
(i) [have not been subject to disqualification by the Bank for non-compliance with
SEA/ SH obligations.]
(ii) [are subject to disqualification by the Bank for non-compliance with SEA/ SH
obligations.]
(iii) [had been subject to disqualification by the Bank for non-compliance with
SEA/ SH obligations. An arbitral award on the disqualification case has been
made in our favor.]
(g) [Note to Procuring Agency: Only if required in ITC10.2 (Data Sheet 10.2), include the
following: In competing for (and, if the award is made to us, in executing) the Contract,
we undertake to observe the laws against fraud and corruption, including bribery, in force
in the country of the Borrower.]
(h) Except as stated in the Data Sheet, ITC 12.7, we undertake to negotiate the Framework
Agreement on the basis of the proposed Key Experts. We accept that the substitution of
Key Experts for reasons other than those stated in ITC 12 and ITC 26.4 may lead to the
termination of Contract negotiations.
(i) Our Proposal is binding upon us and subject to any modifications resulting from the
Contract negotiations.
We understand that the Procuring Agency is not bound to accept any Proposal that the
Procuring Agency receives.
We remain,
Yours sincerely,
_________________________________________________________________
Signature (of Consultant’s authorized representative) {In full and initials}:
Full name: {insert full name of authorized representative}

Title: {insert title/position of authorized representative}
Name of Consultant (company’s name or JV’s name):
Capacity: {insert the person’s capacity to sign for the Consultant}
Address: {insert the authorized representative’s address}
Phone/fax: {insert the authorized representative’s phone and fax number, if
applicable}
Email: {insert the authorized representative’s email address}
{For a joint venture, either all members shall sign or only the lead member, in which
case the power of attorney to sign on behalf of all members shall be attached}
FORM TECH-2
CONSULTANT’S ORGANIZATION AND EXPERIENCE
Form TECH-2: a brief description of the Consultant’s organization and an outline of the
recent experience of the Consultant that is most relevant to the assignment. In the case of a
joint venture, information on similar assignments shall be provided for each partner. For each
assignment, the outline should indicate the names of the Consultant’s Key Experts and Sub-
consultants who participated, the duration of the assignment, the contract amount (total and, if
it was done in a form of a joint venture or a sub-consultancy, the amount paid to the
Consultant), and the Consultant’s role/involvement.
A - Consultant’s Organization
1. Provide here a brief description of the background and organization of your company, and
– in case of a joint venture – of each member for this assignment.
2. Include organizational chart, a list of Board of Directors, and beneficial ownership. The
successful Consultant shall also provide additional information on beneficial ownership,
using the Beneficial Ownership Disclosure Form.
B - Consultant’s Experience
1. List only previous similar assignments successfully completed in the last [.....] years.
2. List only those assignments for which the Consultant was legally contracted by a client as a
company or was one of the joint venture members. Assignments completed by the
Consultant’s individual experts working privately or through other consulting firms cannot
be claimed as the relevant experience of the Consultant, or that of the Consultant’s partners
or sub-consultants, but can be claimed by the Experts themselves in their CVs. The
Consultant should be prepared to substantiate the claimed experience by presenting copies
of relevant documents and references if so requested by the Procuring Agency.
Duration Assignment name/& Name of Client Approx. Role on the

brief description of main & Country of Contract value Assignment
deliverables/outputs Assignment (in US$
equivalent)/
Amount paid to
your firm
{e.g., {e.g., “Improvement {e.g., Ministry of {e.g., US$1 {e.g., Lead

Jan.2009– quality of...............”: ......, country} mill/US$0.5 partner in a JV
Apr.2010} designed master plan for mill} A&B&C}
rationalization of ........; }
{e.g., Jan- {e.g., “Support to sub- {e.g., {e.g., US$0.2 {e.g., sole
May national government.....” : municipality mil/US$0.2 mil} Consultant}
2008} drafted secondary level of.........,
regulations on..............} country}
FORM TECH-3
COMMENTS AND SUGGESTIONS ON THE TERMS OF REFERENCE
Form TECH-3: comments and suggestions on the Terms of Reference that could improve the
quality/effectiveness of the proposed services.
FORM TECH-4
DESCRIPTION OF APPROACH AND METHODOLOGY IN RESPONDING

TO THE TERMS OF REFERENCE
Form TECH-4: a description of the broad approach and methodology for performing
assignments under the proposed Framework
{Suggested structure of your Technical Proposal:
Technical Approach and Methodology. {Please explain your understanding of the

objectives of the Framework arrangement and typical assignments as outlined in the
Terms of Reference (TORs), the technical approach, the methodology and
organization (by applying a team of Key and Non-Key Experts) you would adopt for
implementing the tasks (including, as required in the TOR, on managing any
environmental and social risks, and cyber security risks) to deliver the expected
output(s). Please do not repeat/copy the TORs in here.}
Section 3 – Technical Proposal – Standard Forms
FORM TECH-5
PLANNING FOR DELIVERABLES FOR A TYPICAL ASSIGNMENT UNDER THE FRAMEWORK AGREEMENT
Months
N° Deliverables 1 (D-..)
1 2 3 4 5 6 7 8 9 ..... n TOTAL
D-1 {e.g., Deliverable #1: Report A
1) data collection
2) drafting
3) inception report
4) incorporating comments
5) delivery of final report to Client}
D-2 {e.g., Deliverable #2:...............}
1 List the deliverables with the breakdown for activities required to produce them and other benchmarks such as the Client’s approvals. For phased assign -
ments, indicate the activities, delivery of reports, and benchmarks separately for each phase.
2 Duration of activities shall be indicated in a form of a bar chart.
3. Include a legend, if necessary, to help read the chart.
49 | P a g e
FORM TECH-6
TEAM COMPOSITION, ASSIGNMENT, AND EXPERTS’ INPUTS FOR A TYPICAL ASSIGNMENT
Expert’s input (in person/month) per each Deliverable (listed in TECH-5)for Total time-input
N° Name a typical assignment under the Framework Agreement (in Months)
Position D-1 D-2 D-3 ........ D-... Home Field Total
KEY EXPERTS
{e.g., Mr. Abbbb} [Team [Home] [2 month] [1.0] [1.0]
K-1 Leader] [Field] [0.5 m] [2.5] [0]
K-2
K-3
Subtotal
1 Depending on the location and timing of the assignments under the Framework Agreement, the Framework agreement may demand more than one
expert for a position
2 Months are counted from the start of the assignment/mobilization. One (1) month equals twenty two (22) working (billable) days. One working (billable)
day shall be not less than eight (8) working (billable) hours.
3 “Home” means work in the office in the expert’s country of residence. “Field” work means work carried out in the Borrower’s country or any other country
outside the expert’s country of residence.
Full time input

Part time input
FORM TECH-6
(CONTINUED)
CURRICULUM VITAE (CV)
Position Title and No. {e.g., K-1, TEAM LEADER}
Name of Expert: {Insert full name}
Date of Birth: {day/month/year}
Country of Citizenship/Residence
Education: {List college/university or other specialized education, giving names of

educational institutions, dates attended, degree(s)/diploma(s) obtained}
________________________________________________________________________
Employment record relevant to the assignment: {Starting with present position, list in
reverse order. Please provide dates, name of employing organization, titles of positions held,
types of activities performed and location of the assignment, and contact information of
previous clients and employing organization(s) who can be contacted for references. Past
employment that is not relevant to the assignment does not need to be included.}
Period Employing organization and Country Summary of

your title/position. Contact activities performed
information for references relevant to the
Assignment
[e.g., May [e.g., Ministry of ……,
2005- advisor/consultant to…
present]
For references: Tel…………/e-
mail……; Mr. Hbbbbb, deputy
minister]
Membership in Professional Associations and Publications:

______________________________________________________________________
Language Skills (indicate only languages in which you can work): ______________
______________________________________________________________________
Adequacy for the Assignment:
Detailed Tasks Assigned on Consultant’s Reference to Prior Work/Assignments that

Team of Experts: Best Illustrates Capability to Handle the
Assigned Tasks
{List all deliverables/tasks as in TECH- 5 in
which the Expert will be involved)
Expert’s contact information: (e-mail …………………., phone……………)
Certification:
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications, and my experience, and I am available, as and when
necessary, to undertake the assignment in case of an award. I understand that any
misstatement or misrepresentation described herein may lead to my disqualification or
dismissal by the Procuring Agency, and/or sanctions by the Bank.
{day/month/year}
Name of Expert Signature Date
{day/month/year}
Name of authorized Signature Date

Representative of the Consultant
(the same who signs the Proposal)
FORM TECH-7
ES CODE OF CONDUCT FOR EXPERTS FORM
[Code of Conduct may be included, depending on the risk and nature of the
services under the Framework Agreement. The Code of Conduct with the Attachment must be
included for supervision (project management) of infrastructure contracts.]
Note to the Client:

The following minimum requirements shall not be modified. The Client may
include additional requirements to reflect Contract-specific issues/risks.
Delete this Box prior to issuance of the RFP.
Note to the Consultant:

The minimum content of the Code of Conduct form as set out by the Client shall
not be substantially modified. However, the Consultant may add requirements as
appropriate, including to take into account Contract-specific issues/risks.
The Consultant shall initial and submit the Code of Conduct form as part of its
Proposal.
CODE OF CONDUCT FOR EXPERTS

We are the Consultant, [enter name of Consultant]. We have signed a contract with [enter
name of Client] for [enter description of the Services]. These Services will be carried out at
[enter the Site and other locations as appropriate]. Our contract requires us to implement
measures to address environmental and social risks related to the Services, including the risks
of sexual exploitation, sexual abuse and sexual harassment.
This Code of Conduct is part of our measures to deal with environmental and social risks
related to the Services. It applies to all Experts at the Site or other places where the Services
are being carried out.
This Code of Conduct identifies the behavior that we require from all Experts.
Our workplace is an environment where unsafe, offensive, abusive or violent behavior will
not be tolerated and where all persons should feel comfortable raising issues or concerns
without fear of retaliation.
REQUIRED CONDUCT
Experts shall:
1. carry out his/her duties competently and diligently;
2. comply with this Code of Conduct and all applicable laws, regulations and other
requirements, including requirements to protect the health, safety and well-being of
other Experts and any other person;
3. maintain a safe working environment including by:
a. ensuring that workplaces, equipment and processes under each person’s
control are safe and without risk to health;
b. wearing required personal protective equipment; and
c. following applicable emergency operating procedures.
4. report work situations that he/she believes are not safe or healthy and remove
himself/herself from a work situation which he/she reasonably believes presents an
imminent and serious danger to his/her life or health;
5. treat other people with respect, and not discriminate against specific groups such as
women, people with disabilities, migrant workers or children;
6. not engage in Sexual Harassment, which means unwelcome sexual advances, requests
for sexual favors, and other verbal or physical conduct of a sexual nature with other
Experts, Contractor’s Personnel or Client’s personnel;
7. not engage in Sexual Exploitation, which means any actual or attempted abuse of
position of vulnerability, differential power or trust, for sexual purposes, including, but
not limited to, profiting monetarily, socially or politically from the sexual exploitation
of another ;
8. not engage in Sexual Abuse, which means the actual or threatened physical intrusion
of a sexual nature, whether by force or under unequal or coercive conditions;
9. not engage in any form of sexual activity with individuals under the age of 18, except
in case of pre-existing marriage;
10. complete relevant training courses that will be provided related to the environmental
and social aspects of the Contract, including on health and safety matters, Sexual
Exploitation and Abuse (SEA), and Sexual Harassment (SH);
11. report violations of this Code of Conduct; and
12. not retaliate against any person who reports violations of this Code of Conduct,
whether to us or the Client, or who makes use of grievance mechanism for Experts or
the project’s Grievance Redress Mechanism.
RAISING CONCERNS
If any person observes behavior that he/she believes may represent a violation of this Code of
Conduct, or that otherwise concerns him/her, he/she should raise the issue promptly. This can
be done in either of the following ways:
1. Contact [enter name of the Consultant’s social expert with relevant experience in
handling sexual exploitation, sexual abuse and sexual harassment cases, or if such
person is not required under the Contract, another individual designated by the
Consultant to handle these matters] in writing at this address [ ] or by telephone at [ ]
or in person at [ ]; or
2. Call [ ] to reach the Consultant’s hotline (if any) and leave a message.
The person’s identity will be kept confidential, unless reporting of allegations is mandated by
the country law. Anonymous complaints or allegations may also be submitted and will be
given all due and appropriate consideration. We take seriously all reports of possible
misconduct and will investigate and take appropriate action. We will provide warm referrals
to service providers that may help support the person who experienced the alleged incident, as
appropriate.
There will be no retaliation against any person who raises a concern in good faith about any
behavior prohibited by this Code of Conduct. Such retaliation would be a violation of this
Code of Conduct.
CONSEQUENCES OF VIOLATING THE CODE OF CONDUCT
Any violation of this Code of Conduct by Experts may result in serious consequences, up to
and including termination and possible referral to legal authorities.
FOR EXPERT:
I have received a copy of this Code of Conduct written in a language that I comprehend. I
understand that if I have any questions about this Code of Conduct, I can contact [enter name
of Consultant’s contact person(s) with relevant experience] requesting an explanation.
Name of Expert: [insert name]
Signature: __________________________________________________________
Date: (day month year): _______________________________________________
Countersignature of authorized representative of the Consultant:

Signature: ________________________________________________________
Date: (day month year): ______________________________________________
ATTACHMENT 1: Behaviors constituting Sexual Exploitation and Abuse (SEA) and

behaviors constituting Sexual Harassment (SH)
ATTACHMENT 1 TO THE CODE OF CONDUCT FORM

BEHAVIORS CONSTITUTING SEXUAL EXPLOITATION AND ABUSE (SEA) AND
BEHAVIORS CONSTITUTING SEXUAL HARASSMENT (SH)
The following non-exhaustive list is intended to illustrate types of prohibited behaviors:
(1) Examples of sexual exploitation and abuse include, but are not limited to:
 An Expert tells a member of the community that he/she can get them jobs related to the work
site (e.g. cooking and cleaning) in exchange for sex.
 An Expert that is connecting electricity input to households says that he can connect women
headed households to the grid in exchange for sex.
 An Expert rapes, or otherwise sexually assaults a member of the community.
 An Expert denies a person access to the Site unless he/she performs a sexual favor.
 An Expert tells a person applying for employment under the Contract that he/she will only
hire him/her if he/she has sex with him/her.
(2) Examples of sexual harassment in a work context
 An Expert comment on the appearance of another Expert (either positive or negative) and
sexual desirability.
 When An Expert complains about comments made by another Expert on his/her appearance,
the other Expert comment that he/she is “asking for it” because of how he/she dresses.
 Unwelcome touching of an Expert or Employer’s Personnel by another Expert.
 An Expert tells another Expert that he/she will get him/her a salary raise, or promotion if
he/she sends him/her naked photographs of himself/herself.
FORM TECH-8
SEXUAL EXPLOITATION AND ABUSE (SEA) AND/OR SEXUAL HARASSMENT
PERFORMANCE DECLARATION
[The following table shall be filled in for the Consultant, each member of a Joint Venture
and each subconsultant proposed by the Consultant]
Consultant’s Name: [insert full name]

Date: [insert day, month, year]
Joint Venture Member’s or Subconsultant’s Name: [insert full name]
RFP No. and title: [insert RFP number and title]
Page [insert page number] of [insert total number] pages
SEA and/or SH Declaration
We:
 (a) have not been subject to disqualification by the Bank for non-compliance with SEA/ SH
obligations
 (b) are subject to disqualification by the Bank for non-compliance with SEA/ SH obligations
 (c) had been subject to disqualification by the Bank for non-compliance with SEA/ SH
obligations. An arbitral award on the disqualification case has been made in our favor.
[If (c) above is applicable, attach evidence of an arbitral award reversing the findings on the issues
underlying the disqualification.]
Section 4. Financial Proposal – Standard Forms 58
Section 4. Financial Proposal - Standard Forms

{Notes to Consultant shown in brackets { } provide guidance to the Consultant to prepare the
Financial Proposals; they should not appear on the Financial Proposals to be submitted.}
Financial Proposal Standard Forms shall be used for the preparation of the Financial Proposal
according to the instructions provided in Section 2.
FIN-1 Financial Proposal Submission Form
FIN-2 Remuneration Rates, including Appendix A “Financial Negotiations - Breakdown

of Remuneration Rates” in the case of QBS method
FIN-3 Reimbursable Expenses

Section 4. Financial Proposal – Standard Forms
FORM FIN-1
Primary Procurement - Framework Agreement for Consulting
Services
FINANCIAL PROPOSAL SUBMISSION FORM
{Location, Date}
To: [Name and address of Procuring Agency]
Dear Sirs:
We, the undersigned, offer to conclude a Framework Agreement for the provision
consulting services for [Insert title of consulting services] in accordance with your Request for
Proposal dated [Insert Date] and our Technical Proposal.
Our attached Financial Proposal provides the remuneration rates for Experts and
reimbursable expenses unit rates. Local indirect taxes shall be confirmed during Call-off
negotiations.
Our Financial Proposal shall be valid and remain binding upon us, subject to the
modifications resulting from Framework Agreement negotiations, for the period of time
specified in the Data Sheet, ITC 12.1.
Commissions and gratuities paid or to be paid by us to an agent or any third party

relating to preparation or submission of this Proposal, Framework Agreement execution, paid
if we are awarded the Framework Agreement , are listed below:
Name and Address Amount and Purpose of Commission

of Agents Currency or Gratuity
{If no payments are made or promised, add the following statement: “No commissions or
gratuities have been or are to be paid by us to agents or any third party relating to this
Proposal and Framework Agreement execution.”}
We understand you are not bound to accept any Proposal you receive.
We remain,
Yours sincerely,
_________________________________________________________________

Phone/fax: {insert the authorized representative’s phone and fax number, if
applicable}
{For a joint venture, either all members shall sign or only the lead member/consultant,
in which case the power of attorney to sign on behalf of all members shall be
attached}
FORM FIN-2 REMUNERATION RATES
A. Remuneration
No. Time Input in

Person/Month
for a typical
Person-month
Position (as assignment { Currency {Currency # {Local
Name Remuneration {Currency# 3}
in TECH-6) under the 1-} 2} Currency}
Rate
Framework
Agreement
(from TECH-5)
Key Experts
K-1 [Home]
[Field]
K-2
Non-Key Experts
N-1 [Home]
N-2 [Field]
Appendix A. Financial Negotiations - Breakdown of

Remuneration Rates
1. Review of Remuneration Rates

1.1. The remuneration rates are made up of salary or a base fee, social costs, overheads,
profit, and any premium or allowance that may be paid for assignments away from
headquarters or a home office. An attached Sample Form can be used to provide a
breakdown of rates.
1.2. If the RFP requests submission of a technical proposal only, the Sample Form is used
by the selected Consultant to prepare for the negotiations of the Contract. If the RFP
requests submission of the financial proposal, the Sample Form shall be completed
and attached to the Financial Form-3. Agreed (at the negotiations) breakdown sheets
shall form part of the negotiated Contract and included in its Appendix D or C.
1.3. At the negotiations the firm shall be prepared to disclose its audited financial
statements for the last three years, to substantiate its rates, and accept that its proposed
rates and other financial matters are subject to scrutiny. The Procuring Agency is
charged with the custody of government funds and is expected to exercise prudence in
the expenditure of these funds.
1.4. Rate details are discussed below:
(i) Salary is the gross regular cash salary or fee paid to the individual in the firm’s
home office. It shall not contain any premium for work away from headquarters
or bonus (except where these are included by law or government regulations).
(ii) Bonuses are normally paid out of profits. To avoid double counting, any
bonuses shall not normally be included in the “Salary” and should be shown
separately. Where the Consultant’s accounting system is such that the
percentages of social costs and overheads are based on total revenue, including
bonuses, those percentages shall be adjusted downward accordingly. Where
national policy requires that 13 months’ pay be given for 12 months’ work, the
profit element need not be adjusted downward. Any discussions on bonuses
shall be supported by audited documentation, which shall be treated as
confidential.
(iii) Social Charges are the costs of non-monetary benefits and may include, inter
alia, social security (including pension, medical, and life insurance costs) and the
cost of a paid sick and/or annual leave. In this regard, a paid leave during public
holidays or an annual leave taken during an assignment if no Expert’s
replacement has been provided is not considered social charges.
(iv) Cost of Leave. The principles of calculating the cost of total days leave per
annum as a percentage of basic salary is normally calculated as follows:
total days leave x 100

ry = [365 - w - ph - v - s ]
Leave cost as percentage of sala
Where w = weekends, ph = public holidays, v = vacation, and s = sick leave.
Please note that leave can be considered as a social cost only if the Client is
not charged for the leave taken.
(v) Overheads are the Consultant’s business costs that are not directly related to
the execution of the assignment and shall not be reimbursed as separate items
under the Contract. Typical items are home office costs (non-billable time,
time of senior Consultant’s staff monitoring the project, rent of headquarters’
office, support staff, research, staff training, marketing, etc.), the cost of
Consultant’s personnel not currently employed on revenue-earning projects,
taxes on business activities, and business promotion costs. During
negotiations, audited financial statements, certified as correct by an
independent auditor and supporting the last three years’ overheads, shall be
available for discussion, together with detailed lists of items making up the
overheads and the percentage by which each relates to basic salary. The
Procuring Agency does not accept an add-on margin for social charges,
overhead expenses, etc. for Experts who are not permanent employees of the
Consultant. In such case, the Consultant shall be entitled only to
administrative costs and a fee on the monthly payments charged for sub-
contracted Experts.
(vi) Profit is normally based on the sum of the Salary, Social costs, and
Overheads. If any bonuses paid on a regular basis are listed, a corresponding
reduction shall be made in the profit amount. Profit shall not be allowed on
travel or any other reimbursable expenses.
(vii) Away from Home Office Allowance or Premium or Subsistence
Allowances. Some Consultants pay allowances to Experts working away
from headquarters or outside of the home office. Such allowances are
calculated as a percentage of salary (or a fee) and shall not draw overheads or
profit. Sometimes, by law, such allowances may draw social costs. In this
case, the amount of this social cost shall still be shown under social costs,
with the net allowance shown separately.
UNDP standard rates for the particular country may be used as reference to
determine subsistence allowances.
Sample Form
Consultant: Country:
Assignment: Date:
Consultant’s Representations Regarding Costs and Charges
We hereby confirm that:
(a) the basic fees indicated in the attached table are taken from the firm’s payroll records
and reflect the current rates of the Experts listed which have not been raised other than
within the normal annual pay increase policy as applied to all the Consultant’s Experts;
(b) attached are true copies of the latest pay slips of the Experts listed;
(c) the away- from- home office allowances indicated below are those that the Consultant
has agreed to pay for this assignment to the Experts listed;
(d) the factors listed in the attached table for social charges and overhead are based on the
firm’s average cost experiences for the latest three years as represented by the firm’s
financial statements; and
(e) said factors for overhead and social charges do not include any bonuses or other means
of profit-sharing.
[Name of Consultant]
Signature of Authorized Representative Date
Name:
Title:

(Model Form I)
(Expressed in {insert name of currency*})
Personnel 1 2 3 4 5 6 7 8
Basic
Remuneration Away from Proposed Fixed Proposed Fixed
Social Overhead 2
Name Position Rate per Subtotal Profit Home Office Rate per Working Rate per Working
Charges1 1
Working Allowance Month/Day/Hour Month/Day/Hour1
Month/Day/Year
Home Office
Borrower’s Country
{* If more than one currency is used, use additional table(s), one for each currency}
1. Expressed as percentage of 1
FORM FIN-3 BREAKDOWN OF REIMBURSABLE EXPENSES
N Type of Reimbursable {Local

Unit Unit Cost {Currency # 1 } {Currency # 2} {Currency# 3- }
° Expenses Currency}
{e.g., Per diem allowances**} {Day}
{e.g., International flights} {Ticket}
{e.g., In/out airport

{Trip}
transportation}
{e.g., Communication costs
between Insert place and Insert
place}
{ e.g., reproduction of reports}
{e.g., Office rent}
....................................
{Training of the Client’s
personnel – if required in TOR}
Legend:
“Per diem allowance” is paid for each night the expert is required by the Contract to be away from his/her usual place of residence. Client can set up a ceiling.
BENEFICIAL OWNERSHIP DISCLOSURE FORM
INSTRUCTIONS TO CONSULTANTS: DELETE THIS BOX ONCE YOU HAVE

COMPLETED THE FORM
This Beneficial Ownership Disclosure Form (“Form”) is to be completed by the successful

Consultant. In case of joint venture, the Consultant must submit a separate Form for each
member. The beneficial ownership information to be submitted in this Form shall be
current as of the date of its submission.
For the purposes of this Form, a Beneficial Owner of a Consultant is any natural person
who ultimately owns or controls the Consultant by meeting one or more of the following
conditions:
 directly or indirectly holding 25% or more of the shares

 directly or indirectly holding 25% or more of the voting rights
 directly or indirectly having the right to appoint a majority of the board of directors
Request for Proposal reference No.: [insert identification no]

Name of the Assignment: [insert name of the assignment]
To: [insert complete name of Procuring Agency]
In response to your notification of award dated [insert date of notification of award] to

furnish additional information on beneficial ownership: [select one option as applicable and
delete the options that are not applicable]
(i) we hereby provide the following beneficial ownership information.
Details of beneficial ownership

Identity of Directly or Directly or Directly or indirectly having
Beneficial Owner indirectly indirectly the right to appoint a majority
holding 25% or holding 25 % of the board of the directors or
more of the or more of the an equivalent governing body
shares Voting Rights of the Consultant
(Yes / No) (Yes / No) (Yes / No)
[include full name

(last, middle, first),
nationality, country
of residence]
OR
(ii) We declare that there is no Beneficial Owner meeting one or more of the following
conditions:

 directly or indirectly having the right to appoint a majority of the board of directors or
equivalent governing body of the Consultant
OR
(iii) We declare that we are unable to identify any Beneficial Owner meeting one or more of
the following conditions. [If this option is selected, the Consultant shall provide explanation
on why it is unable to identify any Beneficial Owner]
 directly or indirectly having the right to appoint a majority of the board of directors or
equivalent governing body of the Consultant]”
Name of the Consultant: *[insert complete name of the Consultant]_________
Name of the person duly authorized to sign the Proposal on behalf of the Consultant:
**[insert complete name of person duly authorized to sign the Proposal]___________
Title of the person signing the Proposal: [insert complete title of the person signing the
Proposal]______
Signature of the person named above: [insert signature of person whose name and capacity
are shown above]_____
Date signed [insert date of signing] day of [insert month], [insert year]_____
*
In the case of the Proposal submitted by a Joint Venture specify the name of the Joint Venture as Consultant. In
the event that the Consultant is a joint venture, each reference to “Consultant” in the Beneficial Ownership
Disclosure Form (including this Introduction thereto) shall be read to refer to the joint venture member.
**
Person signing the Proposal shall have the power of attorney given by the Consultant. The power of attorney
shall be attached with the Proposal Schedules.
Section 5. Eligible Countries 69
Section 5. Eligible Countries
In reference to ITC 6.3.2, for the information of shortlisted Consultants, at the present time
firms, goods and services from the following countries are excluded from this selection:
Under the ITC 6.3.2 (a): ________________ [list country/countries following approval by the
Bank to apply the restriction or state “none”]
Under the ITC 6.3.2 (b): ________________ [list country/countries or indicate “none”]
Section 6. Fraud and Corruption 71
Section 6. Fraud and Corruption
(This Section 6, Fraud and Corruption shall not be modified)
1. Purpose
1.1 The Bank’s Anti-Corruption Guidelines and this annex apply with respect to procurement
under Bank Investment Project Financing operations.
2. Requirements
2.1 The Bank requires that Borrowers (including beneficiaries of Bank financing); bidders
(applicants/proposers), consultants, contractors and suppliers; any sub-contractors, sub-
consultants, service providers or suppliers; any agents (whether declared or not); and any
of their personnel, observe the highest standard of ethics during the procurement process,
selection and contract execution of Bank-financed contracts, and refrain from Fraud and
Corruption.
2.2 To this end, the Bank:
a. Defines, for the purposes of this provision, the terms set forth below as follows:
i. “corrupt practice” is the offering, giving, receiving, or soliciting, directly or
indirectly, of anything of value to influence improperly the actions of another
party;
ii. “fraudulent practice” is any act or omission, including misrepresentation, that
knowingly or recklessly misleads, or attempts to mislead, a party to obtain
financial or other benefit or to avoid an obligation;
iii. “collusive practice” is an arrangement between two or more parties designed to
achieve an improper purpose, including to influence improperly the actions of
another party;
iv. “coercive practice” is impairing or harming, or threatening to impair or harm,
directly or indirectly, any party or the property of the party to influence improperly
the actions of a party;
v. “obstructive practice” is:
(a) deliberately destroying, falsifying, altering, or concealing of evidence
material to the investigation or making false statements to investigators in
order to materially impede a Bank investigation into allegations of a
corrupt, fraudulent, coercive, or collusive practice; and/or threatening,
harassing, or intimidating any party to prevent it from disclosing its
knowledge of matters relevant to the investigation or from pursuing the
investigation; or
(b) acts intended to materially impede the exercise of the Bank’s inspection
and audit rights provided for under paragraph 2.2 e. below.
b. Rejects a proposal for award if the Bank determines that the firm or individual
recommended for award, any of its personnel, or its agents, or its sub-consultants, sub-
contractors, service providers, suppliers and/ or their employees, has, directly or
Section 6. Fraud and Corruption 72
indirectly, engaged in corrupt, fraudulent, collusive, coercive, or obstructive practices

in competing for the contract in question;
c. In addition to the legal remedies set out in the relevant Legal Agreement, may take
other appropriate actions, including declaring misprocurement, if the Bank determines
at any time that representatives of the Borrower or of a recipient of any part of the
proceeds of the loan engaged in corrupt, fraudulent, collusive, coercive, or obstructive
practices during the procurement process, selection and/or execution of the contract in
question, without the Borrower having taken timely and appropriate action
satisfactory to the Bank to address such practices when they occur, including by
failing to inform the Bank in a timely manner at the time they knew of the practices;
d. Pursuant to the Bank’s Anti- Corruption Guidelines and in accordance with the Bank’s
prevailing sanctions policies and procedures, may sanction a firm or individual, either
indefinitely or for a stated period of time, including by publicly declaring such firm or
individual ineligible (i) to be awarded or otherwise benefit from a Bank-financed
contract, financially or in any other manner;1 (ii) to be a nominated2 sub-contractor,
consultant, manufacturer or supplier, or service provider of an otherwise eligible firm
being awarded a Bank-financed contract; and (iii) to receive the proceeds of any loan
made by the Bank or otherwise to participate further in the preparation or
implementation of any Bank-financed project;
e. Requires that a clause be included in bidding/request for proposals documents and in
contracts financed by a Bank loan, requiring (i) bidders (applicants/proposers),
consultants, contractors, and suppliers, and their sub-contractors, sub-consultants,
service providers, suppliers, agents, personnel, permit the Bank to inspect 3 all
accounts, records and other documents relating to the procurement process, selection
and/or contract execution, and to have them audited by auditors appointed by the
Bank.
1
For the avoidance of doubt, a sanctioned party’s ineligibility to be awarded a contract shall include, without limitation,
(i) applying for pre-qualification, expressing interest in a consultancy, and bidding, either directly or as a nominated sub-
contractor, nominated consultant, nominated manufacturer or supplier, or nominated service provider, in respect of such
contract, and (ii) entering into an addendum or amendment introducing a material modification to any existing contract.
2
A nominated sub-contractor, nominated consultant, nominated manufacturer or supplier, or nominated service provider
(different names are used depending on the particular bidding document) is one which has been: (i) included by the
bidder in its pre-qualification application or bid because it brings specific and critical experience and know-how that
allow the bidder to meet the qualification requirements for the particular bid; or (ii) appointed by the Borrower.
3
Inspections in this context usually are investigative (i.e., forensic) in nature. They involve fact-finding activities
undertaken by the Bank or persons appointed by the Bank to address specific matters related to investigations/audits,
such as evaluating the veracity of an allegation of possible Fraud and Corruption, through the appropriate mechanisms.
Such activity includes but is not limited to: accessing and examining a firm's or individual's financial records and
information, and making copies thereof as relevant; accessing and examining any other documents, data and information
(whether in hard copy or electronic format) deemed relevant for the investigation/audit, and making copies thereof as
relevant; interviewing staff and other relevant individuals; performing physical inspections and site visits; and obtaining
third party verification of information.
Section 7. Terms of Reference 73
Section 7. Terms of Reference
[ in case of consulting services for supervision (project management) of Infrastructure
contracts (such as Plant and Works], include appropriate Environmental and social
provisions. See Standard RFP- Consulting Services for supervision of infrastructure
contracts. Further if the consulting services contract and/or the contract/s to be
supervised/managed (if any) by the Consultant has/have been assessed to present potential
or actual cyber security risks, include, as applicable, that: the Consultant shall manage
cyber security risks related to the proposed consulting services and/or the consultant shall
monitor that cyber security risks are adequately managed by the contractor/s under the
contract/s to be supervised/managed by the Consultant.
If the risks mentioned above apply, depending on the specifics, the Consultant should be
required to demonstrate relevant experience in this field among its proposed Key Experts
(either by one or more of those experts possessing such additional experience or otherwise by
proposing expert/s as appropriate]
[Sample outline:
1. Background _______________________________
2. Objective(s) of the Framework Agreement_____________________
3. Expected locations and estimated timing of the assignments (if

known)__________________________
4. Scope of Services, Tasks (Components) and Expected Deliverables for a typical

assignment under the Framework Agreement
4.1 ______________________
4.2 [indicate if downstream work is required]
4.3 [indicate if training is a specific component of the assignment]
5. Team Composition & Qualification Requirements for the Key Experts (and any other
requirements which will be used for evaluating the Key Experts under Data Sheet 21.1 of
the ITC) under the Framework Agreement
[If the scope of services of the consultant include design of structural elements, specify
appropriate experience and qualifications needed to ensure that the design will be
carried out by competent professionals.]
6. Reporting Requirements and Time Schedule for Deliverables for a typical assignment
under the Framework Agreement
[At a minimum, list the following:

(a) format, frequency, and contents of reports;
Section 7. Terms of Reference 74
(b) number of copies, and requirements to electronic submission (or on CD ROM).

Final reports shall be delivered in CD ROM in addition to the specified number of
hard copies;
(c) dates of submission;
(d) persons (indicate names, titles, submission address) to receive them; etc.
7. Client’s Input and Counterpart Personnel (indicative only, if known)
(a) Services, facilities and property to be made available to the Consultant by the Client:
_______________________________ [list/specify]
(b) Professional and support counterpart personnel to be assigned by the Client to the
Consultant’s team: _______________________________ [list/specify]
8.
___...___________________]
PART II – FRAMEWORK AGREEMENT 75
PART II – FRAMEWORK AGREEMENT

Framework Agreement 76
Notification of Intention to Conclude a

Framework Agreement(s)
[This Notification of Intention to Conclude a Framework Agreement(s) shall be sent to each
Consultant that submitted a proposal. Send this Notification to the Consultant’s Authorized
Representative named in the proposal]
For the attention of Consultant’s Authorized Representative
Name: [insert Authorized Representative’s name]
Address: [insert Authorized Representative’s Address]
Telephone/Fax numbers: [insert Authorized Representative’s telephone/fax numbers]
Email Address: [insert Authorized Representative’s email address]
[IMPORTANT: insert the date that this Notification is transmitted to Consultants. The
Notification must be sent to all Consultants simultaneously. This means on the same date and
as close to the same time as possible.]
Procuring Agency: [insert the name of the Procuring Agency]

Project: [insert name of project]
Framework Agreement title: [insert the name of the FA]
Country: [insert country where RFP is issued]
Loan No. /Credit No. / Grant No.: [insert reference number for loan/credit/grant]
RFP No: [insert RFP reference number from Procurement Plan]
Date of transmission: This Notification is sent by: [email/fax] on [date] (local time)
Notification of Intention to Conclude a Framework Agreement(s)

This Notification of Intention to conclude Framework Agreement(s) (Notification) notifies
you of our decision to conclude the above Framework Agreement(s). The transmission of this
Notification begins the Standstill Period. During the Standstill Period, you may:
1. request a debriefing in relation to the evaluation of your proposal, and/or
2. submit a Procurement-related Complaint in relation to the decision to conclude the
The successful Consultant(s) are the following [insert]:

[insert names of all short listed Consultants and indicate which Consultants submitted
Proposals. Include overall technical scores and scores assigned for each criterion and
sub-criterion]
Name of Submitted
Overall technical scores
Consultant Proposal
Criterion (i): [insert score]
[insert name] [yes/no]
Criterion (ii): [insert score]
Sub-criterion a: [insert score]
Sub-criterion b: [insert score]
Sub-criterion c: [insert score]
Total score: [insert score]
[insert name] …
Reason/s why your Proposal was unsuccessful
[INSTRUCTIONS; State the reason/s why this Consultant’s Proposal was unsuccessful.
Do NOT include: (a) a point by point comparison with another Consultant’s Proposal or
(b) information that is marked confidential by the Consultant in its Proposal.]
How to request a debriefing

Deadline: The deadline to request a debriefing expires at midnight on [insert date] (local
time).
You may request a debriefing in relation to the results of the evaluation of your proposal.
If you decide to request a debriefing your written request must be made within three (3)
Business Days of receipt of this Notification of Intention to Conclude a Framework
Agreement.
Provide the framework agreement name, reference number, name of the Consultant,
contact details; and address the request for debriefing as follows:

Attention: [insert full name of person, if applicable]
Agency: [insert name of Procuring Agency]
If your request for a debriefing is received within the 3 Business Days deadline, we will
provide the debriefing within five (5) Business Days of receipt of your request. If we are
unable to provide the debriefing within this period, the Standstill Period shall be extended
by five (5) Business Days after the date that the debriefing is provided. If this happens, we
will notify you and confirm the date that the extended Standstill Period will end.
The debriefing may be in writing, by phone, video conference call or in person. We shall
promptly advise you in writing how the debriefing will take place and confirm the date and
time.
If the deadline to request a debriefing has expired, you may still request a debriefing. In
this case, we will provide the debriefing as soon as practicable, and normally no later than
fifteen (15) Business Days from the date of publication of the Conclusion of Framework
Agreement Notice.
How to make a complaint

Deadline: Procurement-related Complaint challenging the decision to conclude a
Framework Agreement shall be submitted by midnight, [insert date] (local time).
Provide the Framework Agreement name, reference number, name of the Consultant,
contact details; and address the Procurement-related Complaint as follows:
Attention: [insert full name of person, if applicable]
Agency: [insert name of Procuring Agency]
At this point in the procurement process, you may submit a Procurement-related
Complaint challenging the decision to exclude you from conclusion of a Framework
Agreement. You do not need to have requested, or received, a debriefing before making
this complaint. Your complaint must be submitted within the Standstill Period and
received by us before the Standstill Period ends.
Further information:
For more information see the Procurement Regulations for IPF Borrowers (Procurement
Regulations) (Annex III). You should read these provisions before preparing and
submitting your complaint. In addition, the World Bank’s Guidance “How to make a
Procurement-related Complaint” provides a useful explanation of the process, as well as a
sample letter of complaint.
In summary, there are four essential requirements:

1. You must be an ‘interested party’. In this case, that means a Consultant who
submitted a proposal in this procurement process, and is the recipient of a
Notification of Intention to Conclude a Framework Agreement.
2. The complaint can only challenge the decision to conclude the Framework
Agreement.
3. You must submit the complaint within the period stated above.
4. You must include, in your complaint, all the information required by the
Procurement Regulations (as described in Annex III).
Standstill Period
Deadline: The Standstill Period is due to end at midnight on [insert date] (local time).
The Standstill Period lasts ten (10) Business Days after the date of transmission of this
Notification of Intention to Conclude a Framework Agreement.
The Standstill Period may be extended as stated in the section above titled ‘How to request
a debriefing’.
If you have any questions regarding this Notification, please do not hesitate to contact us.
On behalf of the Procuring Agency:
Signature:
Name:
Title/position:
Telephone:
Email:
Framework Agreement
Notification to Conclude a Framework

Agreement (s)
[Use letterhead paper of the Procuring Agency]
[Date]
To: [name and address of successful Consultant]
Notification to Conclude a Framework Agreement

Framework Agreement No. [insert FA reference number]
This is to notify you that your proposal dated [insert date] to conclude a Framework
Agreement in relation to the provision of [insert short title of the Services] is hereby
accepted by our Agency.
Please sign, date and return the Framework Agreement within [insert the applicable
period for signing of the FA in accordance of the ITC] days of receipt of the same. In
accordance with ITC 33.1, please also complete and submit, within eight (8) Business
days, the Beneficial Ownership Disclosure Form attached to the RFP.
Authorized Signature:
Name:
Title/position:
Name of Procuring
Agency:
Telephone:
Email:
Attachment: Framework Agreement

Framework Agreement
[This form is to be completed by the Procuring Agency in accordance with the instructions
provided in italicized text. The italicized text should be deleted from the final document.
Note: the terminology in relation to the parties to the Framework Agreement changes from the
terminology used in relation to the parties involved in the Primary Procurement. In the Primary
Procurement, the Procuring Agency is responsible for establishing the FA(s). However, the
parties to the FA will be the “Client(s)” (being Borrower’s agencies that are entitled to procure
under the FA) and, where appropriate, a “Lead Client” or a “Responsible Agency” acting on
behalf of a Client(s) and responsible for managing and administering the FA.]
This Framework Agreement [insert reference number of the Framework Agreement] is made for
the provision of [ insert brief description of the Services]
on the [insert: number] day of [insert: month], [insert: year]
between
[Select one of the three OPTIONS below]
[OPTION 1: for Single User Framework Agreement]
the Client(s) [insert complete name of the Client/s, the type of legal entity, (for example,
“an agency of the Ministry of the Government of {insert name of Country of Client/s}”, or
“a corporation incorporated under the laws of {insert name of Country of Client/s}”] (the
Client(s)) and
[OPTION 2: for a Multi-User Framework Agreement with a Lead Client that is responsible for
managing and administering the Framework Agreement, and that is also a Client,]
between
the Lead Client [insert complete name of the Lead Client, the type of legal entity, (for
example, “an agency of the Ministry of the Government of {insert name of the Lead Client’s
Country}”, or “a corporation incorporated under the laws of {insert name of Country of
Lead Client}”] and having its principal place of business at [insert Lead Client’s address] as
a Client in its own right under the Framework Agreement and as the agency responsible for
the management and administration of the Framework Agreement for use by the other
participating Clients listed in Schedule [insert number] to this Framework Agreement
(Client (s)) and
[OPTION 3: for a Multi-User Framework Agreement with an agency, that is not a Client, but
that is responsible for the management and administration of the Framework Agreement, for use
by the Clients.]
between
Framework Agreement
the Responsible Agency [insert complete name of the type of legal entity, (for example,
“an agency of the Ministry of the Government of {insert name of Country} of the
Responsible Agency”, or “a corporation incorporated under the laws of {insert name of
Country of the Responsible Agency}”] and having its principal place of business at [insert
Responsible Agency’s address] as the agency responsible for the management and
administration of the Framework Agreement for use by the participating Clients listed in
Schedule [insert number] to this Framework Agreement (Client (s)) and
the Consultant [insert name of the Consultant] [If the Consultant consist of more than one
entity, replace: “ the Consultant [ insert name of the Consultant] with: “ “a Joint Venture
[insert name of the JV] consisting of the following entities, each member of which will be jointly
and severally liable for all the Consultant’s obligations under the Framework Agreement,
namely, [name of member] and [name of member] (hereinafter called the “Consultant”)]
This Framework Agreement is subject to the provisions described in the Sections and Schedules
listed below, and any amendments thereof.
This Framework Agreement concludes a standing offer by the Consultant to provide the
specified Services to the Client(s) during the Term of the Framework Agreement, as and when
the Client(s) wishes to procure them, through a Call-off Contract.
The following documents shall be deemed to form and be read and construed as part of this
Framework Agreement and, where indicated, to any Call-off Contract awarded under this
Framework Agreement Provisions
Appendix to the Framework Agreement: Fraud and Corruption
Schedule 1: Terms of Reference
Schedule 2: Key Experts
Schedule 3: Remuneration Rates
Schedule 4: Reimbursable Rates
Schedule 5: Secondary Procurement
Schedule 6: Advance Payment Security
Schedule 7: Code of Conduct for Experts [as applicable]
Schedule 8: Sexual Exploitation and Abuse (SEA) and/or Sexual Harassment (SH)
Performance Declaration for Sub-consultants
Schedule 9: List of participating Clients [use for Multi-User FAs, otherwise delete]
IN WITNESS whereof, the Parties to this Framework Agreement have caused this Framework
Agreement to be executed in accordance with the laws of [insert the name of the Framework
Agreement governing law country] on the day, month and year indicated above.
[Select one of the three options below]
[OPTION 1: for Single User Framework Agreement]
“For and on behalf of the Client:”
[OPTION 2: for a Multi-User Framework Agreement with a Lead Client that is responsible for
managing and administering the Framework Agreement, and that is also a Client]
“For and on behalf of the Lead Client:”
[OPTION 3: - for a Multi-User Framework Agreement with an agency, that is not a Client , but
that is responsible for the management and administration of the Framework Agreement, for use
by the participating Clients.]
“For and on behalf of the Responsible Agency”
Signed: [insert signature]

Full name: [name of person signing]
Agency: [insert the name of agency]
In the capacity of: [insert title or other appropriate designation]
In the presence of [insert identification of official witness]
For and on behalf of the Consultant:

Signed: [insert signature of authorized representative(s) of the Consultant]
Full name: [name of person signing]
In the capacity of: [insert title or other appropriate designation]
In the presence of [insert identification official of witness]
[Note: For a joint venture, either all members shall sign or only the lead member shall sign, in
which case the power of attorney to sign on behalf of all members shall be attached.]
Framework Agreement Provisions (FAP)

[This section is to be completed by the Procuring Agency as per the instructions provided in
italicized text. The italicized text should be deleted from the final document.]
Framework
Agreement Provision Description
(FAP)
1. Definitions 1.1. The following words and expressions shall have the meanings
hereby assigned to them
(a) “Bank” means the World Bank, meaning the International
Bank for Reconstruction and Development (IBRD) and/or
the International Development Association (IDA), whether
acting on its own account or in its capacity as administrator
of trust funds provided by other donors.
(b) “Borrower” means the Government, Government agency or
other entity that signs the financing agreement with the Bank
(c) “Borrower’s Country” is the country specified in the FAP
2.3.
(d) “Business Day” is any day that is an official working day of
the Client. It excludes the Client’s official public holidays.
(e) “Call-off Contract” is a contract awarded under a
Framework Agreement, pursuant to a Secondary
Procurement, for the provision of Services.
(f) “Client” is the Borrower’s agency(ies) that is/are permitted
to procure Services from a Consultant/s under a Call-off
Contract awarded pursuant to the Framework Agreement/s.
Where appropriate, for the purpose of interpretation of the
Framework Agreement, the term Client includes Lead Client,
or Responsible Agency.
(g) “Closed Framework Agreement” is where no new firm(s)
may conclude Framework Agreement(s) during the Term of
the Framework Agreement.
(h) “Commencement Date” is the date this Framework
Agreement is signed by both parties, being the
commencement of the Term.
(i) “Consultant” means a legally established professional
consulting firm or an entity who has concluded a Framework
Agreement to provide Services, from time to time, and as and
when required, under a Call-off Contract.

(j) “Contract Price” is the price payable to the Consultant as
stipulated in each Call-off Contract, subject to such additions
and adjustments thereto or deductions therefrom, as may be
made pursuant to the Contract.
(k) “Day” means calendar day.
(l) “In Writing” means communicated or recorded in written
form. It includes, for example: mail, e-mail, fax or
communication through an electronic procurement system
(provided that the electronic system is accessible, secure,
ensures integrity and confidentiality, and has sufficient audit
trail features).
(m) “Lead Client”, when named in the Framework Agreement,
means a party to the Framework Agreement, as a Client in its
own right under the framework agreement and as the agency
responsible for the management and administration of the
Framework Agreement for use by the other participating
Clients as stipulated in the FAP 2.2. All communications,
including notices, in relation to the Framework Agreement,
are to be addressed to the Lead Client. All communications,
including notices, in relation to a Call-off Contract, are to be
addressed to the Client named in the Call-off Contract.
(n) “Multi-User Framework Agreement” means a Framework
Agreement where there is more than one Client permitted to
procure pursuant to a Call-off Contract, as stipulated in FAP
2.2;
(o) “Responsible Agency”, when named in the Framework
Agreement, is a party to the Framework Agreement, but only
in its capacity as the agency responsible for managing and
administering the Framework Agreement for use by the
participating Clients. All communications, including notices,
in relation to the Framework Agreement, are to be addressed
to the Responsible Agency.
(p) “Secondary Procurement” is the method used to select a
Consultant and award a Call-off Contract under this
(q) “Services” means the consulting services to be provided by
the Consultant pursuant to a Call-Off Contract awarded
pursuant to the Framework Agreement.
(r) “Single-User Framework Agreement” means a Framework
Agreement where there is only one Client, as stipulated in
FAP 2.2.
(s) “Sub-consultants” means an entity to whom/which the

Consultant subcontracts any part of the Services while
remaining solely liable for the execution of the Framework
Agreement and Call-off Contract.
(t) “Term” means the duration of this Framework Agreement as
described in the FAP2.5 starting on the Commencement
Date. Where applicable, it includes any extension(s) to the
initial Term, if permitted in the FAP 2.6.
2. Framework 2.1. This Framework Agreement relates to the provision of Services,

Agreement Specific under separate Call-off Contracts, of [insert short title that
Information describes the type of consulting services]. The Services are of the
type more described in Schedule 1: Terms of Reference.
2.2. [state either “This is a Single-User Framework Agreement.” or
“This is a Multi-User Framework Agreement. All participating
Clients are listed at Schedule [insert Schedule number]”]
2.3. The Borrower’s Country is: [insert the name of the country]
2.4. The Framework Agreement and the Call-off Contracts shall be
governed by and interpreted in accordance with the laws of [state:
“the Borrower’s Country”, unless any other law shall apply].
2.5. The Term of this Framework Agreement is [enter number of
years] years. [NOTE: the maximum initial Term shall not exceed 3
years] from the Commencement Date.
2.6. [Delete if the term is not to be extended] The Term may be
extended, at the Client’s sole discretion, and where there has been
satisfactory performance by the Consultant. To extend the Term,
the Client shall give the Consultant no less than three (3) months’
notice, In Writing, prior to the date on which the Framework
Agreement would otherwise have expired. The total Term of the
Framework Agreement shall be no longer than five (5) years.
2.7. [Price adjustment-FAP 11 if applicable]: The name, source
institution, and any necessary identifying characteristics of the
official index for salaries corresponding to If and Ifo in the
adjustment formula for remuneration paid in foreign currency:
[Insert the name, source institution, and necessary identifying
characteristics of the index for foreign currency, e.g. “Consumer
Price Index for all Urban Consumers (CPI-U), not seasonally
adjusted; U.S. Department of Labor, Bureau of Labor Statistics”]
[ to be inserted by the Consultant].
The name, source institution, and any necessary identifying
characteristics of the official index for salaries corresponding to Il
and Ilo in the adjustment formula for remuneration paid in local
currency: [Insert the name, source institution, and necessary
identifying characteristics of the index for local currency]

2.8. Any notice given by one party to the other pursuant to this
Framework Agreement shall be In Writing using the quickest
available method such as electronic mail with proof of receipt. A
notice shall be effective when delivered, or on the notice’s
effective date, whichever is later.
The representatives for each party, who shall be the primary point of
contact for the other party in relation to matters arising from this
Framework Agreement, including notices, are specified below.
Should the representative be replaced, the party replacing the
representative shall promptly inform the other party In Writing of
the name and contact details of the new representative. Any
representative appointed shall be authorized to make decisions on
the day to day operation of the Framework Agreement.
2.9. Client’s Representatives
[Selection one of the following options]
OPTION 1: for a Single-User Framework Agreement use the
following text]
The name and contact details of the Client’s Representative under
this Framework Agreement, and the address for notices in relation
to this Framework Agreement, are:
Name:
Title/position:
Address:
Phone:
Mobile:
E-mail:
OR
[OPTION 2: for a Multi-User Framework Agreement with a Lead
Client that is responsible for managing and administering the
Framework Agreement and is also a Client insert the name of the
Lead Client’s Representative and list all other participating
Clients’ Representatives in a Schedule:]
The name and contact details of the Lead Client under this
Framework Agreement, and the address for notices in relation to
this Framework Agreement, are:
Name:
Title/position:
Address:
Phone:
Mobile:
E-mail:
The Representatives for all other participating Clients are listed in
Schedule [insert number] to this Framework Agreement.
OR
[OPTION 3: for a Multi-User Framework Agreement concluded by
a central purchasing authority (that is not also a Client) insert the
following]
The name and contact details of the Responsible Agency under this
Framework Agreement, and the address for notices in relation to
this Framework Agreement, are:
Name:
Title/position:
Address:
Phone:
Mobile:
E-mail:
The Representatives for all participating Clients are listed in
Schedule [insert number] to this Framework Agreement.
2.10. Consultant’s Representatives
The name and contact details of the Consultant’s Representative,
for the purposes of this Framework Agreement, and the address for
notices in relation to this Framework Agreement are:
Name:
Title/position:
Address:
Phone:
Mobile:
E-mail:
2.11. Appointing authority
Appointing authority that may be required for the Call-off
Contract, for the sole arbitrator [insert name of an appropriate
professional body].
3. Framework 3.1. This Framework Agreement (FA) shall be read as a whole. Where
Agreement a document is incorporated by reference into this Framework
Documents Agreement, it shall be deemed to form, and be read and construed,
as part of this Framework Agreement.
3.2. This Framework Agreement comprises the following documents.:
(a) Framework Agreement, including all Sections and
Schedules;
(b) Notice of Conclusion of a Framework Agreement; and
(c) Proposal submission forms (from Primary Procurement).
4. Consultant’s 4.1. The Consultant shall offer to provide (standing offer) consulting
Obligations services to the Client pursuant to the Framework Agreement.
4.2. The Consultant shall respond to a request from a Client for
proposal or direct contracting within the period specified in that
request by either (i) submitting a proposal or (ii) accepting award
of contract in case of direct selection or (iii) informing the Client
that it does not intend to provide the Services under the Call-off
Contract.
4.3. During the Term of the Framework Agreement, the Consultant
shall continue to be eligible and technically qualified, as per the
qualification and eligibility criteria stipulated in the Primary
Procurement. The Consultant shall notify the Client immediately,
in writing, if it ceases to be qualified and/or ceases to be eligible.
Standard of Performance
4.4. The Consultant shall perform the Services and carry out the
Services with all due diligence, efficiency and economy, in
accordance with generally accepted professional standards and
practices, and shall observe sound management practices, and
employ appropriate technology and safe and effective equipment,
machinery, materials and methods.
4.5. The Consultant shall employ and provide such qualified and
experienced Experts and Sub-consultants as are required to carry
out the Services.
4.6. The Consultant may subcontract part of the Services to an extent
and with such Key Experts and Sub-consultants as may be
approved in advance by the Client. Submission by the Consultant
for the Client’s approval, for addition of any Sub-consultant not
named in the Contract, shall also include the Sub-consultant’s
declaration in accordance with Schedule 8- Sexual exploitation
and Abuse (SEA) and/or Sexual Harassment (SH) Performance
Declaration. Notwithstanding such approval, the Consultant shall
retain full responsibility for the Services.

Applicable Law
4.7. The Consultant shall perform the Services in accordance with the
Contract and the Applicable Law and shall take all practicable
steps to ensure that any of its Experts and Sub-consultants, comply
with the Applicable Law.
4.8. Throughout the execution of the Framework Agreement, the
Consultant shall comply with the import of goods and services
prohibitions in the Client’s country when
(a) as a matter of law or official regulations, the Borrower’s
country prohibits commercial relations with that country;
or
(b) by an act of compliance with a decision of the United
Nations Security Council taken under Chapter VII of the
Charter of the United Nations, the Borrower’s Country
prohibits any import of goods from that country or any
payments to any country, person, or entity in that country.
Conflict of Interest
4.9. The Consultant shall hold the Client’s interests paramount, without
any consideration for future work, and strictly avoid conflict with
other assignments or their own corporate interests.
4.10. The payment of the Consultant in accordance with the Call-off
Contract shall constitute the Consultant’s only payment in
connection with the Contract and, subject to FAP 4.12, the
Consultant shall not accept for its own benefit any trade
commission, discount or similar payment in connection with
activities pursuant to this Framework Agreement or in the
discharge of its obligations hereunder, and the Consultant shall use
its best efforts to ensure that any Sub-consultants, as well as the
Experts and agents of either of them, similarly shall not receive
any such additional payment.
4.11. Furthermore, if the Consultant, as part of the Services, has the
responsibility of advising the Client on the procurement of goods,
works or services, the Consultant shall comply with the applicable
policies of the Bank, and shall at all times exercise such
responsibility in the best interest of the Client. Any discounts or
commissions obtained by the Consultant in the exercise of such
procurement responsibility shall be for the account of the Client.
4.12. The Consultant agrees that, during the term of this Framework
Agreement and after its termination, the Consultant and any entity
affiliated with the Consultant, as well as any Sub-consultants and
any entity affiliated with such Sub-consultants, shall be
disqualified from providing goods, works or non-consulting

services resulting from or directly related to the Consultant’s
Services for the preparation or implementation of the project.
4.13. The Consultant shall not engage, and shall cause its Experts as
well as its Sub-consultants not to engage, either directly or
indirectly, in any business or professional activities that would
conflict with the activities assigned to them pursuant to this
4.14. The Consultant has an obligation and shall ensure that its Experts
and Sub-consultants shall have an obligation to disclose any
situation of actual or potential conflict that impacts their capacity
to serve the best interest of their Client, or that may reasonably be
perceived as having this effect. Failure to disclose said situations
may lead to the disqualification of the Consultant or the
termination of its Framework Agreement and/or Call-off Contract
4.15. The Services provided under Call-off Contracts that may be
awarded by the Client shall be:
(a) consistent with Schedule 1: Terms of Reference as may be
specifically described in the TOR-Call-off;
(b) at the Contract Price stipulated in the Call-off Contract; and
(c) at such times and to such locations as stipulated in the Call-
off Contract.
4.16. The Consultant agrees that this Framework Agreement and any
additional provisions set out in a Call-off Contract, shall apply to
the provision of the Services.
4.17. Forced Labor
The Consultant, including its Subcontractors, shall not employ or
engage forced labor or persons subject to trafficking, as described
below.
Forced labor consists of any work or service, not voluntarily
performed, that is exacted from an individual under threat of force
or penalty, and includes any kind of involuntary or compulsory
labor, such as indentured labor, bonded labor or similar labor-
contracting arrangements.
Trafficking in persons is defined as the recruitment, transportation,
transfer, harboring or receipt of persons by means of the threat or
use of force or other forms of coercion, abduction, fraud, deception,
abuse of power, or of a position of vulnerability, or of the giving or
receiving of payments or benefits to achieve the consent of a person
having control over another person, for the purposes of exploitation.
4.18. Child Labor

engage a child under the age of 14 unless the national law specifies
a higher age (the minimum age).
engage a child between the minimum age and the age of 18 in a
manner that is likely to be hazardous, or to interfere with, the
child’s education, or to be harmful to the child’s health or physical,
mental, spiritual, moral, or social development.
Work considered hazardous for children is work that, by its nature
or the circumstances in which it is carried out, is likely to
jeopardize the health, safety, or morals of children. Such work
activities prohibited for children include work:
(a) with exposure to physical, psychological or sexual abuse;
(b) underground, underwater, working at heights or in confined
spaces;
(c) with dangerous machinery, equipment or tools, or involving
handling or transport of heavy loads;
(d) in unhealthy environments exposing children to hazardous
substances, agents, or processes, or to temperatures, noise or
vibration damaging to health; or
(e) under difficult conditions such as work for long hours, during
the night or in confinement on the premises of the employer.
4.19. Health and safety obligations
The Consultant, including its Subconsultants shall comply, with all
applicable health and safety regulations, laws, guidelines, and any
other requirements stated in Schedule 1.
4.20. Non-Discrimination and Equal Opportunity
The Consultant shall not make decisions relating to the
employment or treatment of Experts on the basis of personal
characteristics unrelated to inherent job requirements. The
Consultant shall base the employment of Experts on the principle
of equal opportunity and fair treatment, and shall not discriminate
with respect to any aspects of the employment relationship
4.21. The Consultant shall comply with additional obligations as
specified in the Call-off Contract.
5. Description of Key 5.1. The title agreed job description, minimum qualification and
Experts estimated period of engagement (if known) is described in
Schedule 2.
5.2. Except as the Client may otherwise agree in writing, no changes

shall be made in Key Experts agreed in a Call-off Contract.
5.3. If the Client finds that any of the Experts or Sub-consultant:
(a) persists in any misconduct or lack of care;
(b) carries out duties incompetently or negligently;
(c) fails to comply with any provision of the Contract;
(d) based on reasonable evidence, is determined to have engaged in
Fraud and Corruption during the execution of the Services;
(e) engages in Sexual Harassment, which means unwelcome
sexual advances, requests for sexual favors, and other verbal or
physical conduct of a sexual nature with other Experts, or
Client’s personnel;
(f) engages in Sexual Exploitation, which means any actual or
attempted abuse of position of vulnerability, differential power
or trust, for sexual purposes, including, but not limited to,
profiting monetarily, socially or politically from the sexual
exploitation of another;
(g) engages in Sexual Abuse, which means the actual or threatened
physical intrusion of a sexual nature, whether by force or under
unequal or coercive conditions; or
(h) engages in any form of sexual activity with individuals under
the age of 18, except in case of pre-existing marriage
the Consultant shall, at the Client’s written request, provide a
replacement.
5.4. In the event that any of Key Experts, Non-Key Experts or Sub-
consultants is found by the Client to be incompetent or incapable
in discharging assigned duties, the Client, specifying the grounds,
therefore, may request the Consultant to provide a replacement.
5.5. Any replacement of the removed Experts or Sub-consultants shall
possess better qualifications and experience and shall be acceptable
to the Client.
5.6. The Consultant shall bear all costs arising out of or incidental to
any removal and/or replacement of such Experts.
6. Obligations of the 6.1. Unless otherwise specified in the Call-off Contract, the Client shall
Client use its best efforts to:
(a) assist the Consultant with obtaining work permits and such
other documents as shall be necessary to enable the
Consultant to perform the Services.
(b) assist the Consultant with promptly obtaining, for the
Experts and, if appropriate, their eligible dependents, all

necessary entry and exit visas, residence permits, exchange
permits and any other documents required for their stay in
the Client’s country while carrying out the Services under
the Contract.
(c) facilitate prompt clearance through customs of any property
required for the Services and of the personal effects of the
Experts and their eligible dependents.
(d) issue to officials, agents and representatives of the
Government all such instructions and information as may be
necessary or appropriate for the prompt and effective
implementation of the Services.
(e) assist the Consultant and the Experts and any Sub-
consultants employed by the Consultant for the Services
with obtaining exemption from any requirement to register
or obtain any permit to practice their profession or to
establish themselves either individually or as a corporate
entity in the Client’s country according to the applicable law
in the Client’s country.
(f) assist the Consultant, any Sub-consultants and the Experts
of either of them with obtaining the privilege, pursuant to
the applicable law in the Client’s country, of bringing into
the Client’s country reasonable amounts of foreign currency
for the purposes of the Services or for the personal use of
the Experts and of withdrawing any such amounts as may be
earned therein by the Experts in the execution of the
Services.
6.2. Provide to the Consultant any such other assistance as may be
specified in the Call-off Contract.
7. Access to sites 7.1. The Client warrants that the Consultant shall have, free of charge,
unimpeded access to the sites in respect of which access is
required for the performance of the Services. The Client will be
responsible for any damage to the sites or any property thereon
resulting from such access and will indemnify the Consultant and
each of the experts in respect of liability for any such damage,
unless such damage is caused by the wilful default or negligence
of the Consultant or any Sub-consultants or the Experts of either of
them.
8. Continued 8.1. The Consultant shall continue to be technically qualified and

Qualifications and eligible during the term of the Framework Agreement.
Eligibility 8.2. The Client may require, during the Term of the Framework
Agreement, evidence of the Consultant’s continued qualification
and eligibility. Failure to provide such evidence, as requested,

may result in the Consultant being disqualified from participating
in a Secondary Procurement, and/or being awarded a Call-off
Contract, and/or the termination of the Framework Agreement.
9. Role of Lead Client 9.1. Where there is a Lead Client or Responsible Agency that is a party
or Responsible to the Framework Agreement, their role is to manage and
Agency administer the Framework Agreement(s) for use by the
participating Client(s). All communications, including notices, in
relation to the Framework Agreement are to be made to the Lead
Client or Responsible Agency.
9.2. The Lead Client or Responsible Agency is responsible for all
matters pertaining to the Framework Agreement including, for
example, amendments, suspension and termination of the
Framework Agreement. For matters relating to individual Call-off
Contracts, all communications, including notices, must be made to
the Client named in the Call-off Contract.
9.3. Where no Lead Client or Responsible Agency has been appointed,
the named Client is responsible for managing and administering
the Framework Agreement and the provisions in FAP 2.9 above,
in relation to communications and notices etc., apply to the Client.
10. Contract Price 10.1. The Contract Price is the price payable to the Consultant as
stipulated in each Call-off Contract, subject to such additions and
adjustments thereto or deductions therefrom, as may be made
pursuant to the Contract. Call-off Contracts may be Time- based or
Lump-sum, as appropriate.
10.2. The remuneration and reimbursable rates stipulated in the
Framework Agreement/s, subject to any adjustments on
remuneration rates specified in FAP 11 and 12 will be the basis for
determining the Call-off Contract Price.
For Direct Selection:
The remuneration and reimbursable rates stipulated in the
Framework Agreement, Schedule 3 and 4, considering any
adjustments specified in FAPs 11 and 12; and any needed
reimbursements.
or
For Mini-competition:
the successful competitive proposal that has considered any
adjustments specified in FAPs 11 and 12; considering any needed
reimbursements.
11. Adjustments for 11.1. Price adjustment on the remuneration …………….. [insert
changes in Cost “applies” or “ does not apply”]
The remuneration rates included in the Framework Agreement will

not be adjusted for Call-off contracts awarded within 12 months
from the Commencement Date. For Call-off Contracts awarded
after 12 months from the Commencement Date, the rates will be
adjusted using the formula below. However, if there is very high
inflation in the Borrower’s country, adjustment for remuneration in
local currency will be made for Call-off contracts awarded within
the number of months from the Commencement Date as specified
in (2) below:
Payments for remuneration made in [foreign and/or local] currency

shall be adjusted as follows:
(1) Remuneration rates set forth in Schedule 3 shall be adjusted

for determining remuneration rates that apply for Call-off
Contracts awarded after 12 months from the Commencement
Date by applying the following formula:
If If
R f =R fo× R f =R fo×[ 0. 1+0 . 9 ]
I fo {or I fo }
where:
Rf is the adjusted remuneration;
Rfo is the remuneration payable on the basis of the
remuneration rates (Schedule 3) in foreign currency;
If is the official index for salaries in the country of the foreign
currency for the first month for which the adjustment is
supposed to have effect; and
Ifo is the official index for salaries in the country of the foreign
currency for the month of the date of the Contract.

characteristics of the official index for salaries corresponding
to If and Ifo are provided in FAP 2.7.
(2) Remuneration paid in local currency pursuant to the rates set

forth in Schedule 3 shall be adjusted every [insert number]
months (and, for the first time, with effect for the
remuneration earned in the [insert number]the calendar
month after the date of the Contract) by applying the
following formula:
Il Il
R l=R lo × R l=R lo ×[0 . 1+0 .9 ]
I lo {or I lo }
where
Rl is the adjusted remuneration;
Rlo is the remuneration payable on the basis of the
remuneration rates (Schedule 3) in local currency;
Il is the official index for salaries in the Client’s country for the
first month for which the adjustment is to have effect; and
Ilo is the official index for salaries in the Client’s country for
the month of the date of the Contract.

characteristics of the official index for salaries corresponding
to Il and Ilo are provided in FAP 2.7
(3) Any part of the remuneration that is paid in a currency

different from the currency of the official index for salaries
used in the adjustment formula, shall be adjusted by a
correction factor X0/X. X0 is the number of units of currency
of the country of the official index, equivalent to one unit of
the currency of payment on the date of the contract. X is the
number of units of currency of the country of the official
index, equivalent to one unit of the currency of payment on
the first day of the first month for which the adjustment is
supposed to have effect.
12. Adjustments for 12.1. If after the date of 28 days prior to date of proposal submission for
Changes in Laws the Framework Agreement, any law, regulation, ordinance, order
or bylaw having the force of law is enacted, promulgated,
abrogated, or changed in the place of the Borrower’s Country
(which shall be deemed to include any change in interpretation or
application by the competent authorities) that subsequently affects
the remuneration and/or reimbursable rates stipulated in the
Framework Agreement, then such unit price/s shall be
correspondingly increased or decreased, to the extent that the
Consultant has thereby been affected in the performance of any of
its obligations under the Framework Agreement. Notwithstanding
the foregoing, such additional or reduced cost shall not be
separately paid or credited if the same has already been accounted
for in the price adjustment provisions where applicable, in
accordance with FAP 11.
13. Liability of the 13.1. Subject to additional provisions, if any, set forth in the Call-off
Consultant Contracts, the Consultant’s liability under this Contract shall be as
determined under the Applicable Law.
[State: No additional provisions.
OR otherwise insert the following]:
[(a) Except in the case of gross negligence or wilful misconduct

on the part of the Consultant or on the part of any person or a
firm acting on behalf of the Consultant in carrying out the
Services, the Consultant, with respect to damage caused by
the Consultant to the Client’s property, shall not be liable to
the Client:
(i) for any indirect or consequential loss or damage; and
(ii) for any direct loss or damage that exceeds [insert a
multiplier, e.g.: one, two, three] times the total value of
the Contract;
(b) This limitation of liability shall not
(i) affect the Consultant’s liability, if any, for damage to
Third Parties caused by the Consultant or any person or
firm acting on behalf of the Consultant in carrying out the
Services;
(ii) be construed as providing the Consultant with any
limitation or exclusion from liability which is prohibited
by the applicable law in the Client’s country.”]
14. Force Majeure 14.1. For the purposes of the Call-off Contracts, “Force Majeure” means
an event which is beyond the reasonable control of a party to a
Call-off Contract, is not foreseeable, is unavoidable, and makes a
party’s performance of its obligations hereunder impossible or so
impractical as reasonably to be considered impossible under the
circumstances, and subject to those requirements, includes, but is
not limited to, war, riots, civil disorder, earthquake, fire, explosion,
storm, flood or other adverse weather conditions, strikes, lockouts
or other industrial action confiscation or any other action by
Government agencies.
14.2. Force Majeure shall not include (i) any event which is caused by
the negligence or intentional action of a party or such party’s
Experts, Sub-consultants or agents or employees, nor (ii) any event
which a diligent party could reasonably have been expected to
both take into account at the time of the conclusion of this
Contract, and avoid or overcome in the carrying out of its
obligations hereunder.
14.3. Force Majeure shall not include insufficiency of funds or failure to
make any payment required hereunder.
14.4. The failure of a party to fulfil any of its obligations hereunder shall
not be considered to be a breach of, or default under, this Contract

insofar as such inability arises from an event of Force Majeure,
provided that the party affected by such an event has taken all
reasonable precautions, due care and reasonable alternative
measures, all with the objective of carrying out the terms and
conditions of this Contract.
14.5. A party affected by an event of Force Majeure shall continue to
perform its obligations, as far as is reasonably practical, and shall
take all reasonable measures to minimize the consequences of any
event of Force Majeure.
14.6. A party affected by an event of Force Majeure shall notify the
other Party of such event as soon as possible, and in any case not
later than fourteen (14) calendar days following the occurrence of
such event, providing evidence of the nature and cause of such
event, and shall similarly give written notice of the restoration of
normal conditions as soon as possible.
14.7. Any period within which a party shall, pursuant to this Contract,
complete any action or task, shall be extended for a period equal to
the time during which such party was unable to perform such
action as a result of Force Majeure.
14.8. During the period of their inability to perform the Services as a
result of an event of Force Majeure, the Consultant, upon
instructions by the Client, shall either:
(a) demobilize, in which case the Consultant shall be reimbursed
for additional costs they reasonably and necessarily incurred,
and, if required by the Client, in reactivating the Services; or
(b) continue with the Services to the extent reasonably possible, in
which case the Consultant shall continue to be paid under the
terms of this Contract and be reimbursed for additional costs
reasonably and necessarily incurred.
14.9. In the case of disagreement between the parties as to the existence
or extent of Force Majeure, the matter shall be settled according to
FAP 24.
15. Language 15.1. The language of this Framework Agreement, and any Call-off
Contract is [insert language]. Supporting documents and printed
literature that are part of this Framework Agreement, and any Call-
off Contract, may be in another language provided they are
accompanied by an accurate translation of the relevant passages in
the language specified, in which case, for purposes of this
Framework Agreement, and any Call-off Contract, this translation
shall govern.
15.2. The Consultant shall bear all costs of translation to the governing
language and all risks of the accuracy of such translation.
16. Fraud and 16.1. The Bank requires compliance with the Bank’s Anti-Corruption
Corruption Guidelines and its prevailing sanctions policies and procedures as
set forth in the World Bank Group’s Sanctions Framework, as set
forth in the Appendix to this Framework Agreement Provisions
(Fraud and Corruption).
16.2. The Client requires the Consultant to disclose any commissions or
fees that may have been paid or are to be paid to agents or any
other party with respect to the Primary or Secondary Procurement
or execution of a Call-off Contract. The information disclosed
must include at least the name and address of the agent or other
party, the amount and currency, and the purpose of the
commission, gratuity or fee.
17. Records, inspections 17.1. The Consultant shall keep, and shall make all reasonable efforts to
and audit cause its subcontractor(s), if any, to keep, accurate and systematic
accounts and records in respect of this Framework Agreement, the
Services, and any Call-off Contract, in such form and details as
will clearly identify relevant time changes and costs.
17.2. Pursuant to paragraph 2.2 e. of the Appendix to the Framework
Agreement, the Consultant shall permit and shall cause its agents
(where declared or not), subcontractors, subconsultants, service
providers, Consultants, and personnel, to permit, the Bank and/or
persons appointed by the Bank to inspect the site and/or the
accounts, records and other documents relating to the request for
process and/or execution of the Framework Agreement and/or any
Call-off Contract. The Consultant’s and its subcontractor’s
attention is drawn to FAP 16 (Fraud and Corruption) which
provides, inter alia, that acts intended to materially impede the
exercise of the Bank’s inspection and audit rights constitute a
prohibited practice subject to contract termination (as well as to a
determination of ineligibility pursuant to the Bank’s prevailing
sanctions procedures).
18. Confidential 18.1. Except with the prior written consent of the Client, the Consultant
Information and the Experts shall not at any time communicate to any person
or entity any confidential information acquired in the course of the
Services, nor shall the Consultant and the Experts make public the
recommendations formulated in the course of, or as a result of, the
Services.
19. Proprietary Rights 19.1. Unless otherwise indicated in the Call-off Contract, all reports and
of the Client in relevant data and information such as maps, diagrams, plans,
Reports and databases, other documents and software, supporting records or

Records material compiled or prepared by the Consultant for the Client in
the course of the Services shall be confidential and become and
remain the absolute property of the Client. The Consultant shall,
not later than upon termination or expiration of this Contract,
deliver all such documents to the Client, together with a detailed
inventory thereof. The Consultant may retain a copy of such
documents, data and/or software but shall not use the same for
purposes unrelated to this Contract without prior written approval
of the Client.
19.2. If license agreements are necessary or appropriate between the
Consultant and third parties for purposes of development of the
plans, drawings, specifications, designs, databases, other
documents and software, the Consultant shall obtain the Client’s
prior written approval to such agreements, and the Client shall be
entitled at its discretion to require recovering the expenses related
to the development of the program(s) concerned. Other restrictions
about the future use of these documents and software, if any, are
specified in a Call-Off Contract.
20. Equipment, Vehicles 20.1. Equipment, vehicles and materials made available to the
and Materials Consultant by the Client, or purchased by the Consultant wholly or
partly with funds provided by the Client, shall be the property of
the Client and shall be marked accordingly. While in possession of
such equipment, vehicles and materials, the Consultant, unless
otherwise instructed by the Client in writing, shall insure them at
the expense of the Client in an amount equal to their full
replacement value.
21. Change to the 21.1. Any change to this Framework Agreement, including an extension
Framework of the Term, must be In Writing and signed by both parties. A
Agreement change can be made at any time after this Framework Agreement
has been signed by both parties, and before it expires.
22. Assignment 22.1. The Consultant shall not assign, in whole or in part, its obligations
under this this Framework Agreement and/or Call-off Contracts,
without the prior written consent of the Client.
23. Termination of the 23.1. The Client, without prejudice to any other remedy for breach of
Framework the Framework Agreement or Call-off Contract, may terminate this
Agreement Framework Agreement immediately, by notice In Writing to the
Consultant, if:
(a) in the judgement of the Client, the Consultant has engaged in
Fraud and Corruption, or
(b) during the Term of the Framework Agreement, the
Consultant ceases to be qualified or eligible, or

(c) the Consultant purports to assign, or otherwise transfer or
dispose of this Framework Agreement and/or Call-off
Contract, in whole, or in part, without the prior written
consent of the Client, or
(d) the Consultant becomes bankrupt or otherwise insolvent, or
(e) the Consultant consistently does not submit proposals for
call-off contracts, when requested by Clients, or consistently
fails to submit a technically qualified proposal;
(f) the Consultant fails to perform any other obligation under the
Framework Agreement and/or any Call-off Contract.
23.2. The Client may terminate this Framework Agreement and/or any
Call-off Contract, in whole or in part, by notice In Writing sent to
the Consultant, at any time, for its convenience. The notice of
termination shall specify that the termination is for the Client’s
convenience, the extent to which the performance of the
Consultant under the Framework Agreement is terminated, and the
date upon which such termination becomes effective.
23.3. Upon expiry, or earlier termination of this Framework Agreement,
all Call-off Contracts already entered into under this Framework
Agreement shall continue in full force and effect. However, no
further Call-off Contracts shall be awarded once the Framework
Agreement is terminated.
24. Dispute resolution 24.1. In the case of a dispute arising out of, or in connection with this
in relation to the Framework Agreement, the parties to the Framework Agreement
Framework shall, in good faith, make every reasonable effort to communicate
Agreement and cooperate with each other with a view to amicably resolving
the dispute.
24.2. Where parties have exhausted the process described in FAP 24.1,
the parties may, by mutual agreement, nominate and refer the
dispute to an adjudicator/mediator to assist in the resolution of the
dispute. Parties will meet their own costs associated with such a
referral, and split the costs of the adjudicator/mediator. In
appointing the adjudicator/mediator, the parties should agree
whether or not the adjudicator’s/mediator’s decision is to be final
and binding.
24.3. Dispute resolution mechanism for Call-off contracts shall be as
specified in the Call-off Contracts.
Appendix to the Framework Agreement - Fraud and Corruption 104
Appendix to the Framework Agreement

Fraud and Corruption
(Text in this Appendix shall not be modified)
1. Purpose
1.1 The Bank’s Anti-Corruption Guidelines and this annex apply with respect to procurement
under Bank Investment Project Financing operations.
2. Requirements
2.1 The Bank requires that Borrowers (including beneficiaries of Bank financing); bidders
(applicants/proposers), consultants, contractors and suppliers; any sub-contractors, sub-
consultants, service providers or suppliers; any agents (whether declared or not); and any of
their personnel, observe the highest standard of ethics during the procurement process,
selection and contract execution of Bank-financed contracts, and refrain from Fraud and
Corruption.
2.2 To this end, the Bank:
a. Defines, for the purposes of this provision, the terms set forth below as follows:
i. “corrupt practice” is the offering, giving, receiving, or soliciting, directly or
indirectly, of anything of value to influence improperly the actions of
another party;
ii. “fraudulent practice” is any act or omission, including misrepresentation,
that knowingly or recklessly misleads, or attempts to mislead, a party to
obtain financial or other benefit or to avoid an obligation;
iii. “collusive practice” is an arrangement between two or more parties designed
to achieve an improper purpose, including to influence improperly the
actions of another party;
iv. “coercive practice” is impairing or harming, or threatening to impair or
harm, directly or indirectly, any party or the property of the party to
influence improperly the actions of a party;
v. “obstructive practice” is:
(a) deliberately destroying, falsifying, altering, or concealing of
evidence material to the investigation or making false statements to
investigators in order to materially impede a Bank investigation
into allegations of a corrupt, fraudulent, coercive, or collusive
practice; and/or threatening, harassing, or intimidating any party to
prevent it from disclosing its knowledge of matters relevant to the
investigation or from pursuing the investigation; or
(b) acts intended to materially impede the exercise of the Bank’s
inspection and audit rights provided for under paragraph 2.2 e.
below.
Appendix to the Framework Agreement - Fraud and Corruption
b. Rejects a proposal for award if the Bank determines that the firm or individual
recommended for award, any of its personnel, or its agents, or its sub-consultants,
sub-contractors, service providers, suppliers and/ or their employees, has, directly
or indirectly, engaged in corrupt, fraudulent, collusive, coercive, or obstructive
practices in competing for the contract in question;
c. In addition to the legal remedies set out in the relevant Legal Agreement, may
take other appropriate actions, including declaring misprocurement, if the Bank
determines at any time that representatives of the Borrower or of a recipient of
any part of the proceeds of the loan engaged in corrupt, fraudulent, collusive,
coercive, or obstructive practices during the procurement process, selection and/or
execution of the contract in question, without the Borrower having taken timely
and appropriate action satisfactory to the Bank to address such practices when
they occur, including by failing to inform the Bank in a timely manner at the time
they knew of the practices;
d. Pursuant to the Bank’s Anti- Corruption Guidelines and in accordance with the
Bank’s prevailing sanctions policies and procedures, may sanction a firm or
individual, either indefinitely or for a stated period of time, including by publicly
declaring such firm or individual ineligible (i) to be awarded or otherwise benefit
from a Bank-financed contract, financially or in any other manner; 1 (ii) to be a
nominated2 sub-contractor, consultant, manufacturer or supplier, or service
provider of an otherwise eligible firm being awarded a Bank-financed contract;
and (iii) to receive the proceeds of any loan made by the Bank or otherwise to
participate further in the preparation or implementation of any Bank-financed
project;
e. Requires that a clause be included in bidding/request for proposals documents and
in contracts financed by a Bank loan, requiring (i) bidders (applicants/proposers),
consultants, contractors, and suppliers, and their sub-contractors, sub-consultants,
service providers, suppliers, agents, personnel, permit the Bank to inspect 3 all
accounts, records and other documents relating to the procurement process,
selection and/or contract execution, and to have them audited by auditors
appointed by the Bank.
1
For the avoidance of doubt, a sanctioned party’s ineligibility to be awarded a contract shall include, without limitation,
(i) applying for pre-qualification, expressing interest in a consultancy, and bidding, either directly or as a nominated sub-
contractor, nominated consultant, nominated manufacturer or supplier, or nominated service provider, in respect of such contract,
and (ii) entering into an addendum or amendment introducing a material modification to any existing contract.
2
A nominated sub-contractor, nominated consultant, nominated manufacturer or supplier, or nominated service provider
(different names are used depending on the particular bidding document) is one which has been: (i) included by the bidder in its
pre-qualification application or bid because it brings specific and critical experience and know-how that allow the bidder to meet
the qualification requirements for the particular bid; or (ii) appointed by the Borrower.
3
Inspections in this context usually are investigative (i.e., forensic) in nature. They involve fact-finding activities
undertaken by the Bank or persons appointed by the Bank to address specific matters related to investigations/audits, such as
evaluating the veracity of an allegation of possible Fraud and Corruption, through the appropriate mechanisms. Such activity
includes but is not limited to: accessing and examining a firm's or individual's financial records and information, and making
copies thereof as relevant; accessing and examining any other documents, data and information (whether in hard copy or
electronic format) deemed relevant for the investigation/audit, and making copies thereof as relevant; interviewing staff and other
relevant individuals; performing physical inspections and site visits; and obtaining third party verification of information.
Framework Agreement-Schedules 106
Framework Agreement – Schedules
SCHEDULE 1: Terms of Reference
[This Schedule shall include Terms of Reference (TORs) worked out by the Procuring Agency
and the Consultant during the FA negotiations]
Framework Agreement - Schedules
Schedule 2 - Key Experts

[Insert a table based on the Consultant’s Technical Proposal and negotiated, if any, while
concluding the Framework Agreement, that includes the title, agreed job description, minimum
qualification and estimated period of engagement (if known). Attach the CVs (updated and
signed by the respective Key Experts) demonstrating the qualifications of Key Experts.]
Framework Agreement-Schedules
SCHEDULE 3: Remuneration Rates

Monthly rates for the Experts:
[Insert the table with the remuneration rates. The table shall be based on the Consultant’s
Proposal and reflect any changes agreed during any negotiations when concluding the
Framework Agreement, if any.]
SCHEDULE 4: Reimbursable Rates

[Insert the table with the reimbursable rates. The table shall be based on the Consultant’s
Proposal and reflect any changes agreed during any negotiations when concluding the
Framework Agreement, if any.]
SCHEDULE 5: Secondary Procurement

This Section contains the methods and the criteria that the Procuring Agency shall use to conduct
a Secondary Procurement to select a Consultant and award a Call-off Contract under this
[The Procuring Agency shall select the criteria deemed appropriate for the Secondary
Procurement, using the samples text provided below or other acceptable wording, and delete the
text in italics.
The Secondary Procurement methodology(ies) to be described in this Schedule must be
consistent with the Secondary Procurement method(s) set out in the Request for Proposals which
resulted in the conclusion of the Framework Agreement.]
1. Secondary Procurement method(s)

The Secondary Procurement method(s) that apply to the selection of a Consultant for the award
of a Call-off Contract under this Framework Agreement [is/are]: [insert the types of the
Secondary Procurement Method(s) that apply. This may include methods used as examples
below, or any other method(s) approved by the Bank.]:
(i) competitive proposals through mini-competition,
(ii) direct selection based on location, and
(iii) direct selection based on balanced division of provision of services.
(iv) [add any other applicable method]
The evaluation of qualifications of Experts that may be needed during the Term of the
Framework Agreement, and the proposed approach and methodology for a typical Call-off
Contract would have been carried out during the Primary Procurement. The purpose of any
proposals requested from consultants and its evaluation at the Secondary Procurement stage is
therefore not to repeat the Primary Procurement process (as it otherwise dilutes the efficiency
gains of the upfront process to establish a Framework Agreement). The Secondary Procurement
focuses to fill-in the gaps, based on the specific information of the Call-off contract, and readily
put a contract in place.
The procedure for the application of the procurement methods outlined above are the following.
1.1 Competitive proposals (mini-competition) [delete if not applicable as per paragraph 1

above]
The Client will prepare a Request for Proposals: Call-off (RFP: Call off) and invite all
eligible Consultants holding a Framework Agreement that includes the Services to be
procured under the Call-off contract, to submit competitive proposals.
The RFP: Call-off will normally include:
(a) description of the Services to be provided (Call-off Contract TOR)

(b) proposal forms
(c) proposal submission and opening provisions
(d) evaluation procedures
(e) negotiations and award
(f) the award criteria
(g) reference to the Call-off Contract Terms and Conditions, which are to apply to the
provision of services
(h) any other relevant information.
For Experts’ positions evaluated in the Primary Procurement and included in the
Framework Agreement, Consultants are not permitted to propose remuneration rates, that
are higher than the remuneration rates stated in the Framework Agreement, Schedule 2, or
as adjusted by the agreed price adjustment formula, if applicable in accordance with FAP
11, and any changes in any Laws and Regulations in accordance with FAP 12.
Consultants are also not permitted to propose reimbursable rates that are higher than the
reimbursable rates stated in the Framework Agreement, subject to FAP 12.
1.2 Direct Selection under Single-Consultant Framework Agreement [delete if not

applicable as per paragraph 1 above]
The Client negotiates a lump sum or time based contract (as appropriate) with an eligible
Consultant holding a Framework Agreement based on the Call-off Contract TOR.
The technical negotiations may focus on: (i) adequacy of quality of the proposed
methodology, work plan and organization of the Consultant’s team, in responding to the
Terms of Reference- Call-off; (ii) confirm inclusion of appropriate Key Experts that were
evaluated as part of the Primary Procurement and included in the Framework Agreement;
(iii) adequacy of the qualifications and competence for the assignment of any substitute
and/or additional Key Experts that were not evaluated in the Primary Procurement (not
included in the Framework Agreement).
The financial negotiations may focus on confirming: (i) that the remuneration rates (for
lump sum contracts, the rates applied by the Consultant to demonstrate the basis for the
calculation of the Contract ceiling amount) of Experts is not higher than what was agreed
in the Framework Agreement, subject to price adjustment, if any, in accordance with the
Framework Agreement; (ii) the reimbursable expenses (for lump sum contracts, rates
applied by the Consultant to demonstrate the basis for the calculation of the Contract
ceiling amount), to calculate applicable taxes at contract negotiations and, if needed, to
establish payments to the Consultant for possible additional services requested by the
Client) are not higher than what was agreed in the Framework Agreement, subject to any
adjustment in accordance with FAP 11 of the Framework Agreement; and (iii)
clarification of the Consultant’s tax liability in the Client’s country and how it should be
reflected in the Contract (indicating which taxes shall be paid by the Consultant and which
taxes are withheld and paid by the Client on behalf of the Consultant), including (a) all
local identifiable indirect taxes such as sales tax, excise tax, VAT, or similar taxes levied
on the contract’s invoices; and (b) all additional local indirect tax on the remuneration of
services rendered by non-resident experts in the Client’s country.
1.3 Direct selection based on location [delete if not applicable as per paragraph 1 above]
The Client will select an eligible Consultant holding a Framework Agreement, which is
best able to provide the Services, , based on the location where the Services are to be
carried out.
The negotiations and award process is as described in 1.2.
1.4 Direct selection based on balanced division of provision of services [delete if not
applicable as per paragraph 1 above]
The Client will rotate the award of Call-of Contracts amongst all eligible Consultants
holding a Framework Agreement, based on a balanced division of provision of services
linked to their ranking in the technical proposal in the Primary Procurement.
The first Call-off Contract(s) will be awarded to the Consultant whose Framework
Agreement has the highest ranking. The first Consultant will continue to be awarded Call-
off Contracts until the total value of all Call-off Contracts awarded reaches the upper
[insert: “value”] limit.
A second Consultant, whose Framework Agreement has the second highest ranking, will
then be awarded the subsequent Call-off Contracts until the total value of all Call-off
Contracts awarded reaches the upper [insert: “value”] limit…and so on.
The negotiations and award process is as described in 1.2.
1.5 [add any other applicable method]
2. Call-off contract
Following conclusion of successful contract negotiations, the negotiated Call-off Contract is
signed by both the Client and the Consultant.
3. Communicating the award of Call-off Contract

[Describe the process to announce the award of a Call-off Contract e.g.]
The Client shall, at the same time as awarding the contract, communicate the award of the Call-
off Contract in the case of:
a. Direct Selection to all FA Consultants for the services included in the Call-off Contract.
b. selection based on competitive proposals (through mini-competition) to all Consultants
invited to submit proposals.
The communication must be by the quickest means possible, e.g. by email, and include, as a
minimum, the following information:
a. the name and address of the successful Consultant
b. description of the Services
c. the contract price
d. a statement of the reason(s) the recipient Consultant was unsuccessful.]
4. Complaint about award of Call-off Contract

An unsuccessful Consultant may complain about the decision to award a Call-off Contract. In
this case the process for making a complaint is as follows: [describe the complaints process. At a
minimum, the process should include the following]:
a. the complaint shall be made in writing to the Client, by the quickest means available, e.g.
email
b. the Client will address the complaint within a reasonable time

c. the receipt of a complaint does not prohibit the award of the Call-off Contract, and no
standstill period or pause in process shall apply.
Request for Proposals: Call-off

Secondary Procurement under a Framework
Agreement
(method: mini-competition)
From: [Insert Client’s legal name]

Client’s Representative: [Insert name of Client’s Representative]
Title/Position: [Insert Representatives title or position]
Address: [Insert Client’s address]
Telephone: [Insert Representatives telephone number]
Email: [Insert Representatives email address]
To: [Insert Consultant’s legal name]

Consultant’s Representative: [Insert name of Consultant’s Representative]
Address: [Insert Consultant’s address]
Telephone: [Insert Representatives telephone number]
Email: [Insert Representatives email address]
Framework Agreement (FA): [Insert short title of FA]

FA Date: [Insert FA Date]
FA Reference No. [Insert FA reference]
RFP: Call-off Ref No.: [Insert reference]

RFP: CALL-OFF Date: [Insert date of RFP: CALL-OFF]
RFP: CALL-OFF issued: This RFP: CALL-OFF has been transmitted by: “post” or
“email” or “fax”
Attachments:
Annex 1: Client’s Requirements
Annex 2: Proposal Forms
Annex 3: Call-off Contract for provision of Services [this may be the Call-off Contract
Form or another acceptable template]
Dear [insert name of Consultant’s Representative],
1. Request for Proposal: Call-off (RFP: Call-off)

With reference to above Framework Agreement (FA), you are invited to submit a proposal in
this Secondary Procurement. The Proposal is for the Services described in Annex 1: Client’s
Requirements, attached to this RFP: Call-off.
2. Price
(a) Your proposal must be submitted in the format contained in Annex 2: Consultant
Proposal Form.
(b) The remuneration rates for Experts specified in the Framework agreement or any
justifiable substitution (for lump sum contracts, the rates applied by the Consultant to
demonstrate the basis for the calculation of the Contract ceiling amount) shall not be
higher than the remuneration rates as established in the Framework Agreement, as
adjusted by applying the price adjustment formula and any adjustment for change in
Laws and Regulations in accordance with the FA provisions.
(c) The remuneration rates for needed additional Experts (for lump sum contracts, the rates
applied by the Consultant to demonstrate the basis for the calculation of the Contract
ceiling amount), if any, shall be reasonable considering typically charged rates by
consultants in similar contracts.
(d) The reimbursables rates (for lump sum contracts, the rates applied by the Consultant to
demonstrate the basis for the calculation of the Contract ceiling amount) shall also not
be higher than the reimbursable rates as established in the Framework Agreement, as
adjusted for any change in Laws and Regulations in accordance with the FA provisions.
(e) The reimbursable rates for any needed additional expenses (for lump sum contracts, the
rates applied by the Consultant to demonstrate the basis for the calculation of the
Contract ceiling amount), if any, shall be reasonable considering typically charged rates
by consultants in similar contracts.
(f) The price that you propose shall be fixed and shall not be subject to any further
adjustment.
(g) The remuneration rates for experts and reimbursable expenses shall be in the same
currency(ies) specified for remuneration rates in the applicable Framework Agreement
Schedule.
(h) The Proposal will be valid for a period of [insert number of calendar days]
3. Key Experts
The Consultant is required to prepare its proposal based on the list of Key Experts in the
Framework Agreement. Any substitute expert shall have qualifications equal to or better than
the originally proposed Key Expert. Any additional Key Expert that may be needed to carry
out the Services specified in the TOR: Call-off shall be adequately qualified to carry out the
allocated tasks.
4. Clarifications
If you require clarification(s) regarding this RFP: Call-off, send your request in writing
(email or hard copy or through e-procurement system if available) to our above-named
Representative before [insert date and time]. We shall forward copies of our response to all
Consultants including a description of the inquiry but without identifying its source.
5. Preparation and Submission of Proposals

The Framework Agreement is included by reference. In preparing its technical proposal, a
Consultant may focus on any specific requirements of the RFP Call-off and not necessarily
repeat the relevant part of their proposal included in the Framework Agreement unless it
needs to be updated.
The Consultant shall ensure that its financial proposal, as described in 2 above, adequately
prices the technical proposal.
Proposals are to be submitted in the form attached in Annex 2: [insert method as applicable:
e.g. by email, through e-procurement system] to the following address; [Attention: [insert
full name of person, if applicable; E-mail address: or link to e-procurement system]
Proposals submitted as email attachments shall be in the form of scanned non- editable
images. [Include if needed: To facilitate the procurement process, the Client may require
copies of the same proposals in other formats (such as in Word or Excel)]
The deadline for submission of Proposals is [insert time, day, month, year] [A period in the
range of two weeks may normally be sufficient at the Call-off stage]. Please inform us within
[insert number of days] if you do not intend to submit a proposal.
6. Opening of Proposals
Proposals will be opened on [[insert time, day, month, year] by the Client’s representatives
in the presence of the Consultant’s designated representatives who choose to attend the
opening of the proposals. Minutes of the opening will be shared with all Consultants who
submitted proposals.
7. Evaluation of Technical and Financial Proposal

The technical proposal shall be evaluated to assess:
 consistency of approach and methodology with the approach and methodology
proposed for a typical assignment under the Framework Agreement
 adequacy of the methodology, work plan and organization of the Consultant’s team,
in responding to the Terms of Reference- Call-off;
 confirm inclusion of appropriate Key Experts that were evaluated as part of the
Primary Procurement and other experts as appropriate, included in the Framework
Agreement;
 adequacy of the qualifications and competence for the assignment of any substitute
and/or for additional Key Experts positions that were not evaluated in the Primary
Procurement (not included in the Framework Agreement).
 [add other relevant criteria, if any]
For Consultant/s whose technical proposal/s has been found to be substantially
responsive in accordance with the above assessment, the financial proposal/s are then
evaluated to review pricing in accordance para. 2 above.
Correction of errors in financial proposal: Activities and items described in the
Technical Proposal but not priced in the Financial Proposal, shall be assumed to be
included in the prices of other activities or items, and no corrections are made to the
Financial Proposal.
 Time-based contracts: If a Time-Based contract is applied, (a) any computational or

arithmetical errors will be corrected, and (b) the prices will be adjusted if they fail to
reflect all inputs included for the respective activities or items included in the
Technical Proposal. In case of discrepancy between (i) a partial amount (sub-total)
and the total amount, or (ii) between the amount derived by multiplication of unit
price with quantity and the total price, or (iii) between words and figures, the former
will prevail. In case of discrepancy between the Technical and Financial Proposals in
indicating quantities of input, the Technical Proposal prevails and the quantification
indicated in the Financial Proposal will be corrected so as to make it consistent with
that indicated in the Technical Proposal, apply the relevant unit price included in the
Financial Proposal to the corrected quantity, and correct the total Proposal cost.
Taxes: For the purpose of the evaluation, the Client will exclude: (a) all local identifiable
indirect taxes such as sales tax, excise tax, VAT, or similar taxes levied on the contract’s
invoices; and (b) all additional local indirect tax on the remuneration of services rendered
by non-resident experts in the Client’s country. If a Contract is awarded, at Contract
negotiations, all such taxes will be discussed, finalized and added to the Contract amount
as a separate line, also indicating which taxes shall be paid by the Consultant and which
taxes are withheld and paid by the Client on behalf of the Consultant.
8. Negotiations and award

The Client will invite the consultant whose technical proposal is evaluated as
substantially responsive and whose financial proposal is evaluated as the lowest
evaluated total price for contract negotiations.
 Availability of Key Experts: The invited Consultant shall confirm the availability of
all Key Experts included in the Proposal as a pre-requisite to the negotiations, or, if
applicable, a replacement in accordance with ITC 12. Failure to confirm the Key
Experts’ availability may result in the rejection of the Consultant’s Proposal and the
Client proceeding to negotiate the Contract with the next-ranked Consultant.
 Notwithstanding the above, the substitution of Key Experts at the negotiations may be
considered if due solely to circumstances outside the reasonable control of and not
foreseeable by the Consultant, including but not limited to death or medical
incapacity. In such case, the Consultant shall offer a substitute Key Expert within the
period of time specified in the letter of invitation to negotiate the Contract, who shall
have equivalent or better qualifications and experience than the original candidate.
 Technical Negotiations: The negotiations include discussions on the proposed

approach, methodology, organization and work plan. These discussions shall not
substantially alter the original scope of services under the TOR Call-off or the terms
of the Call-off contract, lest the quality of the final product, its price, or the relevance
of the initial evaluation be affected.
 Financial Negotiations: The negotiations include the clarification of the Consultant’s

tax liability in the Client’s country and how it should be reflected in the Call-off
Contract. As the selection has already considered cost, the total price stated in the
Financial Proposal for a Lump-Sum contract shall not be negotiated. In the case of a
Time-Based contract, remunerations rates negotiations for the Key Experts in the
Framework Agreement or their substitution shall not take place, as those rates and
any mechanism for adjustment was already established pursuant to the Framework
Agreement. Negotiations for Time-Based Contracts shall therefore focus on any
additional Key Expert positions’ remuneration rates, if they are much higher than the
typically charged rates by consultants in similar contracts.
 If the negotiations fail, the Client shall inform the Consultant in writing of all pending
issues and disagreements and provide a final opportunity to the Consultant to
respond. If disagreement persists, the Client shall terminate the negotiations
informing the Consultant of the reasons for doing so. The Client will then invite the
next-ranked Consultant to negotiate a Contract. Once the Client commences
negotiations with the next-ranked Consultant, the Client shall not reopen the earlier
negotiations.
9. At the time of Contract Award, the Consultant (including each subcontractor proposed by the
Consultant) shall not be subject to disqualification by the Bank for non-compliance with
SEA/ SH obligations. Prior to Contract award, the Client will verify that the successful
Consultant (including each member of a JV) is not disqualified by the Bank due to
noncompliance with contractual Sexual Exploitation and Abuse (SEA) /Sexual Harassment
(SH) prevention and response obligations. The Client will conduct the same verification for
each subcontractor proposed by the successful Consultant. If any proposed subcontractor
does not meet the requirement, the Client will require the Consultant to propose a
replacement subcontractor.
In this regard, “Sexual Exploitation and Abuse” “(SEA)” means the following:
Sexual Exploitation is defined as any actual or attempted abuse of position of
vulnerability, differential power or trust, for sexual purposes, including, but not limited
to, profiting monetarily, socially or politically from the sexual exploitation of another.
Sexual Abuse is defined as the actual or threatened physical intrusion of a sexual nature,
whether by force or under unequal or coercive conditions.
“Sexual Harassment” “(SH)” is defined as unwelcome sexual advances, requests for sexual
favors, and other verbal or physical conduct of a sexual nature by contractor’s personnel with
other contractor’s, subcontractors’ or employer’s personnel.
10. Contract
Attached, as Annex 3 to this RFP: Call-off, is the draft Call-off Contract that will apply to
this Secondary Procurement. If successful, you will be required to sign a Call-off Contract on
the same, or similar terms. [Instructions: complete a draft Call-off Contract for this
procurement and attach it to this RFP: Call-off]
11. Commencement Date

The Consultant is expected to commence the assignment on _______ [ insert date] and at
_______ [insert location].
On behalf of the Client:
Signature:
Name:
Title/position:
Framework Agreement - Schedules 121
RFP: CALL-OFF Annex 1:

Terms of Reference: Call-off
[The Framework Agreement (including the TOR at that stage) is included by reference.
The TOR Call-off, may therefore refer to it, and focus on any specific requirements of the
assignment and not necessarily repeat the TOR included in the Framework Agreement
unless it needs to be updated.]
[Within the framework of the TOR, included in the Framework Agreement, provide
assignment-specific information and requirements, as appropriate]
[Client’s Input (services, facilities and properties) and counterpart personnel may also be
specified, as appropriate]
RFP: CALL-OFF ANNEX 2:

Consultant Proposal Form
From: [Insert Consultant’s legal name]
Consultant’s Representative: [Insert name of Consultant’s Representative]
Address: [Insert Consultant’s address]
Email: [Insert Consultant’s email address]
To: [Insert Client’s legal name]

Client’s Representative: [Insert name of Client’s Representative]
Address: [Insert Client’s address]
Framework Agreement (FA) [Insert short title of FA]

FA Reference No. [Insert Client’s FA reference]
Date of Framework [Insert FA date]
Agreement:
RFP: CALL-OFF Ref No.: [Insert Client’s reference]

Date of Proposal: [Insert date of Proposal]
Dear [insert name of Client’s Representative]
Submission of Proposal
We, the undersigned, offer to provide the consulting services for [Insert title of assignment] in
accordance with your RFP: Call-off dated [Insert Date] and our Proposal. We are hereby
submitting our Proposal, which includes this Technical Proposal and a Financial Proposal.
{If the Consultant is a joint venture, insert the following: We are submitting our Proposal a joint
venture with: {Insert a list with full name and the legal address of each member, and indicate the
lead member}. We have attached a copy {insert: “of our letter of intent to form a joint venture”
or, if a JV is already formed, “of the JV agreement”} signed by every participating member,
which details the likely legal structure of and the confirmation of joint and severable liability of
the members of the said joint venture.
{OR
If the Consultant’s Proposal includes Sub-consultants, insert the following: We are submitting
our Proposal with the following firms as Sub-consultants: {Insert a list with full name and
address of each Sub-consultant.}
Our Financial Proposal is for the amount of {Indicate the corresponding to the amount(s)
currency(ies)} {Insert amount(s) in words and figures}, [Insert “including” or “excluding”] of
all indirect local taxes in accordance with the RFP: Call-off. The estimated amount of local
indirect taxes is {Insert currency} {Insert amount in words and figures} which shall be confirmed
or adjusted, if needed, during negotiations.
We hereby declare that:

(a) All the information and statements made in this Proposal are true and we accept that any
misinterpretation or misrepresentation contained in this Proposal may lead to our
disqualification by the Client and/or may be sanctioned by the Bank.
(b) Our Proposal shall be valid and remain binding upon us, subject to any modifications
resulting from Contract negotiations, until [insert day, month and year].
(c) We have no conflict of interest in accordance with the RFP: Call-off.
(d) We meet the eligibility requirements and we confirm our understanding of our
obligation to abide by the Bank’s policy in regard to Fraud and Corruption, as stated in
the RFP: Call-off.
(e) Sexual Exploitation and Abuse (SEA) and/or Sexual Harassment (SH): [select the
appropriate option from (i) to (iii) below and delete the others].
We [where JV, insert: “including any of our JV members”], and any of our sub-
consultants:
(i) [have not been subject to disqualification by the Bank for non-compliance with
SEA/ SH obligations.]
(ii) [are subject to disqualification by the Bank for non-compliance with SEA/ SH
obligations.]
(iii) [had been subject to disqualification by the Bank for non-compliance with SEA/ SH
obligations. An arbitral award on the disqualification case has been made in our
favor.]
(f) We, along with any of our sub-consultants, subcontractors, suppliers, or service
providers for any part of the contract, are not subject to, and not controlled by any entity
or individual that is subject to, a temporary suspension or a debarment imposed by the
World Bank Group or a debarment imposed by the World Bank Group in accordance
with the Agreement for Mutual Enforcement of Debarment Decisions between the
World Bank and other development banks. Further, we are not ineligible under the
Client’s country laws or official regulations or pursuant to a decision of the United
Nations Security Council;
(g) We undertake to negotiate a Contract on the basis of the proposed Key Experts.
(h) Commissions and gratuities paid or to be paid by us to an agent or any third party
relating to preparation or submission of this Proposal and Contract execution, paid if we
are awarded the Contract, are listed below:
Name and Address Amount and Purpose of Commission

of Agents Currency or Gratuity
{If no payments are made or promised, add the following statement: “No commissions
or gratuities have been or are to be paid by us to agents or any third party relating to
this Proposal and Contract execution.”}
(i) We undertake, if our Proposal is accepted and the Contract is signed, to initiate the
Services related to the assignment no later than the expected commencement date
specified in the RFP: Call-off.
(j) We understand that the Client is not bound to accept any Proposal that the Client
receives.
We remain,
Yours sincerely,
_________________________________________________________________

Phone/fax: {insert the authorized representative’s phone and fax number, if applicable}
{For a joint venture, either all members shall sign or only the lead member, in which case
the power of attorney to sign on behalf of all members shall be attached}
ATTACHMENTS:
1. Description of Approach, Methodology, and Work Plan for Performing the Assignment
2. Work Schedule and planning for deliverables
3. Team Composition, Assignment, and Key Experts’ inputs
4. CVs for any justifiable substitution or needed additional Key Expert position not
envisaged in the Framework Agreement
5. Financial proposal forms
TECHNICAL PROPOSAL FORM 1

DESCRIPTION OF APPROACH, METHODOLOGY, AND WORK PLAN FOR
PERFORMING THE ASSIGNMENT
{Suggested structure of your Technical Proposal}

[Note to Consultant: The Framework Agreement (including the proposal) is
included by reference. In preparing this section, the Consultant may focus on any
specific requirements of the RFP Call-off and not necessarily repeat the relevant
part of the proposal included in the Framework Agreement unless it needs to be
updated.]
a) Technical Approach, Methodology, and Organization of the Consultant’s team.

{Please explain your understanding of the objectives of the assignment as outlined in
the Terms of Reference (TOR), the technical approach, and the methodology you
would adopt for implementing the tasks to deliver the expected output(s); the degree
of detail of such output; and describe the structure and composition of your team.
Please do not repeat/copy the TORs in here.}
b) Work Plan and Staffing. {Please outline the plan for the implementation of the main
activities/tasks of the assignment, their content and duration, phasing and
interrelations, milestones (including interim approvals by the Client), and tentative
delivery dates of the reports. The proposed work plan should be consistent with the
technical approach and methodology, showing understanding of the TOR and ability
to translate them into a feasible working plan and work schedule showing the assigned
tasks for each expert. A list of the final documents (including reports) to be delivered
as final output(s) should be included here. The work plan should be consistent with the
Work Schedule Form.}
c) Comments (on the TOR and on counterpart staff and facilities)
{Your suggestions should be concise and to the point, and incorporated in your
Proposal. Please also include comments, if any, on counterpart staff and facilities to be
provided by the Client. For example, administrative support, office space, local
transportation, equipment, data, background reports, etc.}
Framework Agreement – Schedules 127

WORK SCHEDULE AND PLANNING FOR DELIVERABLES
Months
N° Deliverables 1 (D-..)
1 2 3 4 5 6 7 8 9 ..... n TOTAL
D-1 {e.g., Deliverable #1: Report A
1) data collection
2) drafting
3) inception report
4) incorporating comments
5) delivery of final report to
Client}
D-2 {e.g., Deliverable #2:...............}
1 List the deliverables with the breakdown for activities required to produce them and other benchmarks such as the Client’s approvals. For phased assignments,
indicate the activities, delivery of reports, and benchmarks separately for each phase.
2 Duration of activities shall be indicated in a form of a bar chart.
3. Include a legend, if necessary, to help read the chart.
127 | P a g e

TEAM COMPOSITION, ASSIGNMENT, AND KEY EXPERTS’ INPUTS
Total time-input
Expert’s input (in person/month) per each Deliverable
(in Months)
N° Name
Positio
D-1 D-2 D-3 ........ D-... Home Field Total
n
KEY EXPERTS
[Home] [2 [1.0] [1.0]
K- [Team
Leader] month]
1 [Field] [0.5 m] [2.5] [0]
K-
2
K-
3
n
Subtotal
NON-KEY EXPERTS
N- [Home]
1 [Field]
N-
2
n
Subtotal
Total
1 Months are counted from the start of the assignment/mobilization. One (1) month equals twenty two (22) working (billable) days.
One working (billable) day shall be not less than eight (8) working (billable) hours.
2 “Home” means work in the office in the expert’s country of residence. “Field” work means work carried out in the Client’s
country or any other country outside the expert’s country of residence.
Full time input

Part time input

CURRICULUM VITAE (CV)
[CVs for any justifiable substitution or needed additional Key Expert position not
envisaged in the Framework Agreement]
Position Title and No. {e.g., K-1, TEAM LEADER}

Name of Expert: {Insert full name}
Date of Birth: {day/month/year}
Country of
Citizenship/Residence
Education: {List college/university or other specialized education, giving names of

educational institutions, dates attended, degree(s)/diploma(s) obtained}
________________________________________________________________________
Employment record relevant to the assignment: {Starting with present position, list in
reverse order. Please provide dates, name of employing organization, titles of positions held,
types of activities performed and location of the assignment, and contact information of
previous clients and employing organization(s) who can be contacted for references. Past
employment that is not relevant to the assignment does not need to be included.}
Period Employing organization and Country Summary of
your title/position. Contact activities
information for references performed relevant
to the Assignment
[e.g., May [e.g., Ministry of ……,
2015- advisor/consultant to…
present]
For references: Tel…………/e-
mail……;]
Membership in Professional Associations and Publications:

______________________________________________________________________
Language Skills (indicate only languages in which you can work): ______________
Adequacy for the Assignment:
Detailed Tasks Assigned on Consultant’s Reference to Prior Work/Assignments that
Team of Experts: Best Illustrates Capability to Handle the
Assigned Tasks
{List all deliverables/tasks in which the

Expert will be involved)
Expert’s contact information: (e-mail …………………., phone……………)
Certification:
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications, and my experience, and I am available, as and when
necessary, to undertake the assignment in case of an award. I understand that any
misstatement or misrepresentation described herein may lead to my disqualification or
dismissal by the Client, and/or sanctions by the Bank.
{day/month/year}
Name of Expert Signature Date

{day/month/year}
Name of authorized Signature Date

Representative of the Consultant (the same who signs the Proposal)
FINANCIAL PROPOSAL FORM 1

SUMMARY OF COSTS
Cost
{Delete columns which are not used}

Item
{Insert Foreign Currency {Insert Local Currency as
as applicable} applicable}
Cost of the Financial Proposal

Including:
(1) Remuneration
(2) Reimbursables
Total Cost of the Financial
Proposal:
{Should match the amount in the
Proposal Submission Form}
Indirect Local Tax Estimates – to be discussed and finalized at the negotiations if the
Contract is awarded
(i) {insert type of tax. e.g., VAT

or sales tax}
(ii) {e.g., income tax on non-

resident experts}
(iii) {insert type of tax}
Total Estimate for Indirect Local Tax:


BREAKDOWN OF REMUNERATION
When used for Lump-Sum contract assignment, information to be provided in this Form shall
only be used to demonstrate the basis for the calculation of the Contract’s ceiling amount; to
calculate applicable taxes at contract negotiations; and, if needed, to establish payments to the
Consultant for possible additional services requested by the Client. This Form shall not be
used as a basis for payments under Lump-Sum contracts.
No. Person-month Time Input in Foreign

Person/Month Currency Local
Name Position Remuneration
Currency
Rate /ies
Key Experts
K-1
[Home]
[Field]
K-2
Non-Key Experts
N-1 [Home]
N-2 [Field]
Total Costs
Appendix A. Financial Negotiations - Breakdown of Remuneration Rates

[To be used for Time- Based Call-off Contracts for additional Key Expert position not
envisaged in the Framework Agreement]
2. Review of Remuneration Rates

2.1. The remuneration rates are made up of salary or a base fee, social costs, overheads,
profit, and any premium or allowance that may be paid for assignments away from
headquarters or a home office. An attached Sample Form can be used to provide a
breakdown of rates.
2.2. At the negotiations the firm shall be prepared to disclose its audited financial statements
for the last three years, to substantiate its rates, and accept that its proposed rates and
other financial matters are subject to scrutiny. The Client is charged with the custody
of government funds and is expected to exercise prudence in the expenditure of these
funds.
2.3. Rate details are discussed below:
(viii) Salary is the gross regular cash salary or fee paid to the individual in the firm’s
home office. It shall not contain any premium for work away from headquarters
or bonus (except where these are included by law or government regulations).
(ix) Bonuses are normally paid out of profits. To avoid double counting, any bonuses
shall not normally be included in the “Salary” and should be shown separately.
Where the Consultant’s accounting system is such that the percentages of social
costs and overheads are based on total revenue, including bonuses, those
percentages shall be adjusted downward accordingly. Where national policy
requires that 13 months’ pay be given for 12 months’ work, the profit element
need not be adjusted downward. Any discussions on bonuses shall be supported
by audited documentation, which shall be treated as confidential.
(x) Social Charges are the costs of non-monetary benefits and may include, inter alia,
social security (including pension, medical, and life insurance costs) and the cost
of a paid sick and/or annual leave. In this regard, a paid leave during public
holidays or an annual leave taken during an assignment if no Expert’s
replacement has been provided is not considered social charges.
(xi) Cost of Leave. The principles of calculating the cost of total days leave per
annum as a percentage of basic salary is normally calculated as follows:
total days leave x 100

Leave cost as percentage of salary = [365 - w - ph - v - s ]
Where w = weekends, ph = public holidays, v = vacation, and s = sick leave.
Please note that leave can be considered as a social cost only if the Client is not
charged for the leave taken.
(xii) Overheads are the Consultant’s business costs that are not directly related to
the execution of the assignment and shall not be reimbursed as separate items
under the Contract. Typical items are home office costs (non-billable time,
time of senior Consultant’s staff monitoring the project, rent of headquarters’
office, support staff, research, staff training, marketing, etc.), the cost of
Consultant’s personnel not currently employed on revenue-earning projects,
taxes on business activities, and business promotion costs. During
negotiations, audited financial statements, certified as correct by an
independent auditor and supporting the last three years’ overheads, shall be
available for discussion, together with detailed lists of items making up the
overheads and the percentage by which each relates to basic salary. The Client
does not accept an add-on margin for social charges, overhead expenses, etc.
for Experts who are not permanent employees of the Consultant. In such case,
the Consultant shall be entitled only to administrative costs and a fee on the
monthly payments charged for sub-contracted Experts.
(xiii) Profit is normally based on the sum of the Salary, Social costs, and
Overheads. If any bonuses paid on a regular basis are listed, a corresponding
reduction shall be made in the profit amount. Profit shall not be allowed on
travel or any other reimbursable expenses.
(xiv) Away from Home Office Allowance or Premium or Subsistence
Allowances. Some Consultants pay allowances to Experts working away from
headquarters or outside of the home office. Such allowances are calculated as
a percentage of salary (or a fee) and shall not draw overheads or profit.
Sometimes, by law, such allowances may draw social costs. In this case, the
amount of this social cost shall still be shown under social costs, with the net
allowance shown separately.
UNDP standard rates for the particular country may be used as reference to
determine subsistence allowances.
Sample Form
Consultant: Country:
Assignment: Date:
We hereby confirm that:

(a) the basic fees indicated in the attached table are taken from the firm’s payroll records and
reflect the current rates of the Experts listed which have not been raised other than within
the normal annual pay increase policy as applied to all the Consultant’s Experts;
(b) attached are true copies of the latest pay slips of the Experts listed;
(c) the away- from- home office allowances indicated below are those that the Consultant has
agreed to pay for this assignment to the Experts listed;
(d) the factors listed in the attached table for social charges and overhead are based on the
firm’s average cost experiences for the latest three years as represented by the firm’s
financial statements; and
(e) said factors for overhead and social charges do not include any bonuses or other means of
profit-sharing.
[Name of Consultant]
Signature of Authorized Representative Date
Name:
Title:

(Model Form I)
(Expressed in {insert name of currency*})
Personnel 1 2 3 4 5 6 7 8
Basic Remuneration Away from Proposed Fixed Rate Proposed Fixed Rate
Nam Positio Social Subtota
Rate per Working Overhead1 Profit2 Home Office per Working per Working
e n Charges1 l
Month/Day/Year Allowance Month/Day/Hour Month/Day/Hour1
Home Office
Client’s Country
{* If more than one currency is used, use additional table(s), one for each currency}
BREAKDOWN OF REIMBURSABLE EXPENSES
When used for Lump-Sum contract assignment, information to be provided in this Form shall
only be used to demonstrate the basis for calculation of the Contract ceiling amount, to
calculate applicable taxes at contract negotiations and, if needed, to establish payments to the
Consultant for possible additional services requested by the Client. This form shall not be
used as a basis for payments under Lump-Sum contracts.
{Foreign
N Type of Reimbursable Unit {Local
Unit Quantity Currency/ies
° Expenses Cost Currency }
}
{e.g., Per diem {Day}
allowances*}
{e.g., International flights} {Ticket}
{e.g., In/out airport {Trip}
transportation}
{e.g., Communication costs
between Insert place and
Insert place}
{ e.g., reproduction of
reports}
{e.g., Office rent}
....................................
{Training of the Client’s
personnel – if required in TOR}
Total Costs
* “Per diem allowance” is paid for each night the expert is required by the Contract to be away from his/her
usual place of residence. Procuring Agency can set up a ceiling in Framework Agreement if appropriate
Call-off Contract for the provision of

Services
Framework Agreement (FA): [insert short title of FA]
FA Date: [insert FA date]
FA reference number: [insert FA reference number]
Services: [short title of Services]
The Project Site(s)/Final [Insert information on the location(s) of the site(s), where
Destination(s) is/are: applicable]
Site of inspections and tests [Insert information, where applicable]
Client: Consultant:
[Insert complete legal name of the [Insert complete legal name of the
Client] Consultant]
[address] [address]
1. In consideration of the payments to be made by the Client to the Consultant as specified in

this Call-off Contract, the Consultant hereby covenants with the Client to provide the
Services in conformity in all respects with the provisions of the Contract.
2. The Client hereby covenants to pay the Consultant in consideration of the provision of the
Services, the Contract Price or such other sum as may become payable under the
provisions of the Contract at the times and in the manner prescribed by the Contract.
3. Contract Documents
The following documents shall be deemed to form and be read and construed as part of this
Call-off Contract. This Call-off Contract shall prevail over all other contract documents.
(a) Consultant’s Proposal (as applicable), and finalized at contract negotiations

(b) Addenda No. ___ (if any)
(c) Call-off Contract- Conditions of Contract
and by reference the following documents:
(d) Framework Agreement
(e) [insert relevant schedules from the Framework Agreement schedules as applicable to
the Call-off contract]
(f) [List any other document]
For and on behalf of the Client

Signed: [insert signature]
in the capacity of [insert title or other appropriate designation]
In the presence of [insert identification of official witness]
Date:__________________________
For and on behalf of the Consultant

Signed: [insert signature of authorized representative(s) of the Consultant]
in the capacity of [insert title or other appropriate designation]
in the presence of [insert identification of official witness]
Date:__________________________
Call-off Contract- Conditions of Contract (CoC)

[Note to the Procuring Agency: In the interest of harmonization and simplification for the
Call-off Contract Client/s, the Procuring Agency (FA) may fill in, to the extent practicable,
the information to be filled in in this section and clearly marking specific information that
can only/shall be filled in by the Call-off Client/s.]
The following Call-off Contract Conditions of Contract apply to the Call-off Contract
1. Contract Price and Schedule of Payments
[Insert one of the following two options for bullet point (a)]
[Option 1- Lump-Sum Contracts]
(a) Contract Price [Modify as appropriate]
The Contract price is: ____________________ [insert amount and currency/ies as
applicable] [indicate “inclusive” or “exclusive”] of local indirect taxes.
Any indirect local taxes chargeable in respect of this Contract for the Services
provided by the Consultant shall [insert as appropriate: “be paid” or
“reimbursed”] by the Client [insert as appropriate: “for” or “to”] the Consultant.
The amount of such taxes is ____________________ [insert the amount as
finalized at the Contract’s negotiations on the basis of the estimates provided by
the Consultant]
Schedule of Payments [Modify as appropriate]
The schedule of payments is specified below:
 An advance payment of [insert % of Contract Price] within [ insert number
of days] following receipt of an advance bank payment guarantee by the Client.
The advance payment will be set off by the Client in equal portions against the
lump-sum instalments
 [insert amount and currency] within [ insert number of days] following the
Client's receipt of the draft report, acceptable to the Client; and
 [insert amount and currency] within [ insert number of days] following the
Client's receipt of the final report, acceptable to the Client.
[Option 2- Time-Based Contracts]
(a) Ceiling Amount [Modify as appropriate]
For Services rendered pursuant to the Call-off Contract, the Client shall pay the
Consultant an amount not to exceed a ceiling of [insert amount and
currency/currencies], [indicate: “inclusive” or “exclusive”] of local indirect taxes.
Any indirect local taxes chargeable in respect of this Contract for the Services
provided by the Consultant shall [insert as appropriate: “be paid” or
“reimbursed”] by the Client [insert as appropriate: “for “or “to”] the Consultant.
The amount of such taxes is ____________________ [insert the amount as

finalized at the Contract’s negotiations on the basis of the estimates provided by
the Consultant]
Payments [modify as appropriate]

 An advance payment of [insert % of Contract Price] within [ insert number
of days] following receipt of an advance bank payment guarantee by the Client.
The advance payment will be set off by the Client in equal portions in equal
installments against the statements for the first [insert number] months of the
Services until the advance payment has been fully set off.
 Remuneration: The Client shall pay the Consultant for Services rendered at
the rate(s) [ Select the appropriate option: “per person- month” or “per day”
or “per hour ”] actually spent by each Expert after the date of commencement
or such other dates as the parties may agree, in accordance with the rates
agreed, within [insert number of days] following receipt of satisfactorily
supported itemized invoices.
 Reimbursables: The Client shall pay the Consultant for reimbursable
expenses, within [ insert number of days] following receipt of satisfactorily
supported itemized invoices, which shall consist of and be limited to:
(i) normal and customary expenditures for official travel, accommodation,
printing, and telephone charges; official travel will be reimbursed at the
cost of less than first class travel and will need to be authorized by the
Client; and
(ii) such other expenses as approved in advance by the Client.
(b) Delayed payments: If the Client delays payments beyond fifteen (15) days after
the period specified in (a) above, interest shall be paid to the Consultant on the
delayed amount at the annual rate of [insert rate]
(c) The agreed contract prices shall not be adjusted for foreign and/or local inflation
during the execution of the contract
(d) All payments under this Contract shall be made to the accounts of the Consultant.
The accounts are:
for foreign currency: [insert account].
for local currency: [insert account].
2. Authority of Member in Charge
In case the Consultant is a Joint Venture, the members hereby authorize the Lead Member
specified in the Consultant Proposal Form to act on their behalf in exercising all the
Consultant’s rights and obligations towards the Client under this Contract, including
without limitation the receiving of instructions and payments from the Client.
3. Reporting Obligations
Reporting obligations of the Consultant shall be as specified in the TOR Call-off.
4. Insurance
The Consultant (i) shall take out and maintain, and shall cause any Sub-consultants to take out
and maintain, at its (or the Sub-consultants’, as the case may be) own cost but on terms and
conditions approved by the Client, insurance against the risks, and for the coverage specified
below; and (ii) at the Client’s request, shall provide evidence to the Client showing that such
insurance has been taken out and maintained and that the current premiums therefore have
been paid. The Consultant shall ensure that such insurance is in place prior to commencing the
Services. The insurance coverage against the risks shall be as follows:
[Delete what is not applicable except (a)].
(a) Professional liability insurance, with a minimum coverage of

______________________
[insert amount and currency which should be not less than the total ceiling amount of the
Contract];
(b) Third Party motor vehicle liability insurance in respect of motor vehicles operated in the
Client’s country by the Consultant or its Experts or Sub-consultants, with a minimum
coverage of [insert amount and currency or state “in accordance with the applicable
law in the Client’s country”];
(c) Third Party liability insurance, with a minimum coverage of [insert amount and
currency or state “in accordance with the applicable law in the Client’s country”];
(d) employer’s liability and workers’ compensation insurance in respect of the experts and
Sub-consultants in accordance with the relevant provisions of the applicable law in the
Client’s country, as well as, with respect to such Experts, any such life, health, accident,
travel or other insurance as may be appropriate; and
(e) insurance against loss of or damage to (i) equipment purchased in whole or in part with
funds provided under this Contract, (ii) the Consultant’s property used in the
performance of the Services, and (iii) any documents prepared by the Consultant in the
performance of the Services.
[insert specific insurance provisions agreed upon, including coverage, currency and
amount]
5. Modifications or Variations
Any modification or variation of the terms and conditions of this Call-off Contract,
including any modification or variation of the scope of the Services, may only be made by
written agreement between the parties. However, each Party shall give due consideration
to any proposals for modification or variation made by the other party.
For Lump-Sum contracts, any change to the Contract price can be made only if the parties
have agreed to the revised scope of Services pursuant and have amended in writing the
Terms of Reference for the Call-off Contract. For Time-based contracts, for any payments
in excess of the ceilings, an amendment to the Call-off Contract shall be signed by the
parties referring to the provision of this Contract that evokes such amendment.
6. Dispute resolution in relation to Call-off Contracts
The parties to the Call-off Contract shall seek to resolve any dispute amicably by mutual
consultation.
If either party objects to any action or inaction of the other party to the Contract, the
objecting party may file a written notice of dispute to the other party providing in detail
the basis of the dispute. The party receiving the notice of Dispute will consider it and
respond in writing within fourteen (14) days after receipt. If that party fails to respond
within fourteen (14) days, or the dispute cannot be amicably settled within fourteen (14)
days following the response of that party, the arbitration provisions below apply.
Any dispute between the parties arising under or related to this Contract that cannot be
settled amicably may be referred to by either party to arbitration. Notwithstanding any
reference to arbitration, the parties shall continue to perform their respective obligations
under the Call-off Contract unless they agree otherwise.
[(a) shall be retained in the case of a Contract with a foreign Consultant and (b) shall be
retained in the case of a Contract with a consultant who is national of the Client’s
Country.]
(a) If the parties fail to agree on the appointment of a sole arbitrator within thirty (30)
days after receipt by the other party of the proposal of a name for such an
appointment from the Party who initiated the proceedings, either party may apply
to the appointing authority specified in FAP 2.11 of the Framework Agreement to
appoint a sole arbitrator.
Rules of Procedure. Except as otherwise stated herein, arbitration proceedings shall be
conducted in accordance with the rules of procedure for arbitration of the United Nations
Commission on International Trade Law (UNCITRAL) as in force on the date of this
Contract.
The decision of the sole arbitrator shall be final and binding and shall be enforceable in
any court of competent jurisdiction, and the Parties hereby waive any objections to or
claims of immunity in respect of such enforcement.
(b) In the case of a dispute between the Client and a Consultant who is a national of
the Client’s Country, the dispute shall be referred to adjudication or arbitration in
accordance with the laws of the Client’s Country.
7. [include the following if the Contract has been assessed to present potential or
actual cyber security risks:
The Consultant, including its Sub-consultants/suppliers/ service providers shall take all
technical and organizational measures necessary to protect the information technology
systems and data used in connection with the Contract. Without limiting the foregoing, the
Consultant, including its Sub-consultants/ suppliers/ service providers, shall use all
reasonable efforts to establish, maintain, implement and comply with, reasonable
information technology, information security, cyber security and data protection controls,
policies and procedures, including oversight, access controls, encryption, technological
and physical safeguards and business continuity/disaster recovery and security plans that
are designed to protect against and prevent breach, destruction, loss, unauthorized
distribution, use, access, disablement, misappropriation or modification, or other
compromise or misuse of or relating to any information technology system or data used in
connection with the Contract.]
8. Expiration of Contract: [Insert time period e.g., 180 days]
9. [Insert if different than address provided in the Framework Agreement]
Address for notices to the Client:

[Attention]
[title/position]
[department/work unit]
[address]
[Electronic mail address]
Address for notices to the Consultant:

[insert the name of officer authorized to receive notices]
[title/position]
[department/work unit]
[address]
[Electronic mail address]
SCHEDULE 6: Advance Payment Security

Demand Guarantee
{Guarantor letterhead or SWIFT identifier code}
Bank Guarantee for Advance Payment
Guarantor: ___________________ [insert commercial Bank’s Name, and Address of

Issuing Branch or Office]
Beneficiary: _________________ [insert Name and Address of Client]
Date: ____________[insert date]____
ADVANCE PAYMENT GUARANTEE No.: ___________[insert number]______
We have been informed that ____________ [name of Consultant or a name of the Joint
Venture, same as appears on the signed Contract] (hereinafter called "the Consultant") has
entered into Contract No. _____________ [reference number of the contract] dated
___[insert date]_________ with the Beneficiary, for the provision of __________________
[brief description of Services] (hereinafter called "the Contract").
Furthermore, we understand that, according to the conditions of the Contract, an advance

payment in the sum of ___________ [insert amount in figures] ( ) [amount in
words] is to be made against an advance payment guarantee.
At the request of the Consultant, we, as Guarantor, hereby irrevocably undertake to pay the
Beneficiary any sum or sums not exceeding in total an amount of ___________ [amount in
figures] ( ) [amount in words]1 upon receipt by us of the Beneficiary’s
complying demand supported by the Beneficiary’s a written statement, whether in the
demand itself or in a separate signed document accompanying or identifying the demand,
stating that the Consultant is in breach of its obligation under the Contract because the
Consultant:
(a) has failed to repay the advance payment in accordance with the Contract conditions,
specifying the amount which the Consultant has failed to repay;
(b) has used the advance payment for purposes other than toward providing the Services
under the Contract.
1 1
The Guarantor shall insert an amount representing the amount of the advance payment and denominated
either in the currency(ies) of the advance payment as specified in the Contract, or in a freely convertible
currency acceptable to the Client.
It is a condition for any claim and payment under this guarantee to be made that the advance
payment referred to above must have been received by the Consultant on their account
number ___________ at _________________ [name and address of bank].
The maximum amount of this guarantee shall be progressively reduced by the amount of the
advance payment repaid by the Consultant as indicated in certified statements or invoices
marked as “paid” by the Client which shall be presented to us. This guarantee shall expire, at
the latest, upon our receipt of the payment certificate or paid invoice indicating that the
Consultant has made full repayment of the amount of the advance payment, or on the __ day
of _[month]__________, [year]__,2 whichever is earlier. Consequently, any demand for
payment under this guarantee must be received by us at this office on or before that date.
This guarantee is subject to the Uniform Rules for Demand Guarantees (URDG) 2010
revision, ICC Publication No. 758.
_____________________
[signature(s)]
{Note: All italicized text is for indicative purposes only to assist in preparing this form and
shall be deleted from the final product.}
2 2
Insert the expected expiration date. In the event of an extension of the time for completion of the Contract, the
Client would need to request an extension of this guarantee from the Guarantor. Such request must be in
writing and must be made prior to the expiration date established in the guarantee. In preparing this guarantee,
the Client might consider adding the following text to the form, at the end of the penultimate paragraph: “The
Guarantor agrees to a one-time extension of this guarantee for a period not to exceed [six months][one year],
in response to the Client’s written request for such extension, such request to be presented to the Guarantor
before the expiry of the guarantee.”
SCHEDULE 7: Code of Conduct for Experts

[Include based on template included in the Framework Agreement]
SCHEDULE 8: Sexual Exploitation and Abuse

(SEA) and/or Sexual Harassment (SH)
Performance Declaration for Sub-consultants
[The following table shall be filled in for the Consultant, each member of a Joint Venture
and each Sub-consultant proposed by the Consultant]
Consultant’s Name: [insert full name]

Date: [insert day, month, year]
Joint Venture Member’s or Sub-consultant’s Name: [insert full name]
RFP No. and title: [insert RFP number and title]
Page [insert page number] of [insert total number] pages
SEA and/or SH Declaration
We:
 (a) have not been subject to disqualification by the Bank for non-compliance with SEA/ SH obligations
 (b) are subject to disqualification by the Bank for non-compliance with SEA/ SH obligations
 (c) had been subject to disqualification by the Bank for non-compliance with SEA/ SH obligations.
An arbitral award on the disqualification case has been made in our favor.
[If (c) above is applicable, attach evidence of an arbitral award reversing the findings on the issues
underlying the disqualification.]
SCHEDULE 9: List of Clients (if applicable)

[delete this section if this is a Single-User FA i.e. single Client FA]
The following agencies are participating as Clients in this Framework Agreement.
# Name of Client Address Representative
1. [insert complete name of [insert the address of the Name:

Lead Procuring principal place of business]
Agency/Client #1] Title/position:
[insert the type of legal Phone:
entity] Mobile:
E-mail:

Client #2] principal place of business]
Title/position:
[insert the type of legal
entity] Phone:
Mobile:
E-mail:

Client #3] principal place of business]
Title/position:
[insert the type of legal
entity] Phone:
Mobile:
E-mail:
4.

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STANDARD PROCUREMENT

Request for Proposals

Chief Procurement Officer

Standard Procurement Document

PART I – SELECTION PROCEDURES AND REQUIREMENTS

Section 1: Request for Proposals (RFP) Letter

Section 2: Instructions to Consultants and Data Sheet

Section 3: Technical Proposal – Standard Forms

Section 4: Financial Proposal – Standard Forms

Section 5: Eligible Countries

This Section contains information regarding eligible countries.

Section 6: Fraud and Corruption

Section 7: Terms of Reference (TORs)

PART II – FRAMEWORK AGREEMENT

Request for Proposals

PART I – SELECTION PROCEDURES AND REQUIREMENTS.........................................2

PART I – SELECTION PROCEDURES AND

Section 1. Request for Proposal Letter

Dear Mr. /Ms.:

1. The [insert name of Borrower/Beneficiary/Recipient] [has received/has applied for/intends

6. The [Framework Agreement/Framework Agreements] to be concluded will be [choose one

Section 4 - Financial Proposal - Standard Forms

[Insert name of Procuring Agency]

Section 2. Instructions to Consultants and Data

1. Definitions (a) “Affiliate(s)” means an individual or an entity that

(i) “Data Sheet” means an integral part of the

prepare their Proposals.

described in the Framework Agreement and followed

includes any extension(s) to the initial Term, if

3. Conflict of 3.1 The Consultant is required to provide professional,

the Consultant or the termination of its Framework

a. Conflicting (i) Conflict between consulting activities and

b. Conflicting (ii) Conflict among consulting assignments: a Consultant

c. Conflicting (iii) Relationship with the Procuring Agency’s or Client’s

a manner acceptable to the Bank throughout the

4. Unfair 4.1 Fairness and transparency in the selection process require

6. Eligibility 6.1 The Bank permits consultants (individuals and firms,

a. Sanctions 6.3.1 A Consultant that has been sanctioned by the Bank,

pursuant to the Bank’s Anti-Corruption Guidelines

b. Prohibitions 6.3.2 Firms and individuals of a country or goods

c. Restrictions for 6.3.3 State-owned enterprises or institutions in the

d. Restrictions for 6.3.4 Government officials and civil servants of the

(i) the services of the government official or civil

e. Borrower 6.3.5 A firm that is under a sanction of debarment by the

7. General 7.1 In preparing the Proposal, the Consultant is expected to

9. Language 9.1 The Proposal, as well as all correspondence and documents

Agreement and Call-off Contract, the Borrower’s

original Proposal and with the confirmation of the

binding on them. The shortlisted Consultants shall

a. Price 16.2 For Framework Agreements with a duration exceeding

c. Currency of 16.4 The Consultant may express the remuneration and

C. Submission, Opening and Evaluation

copies marked “COPY” as appropriate. The number of

17.6 Similarly, the original Financial Proposal and its copies

18. Confidentialit 18.1 Information relating to the evaluation of Proposals and

Framework Agreement is transmitted. Exceptions to this

19. Opening of 19.1 The Procuring Agency’s evaluation committee shall

submitted Technical and Financial Proposals.

21. Evaluation of 21.1 The Procuring Agency’s evaluation committee shall

the opening date shall be subject to ITC 37.1.