Development of a Methodology for the Identification and Training of Women Political Aspirants and Candidates
29 August 2017
Dear Sir/Madam,
Subject: Request for Proposal (RFP) for Development of a Methodology for the Identification and Training of Women Political Aspirants and Candidates
The United Nations Entity for Gender Equality and the Empowerment of Women (UN Women) plans to procure a consultancy firm for the following consultancy: Development of a Methodology for the Identification and Training of Women Political Aspirants and Candidates, as described in this Request for Proposal and its related annexes. UN Women now invites sealed proposals from qualified proposers for providing the requirements as defined in these documents.
1. In order to prepare a responsive proposal, you must carefully review, and understand the contents of the following documents:
a. This letter (and the included Proposal Instruction Sheet (PIS)
b. Instructions to Proposers (Annex 1)
c. Terms of Reference (TOR) (Annex 2)
d. Evaluation Methodology and Criteria (Annex 3)
e. Format of Technical Proposal (Annex 4)
f. Format of Financial Proposal (Annex 5)
g. Proposal Submission Form (Annex 6)
h. Voluntary Agreement for to Promote Gender Equality and Women’s Empowerment (Annex 7)
i. Proposed Model Form of Contract (Annex 8)
j. General Conditions of Contract (Annex 9)
k. Joint Venture/Consortium/Association Information Form (Annex 10)
l. Performance Security Form (Annex 11)
m. Submission Checklist (Annex 13)
2. The Proposal Instruction Sheet (PIS) -below- provides the requisite information (with cross reference numbers) which is further detailed in the Instructions to Proposers (Annex-I –see above link).
PROPOSAL INSTRUCTION SHEET (PIS)
Detailed Instruction governing below listed summary of the “instructions to proposers” are available in the Annex I (“Instruction to Proposers”) accessible from this link: http://www.unwomen.org/~/media/commoncontent/procurement/rfp-instructions-en.pdf
Cross Ref. to Annex I
Instruction to Proposers
Specific Requirements as referenced in Annex I
4.2
Deadline for Submission of Proposals
Date and Time: Friday 22 September 2017 12:00 AM (EDT)
[for local time reference, see www.greenwichmeantime.com]
City and Country: Dar es Salaam, Tanzania
This is an absolute deadline. Any proposal received after this date and time will be disqualified.
4.1
Manner of Submission
☐ Personal Delivery/ Courier mail/ Registered Mail
☒ Electronic submission of Proposal
4.1
Address for Proposal Submission
☐ Personal Delivery/ Courier mail/ Registered Mail:
☒ Electronic submission of Proposal:
Technical Proposal: procurement.tanzania@unwomen.org
Financial Proposal: procurement.tanzania@unwomen.org
Proposals should be submitted to the designated address by the date and time of the deadline given.
3.1
Language of the Proposal:
☒ English ☐ French ☐ Spanish
☐ Other (pls. specify) ________________________
3.4.2
Proposal Currencies
Preferred Currency: ☐USD
If no, please indicate Currency:
Proposer may submit proposal in any freely convertible currency
3.5
Proposal Validity Period commencing after the deadline for submission of proposals (see 4.2 above)
Other, please indicate below
If other, please indicate: days.
2.4
Clarifications of solicitation documents
Requests for clarification shall be submitted days before the deadline for submission of proposal.
UN Women shall endeavor to provide responses to clarifications in an expeditious manner, but any delay in such response shall not cause an obligation on the part of UN Women to extend the deadline date, unless UN Women deems that such an extension is justified and necessary.
Contact address for requesting clarifications on the solicitation documents
Requests for clarification should be addressed to the e-mail address: sara.negrao@unwomen.org
Clarification emails should include a subject header in the following format:
“UNW RFP Reference RFP/2017/WLPP/002, Request for Clarification, Company/Contractor Name”
Proposers must not communicate with any other personnel of UN Women regarding this RFP.
The e-mail address above is for clarifications ONLY.
IMPORTANT: Do not send or copy the e-mail address above while submitting a proposal. Doing so will disqualify your proposal.
2.5
Pre-Proposal/Bid Meeting
☒ Not applicable
☐ Mandatory:
☐ Optional:
3.9
Proposal Security
Form: See Annex XI
☒ Not Required
Proposal Security is not foreseen to be required by UN Women at this stage; however, UN Women reserve the rights to request a Performance Security from the successful bidder at any stage.
7.4
Performance Security
☒ Required
The Performance Security will be equivalent to ten percent (10%) of your total offered price for this assignment. The amount will be determined by your price proposal.
Form: See Annex XII
☐ Not Required
3.2
Waiver & Release of Indemnity (If there is a site visit/inspection)
☒ Not Required
No site inspections/visits are necessary and therefore a waiver/release of indemnity is not required.
☐ Required
Return this Waiver to UN Women in advance of the site inspection, to the contact below;
email to: __________
3. The proposer will be selected based on the Evaluation Methodology and Criteria indicated in Annex III.
4. This letter is not to be construed in any way as an offer to contract with your organization.
Yours sincerely,
Hodan Addou Representative, OIC
UN women Tanzania
Signature: …………………………………….
ANNEX 2
TERMS OF REFERENCE (TOR)
Development of a Methodology
for the Identification and Training of Women Political Aspirants and Candidates
1. Background
Grounded in the vision of equality enshrined in the Charter of the United Nations, the United Nations Entity of Gender Equality and the Empowerment of Women (UN Women) works for the elimination of discrimination against women and girls; the empowerment of women; and the achievement of equality between women and men as partners and beneficiaries of development, human rights, humanitarian action and peace and security. Placing women's rights at the center of all its efforts, UN Women leads and coordinates United Nations System efforts to ensure that commitments on gender equality and gender mainstreaming translate into actions throughout the world. It provides strong and coherent leadership in support of Member States' priorities and efforts, building effective partnerships with civil society and other relevant actors.
The UN Women Tanzania Country Programme is part of the United Nations Delivering as One and included as part of the UN Development Assistance Programme, (UNDAP) II (2016-2021) Ouctome area “Women and girls increasingly participate in political and public life and are elected to leadership position”, the UN Women Tanzania, Country Strategic Framework 2017 – 2021; the UN Women Global Flagship Programme Initiative: Women’s Political Empowerment and Leadership, as well as, national gender policy, the SDGs (in particular, Goal 5 ‘Achieve Gender Equality and Empower all Women’), CEDAW and other international and regional commitment.
The UN Women’s led project, the Women’s Leadership and Political Participation (WLPP), Wanawake Wanaweza (2017-2021) aims at ensuring that “Women Lead in Political Decision-Making”.
The project covers both Tanzania Mainland and Zanzibar for the identification of aspirants/candidates, training, and awareness-raising of local communities in national and sub-national elections.
UN Women Tanzania’s approach to promote women’s leadership and political empowerment adheres to an election cycle approach within a broader democratic agenda, allowing for better identification of needs and advanced planning. The current project is the continuation of the Wanawake Wanaweza phase I, which was implemented in the period from 2014 to 2016. Such as the first phase, it applies a holistic approach to achieving the laid down outputs and outcomes using the following strategies:
- Legal and policy reforms: Strengthening capacities of both government and non-government institutions to promote women’s rights, women’s participation and leadership, including integrating gender equality and inclusive principles in the revision, amendment and implementation of policy and legislation to increase and improve women representation in decision- making positions.
- Advocacy and policy dialogue: Support to civil society organizations' capacity to undertake research and engage in evidence based policy dialogue and advocacy on issues linked to women’s rights to leadership and participation with the aim of increasing influence on the development and adoption of gender responsive and inclusive policy frameworks and legislation.
- Increased capacity of political parties on women’s political leadership: Support to political parties through their umbrella organizations to remove barriers that directly or indirectly discriminate against the participation of women, youth and PWDs; to develop their capacity to analyse issues from a gender and inclusiveness perspective, and to adopt policies and procedures, as appropriate, to promote the ability of marginalized groups to participate fully at all levels of decision-making within political parties.
- Identification and capacity building of women political aspirants and candidates: Support to the participation of women in political leadership and electoral processes by identifying and training aspirants and candidates, targeting their specific needs for successful political candidacies within their constituencies and political parties.
- Mitigating violence against women in politics (VAWP): The project aims at increasing awareness and monitoring of VAWP to enable a comprehensive understanding of the violence and its implications for women vying for political posts, voters’ turnout and overall participation in elections. In addition, the project will support different actors to take actions on preventing, mitigating and responding to VAWP in the future
- Strengthening capacities of women’s caucuses of parliament: Support capacity building of members of the women’s caucusses in the Parliament, Parliamentary Committees and House of Representatives Committees to engage in discussions on gender equality and women’s rights, including in the legislative reform processes and on gender responsive and inclusive budgeting.
At the community level, where norms, attitudes and practices often undermine women’s rights and gender equality, the project engages in community sensitization through working with opinion makers, such as community and religious leaders, grassroots women’s organizations as well as the media to build the capacity of these actors to publicly promote and advocate for a greater acceptance of women.
2. Justification of the Consultancy
Despite constitutional measures and international frameworks, women remain under-represented in the landscape of Tanzanian politics. 95% of women in the Tanzanian parliament were selected through the special seat arrangements between 1985-2010 (Meena, 2015). Currently, the number of female members of the parliament (MP) is at 36.3%, however most of them through Temporary Special Measures (TSM). Several reasons have been identified as contributing to the low participation of women in politics, including the majoritarian electoral system, political parties as gate keepers, corruption, electoral violence, lack of economic power, culture and limited civic education (Makulilo, 2014).
Discriminatory laws, practices, attitudes and gender stereotypes, low levels of education and poverty disproportionately affect women in the political sphere. As noted in several studies, the practices followed for intra-party nominations have tended towards the nomination of male candidates. Women are often left out as they are considered ill-suited for the job. Considering that independent candidacies are not allowed in Tanzania, political parties are the gate keepers of the nomination and candidacy process. However, male dominated nomination systems within political parties may prevent women candidates from being nominated, particularly with stiff intra-party competition. Gender discrimination remains one of the major obstacles for women, as several women candidates’ report experiencing gender discrimination during intra party and electoral campaigns (Killian, 2016).
In response to this situation, ahead of the 2015 general elections, the Wanawake Wanaweza first phase identified 1925 aspirants and trained 1282 aspirants and 730 candidates for both Parliamentary and Councill positions on leadership and communication skills, campaign management, budgeting and fundraising, conflict management etc., across 15 regions in Tanzania Mainland and Zanzibar. However, several challenges were encountered during these exercises, which require the review of methodologies for identification and training of aspirants, to ensure the identification of credible, capable and motivated aspirants who will have good chances of being nominated by their political parties.
Building on the lessons learned from the first phase of the project, the purpose of the present consultancy is to engage a consultancy firm to carry out a desk review and ground research to develop a methodology for the identification of women political aspirants for both Parliamentary and Councill positions and develop an appropriate training programme and materials to cater for the different needs of the two groups which will increase their chances of winning the intra-party nominations and be elected in the 2020 elections.
3. Development Objective
The development objective underlying the proposed consultancy is to build on the lessons learnt and best practices from the Wanawake Wanaweza Phase I and develop a methodology for the identification and strengthening of the capacities of women political aspirants which will empower them to lead succesfull campaigns to become elected leaders in the 2020 general elections.
Immediate objectives
- A comprehensive and actionable methodology for the Identification and Capacity Strengthening of Women Political Aspirants and Candidates, tailoring for the specific needs of both MPs and Councillors, is in place, and is based on the lessons learnt and best practices of national, regional and global experiences, and will enable the transparent identification of credible, capable and motivated women political aspirants.
- A comprehensive training programme and training manual containing a progressive programme to be applied over the span of 3 years, to cater for the specific needs of aspirants and candidates for the Parliamentary and Council positions before and after the intra-party nominations (candidates), based on existing global, regional and national training materials, is in place, and will allow a progressive and effective learning experience to increase the chances of successful nominations/ candidacies of women political aspirants.
- A methodology for providing continuous support/ backstopping to women candidates, once they have been nominated by their political parties and up to the elections.
- The best suited Implementing Partners for the identification of aspirants and the application of the training manual, based on their comparative advantage, including mandate, institutional capacity and curriculum, are identified.
4. Outputs
The Consultancy firm will deliver the following:
- Comprehensible and actionable methodology for the identification and training of aspirants and candidates for the Parliamentary and Council positions. The content of the methodology will include but is not limited to the following:
o Executive Summary;
o Background and situation analysis on the political and regulatory framework and context in Tanzania regarding processes for elected leadership and particularly women including young and women with disabilities’ political leadership;
o Clear and concise desk review of best practices and lessons learned from the international and national experiences on the identification and training of women including young and women with disabilities aspirants and candidates;
o Methodology which will indicate process, stakeholders and criteria for identification/ selection and identification, of women aspirants, including young and women with disabilities;
o Methodology for the training of women including young and women with disabilities aspirants;
o Proposed implementing partners, including rationale for their engagement based on criteria related to comparative advantage, experience, mandate and institutional capacity;
o Geographical coverage for identification and training of aspirants;
o Action points for the implementation of the methodology.
- Training manual for strengthening capacities of women political aspirants and candidates including young and women with disabilities, catering for the specific needs of members of Parliament and Council before and after the intra-party nominations. The training should include, but not be limited to the following:
o Glossary of concepts
o Learning sessions organized with learning objectives, steps to follow, provision of content; exercises; materials required; case studies; etc.
o Training modules to include comprehensive and progressive training programme to be implemented over the span of 3 years for women including young and women with disabilities including but not limited to, identifying motivation and purpose of the candidacy; the process of intra-party nominations; developing a campaign strategy; setting up a campaign team; intra-party and constituency campaigning; the national legislative electoral framework, including complaint mechanisms; relevant institutions and official bodies; gender equality and social inclusion in political leadership; transformational leadership; fundraising; public speaking; and media engagement;
o Handouts and other materials with relevant content for aspirants and candidates
Training Programme outlining learning objectives, subject areas, timelines and required resources for the implementation of the training.
5. Activities
- Workplan detailing all outputs and proposed activities, including desk reviews, consultations, drafting of methodology and training materials with exact timeline;
- Desk review taking stock of the exisiting global, regional and national best practices and lessons learnt in the identification and capacity strengthening of women political aspirants and candidates including young and women with disabilities to use as a basis to develop the methodology for the identification and training of aspirants and candidates;
- Conduct consultations with relevant stakeholders, including political parties, EMBs, the ORPP, relevant CSOs including faith-based instituions, women and human rights advocates, former and current political aspirants and women politicians including young and women with disabilities, learning, research and academic institutions, among others, to ensure their views and experiences are taken into account within the development of the methodology;
- Identify strategically placed Implementing Partners for the implementation of the methodology in accordance to their comparative advantage, based on mandate, institutional capacity and organizational curriculum;
- Based on the best practices and lessons learnt from the implementation of the first phase of the WLPP Project, as well as consultations, draft a methodology for the identification and training/ capacity strengthening of women political aspirants and candidates including young and women with disabilities before and after intra-party nominations, which will take into account criteria for the transparent identification/ selection of credible and motivated aspirants; engagement with political parties and communities; requirements and methodology for strengthening capacities of women political aspirants and candidates.
- Based on a review of existing national and international training materials for strengthening capacities of women political aspirants and candidates including young and women with disabilities, draft a comprehensive and progressive training programme and training manual to be implemented over the span of 3 years.
6. Inputs
UN Women:
The UN Women Country Office in Tanzania will provide the consultants with background information and relevant materials. In addition, UN Women will organize introductory letters for the consultants with the relevant government partners, and logistics for the validation workshop.
Consultancy Firm
- A consultant with international expertise will act as team leader, senior specialist with experience in consultative processes, women’s leadership and political participation and the development of training materials. This person will have an overall responsibility to lead the consultancy, to produce reports, and to liaise with UN Women. He/She will also have the overall responsibility of executing the consultancy in regards to the immediate objectives and activities above including producing reports against these specific objectives. He/She will have Master’s degree (or equivalent) in Law, International Development, Political Science, International Relations or other related fields. The expert will possess strong analytical skills on gender and elections and women’s political participation. He/she will have a track record of producing timely and high quality written reports and a proven background of a minimum of 15 years experience at the international level of research or academic experience in the field of women’s leadership and political participation, including in the development of strategies, training manuals and materials; familiarity with the global, regional and national normative framework on women’s political participation; documented work experience in gender equality, women’s rights and the empowerment of women, preferably in relation to gender and elections. He/she will be fluent in written and spoken English and preferably Swahili.
- A national consultant, with experience in gender equality in elections, women’s political participation and political parties. He/she will have a Masters (or equivalent) in Law, International Development, Political Science, International Relations or other related fields and at least 7 years’ experience working in women’s leadership and political participation, preferably in relation to elections and political parties. He/she will possess excellent verbal and oral communication skills to be able to liaise with a wide range of stakeholders, including international organisations, NGO and political party representatives. He/She will have prior experience of conducting research, developing strategies, training manuals and materials in Tanzania; have a good knowledge of the legal, policy and institutional framework relating to WLPP, elections and political parties; good analytical and communication skills in both English and Swahili.
- A national consultant, with experience in gender equality in elections, women’s political participation and political parties and a strong training background, including development of training materials. He/she will have a Masters (or equivalent) in Law, International Development, Political Science, International Relations or other related fields and at least 7 years’ experience working in women’s leadership and political participation, preferably in relation to elections and political parties. He/she will possess excellent verbal and oral communication skills to be able to liaise with a wide range of stakeholders, including international organisations, NGO and political party representatives. He/She will have prior experience of conducting research, developing strategies, training manuals and materials in Tanzania; have a good knowledge of the legal, policy and institutional framework relating to WLPP, elections and political parties; good analytical and communication skills in both English and Swahili.
-
7. Timing:
44 days
8. Reporting:
9. Days
Deliverables
2 days
Workplan including detailed methodology, list of stakeholder and timeline
5 days
Desk review for the Methodology for Identification and Training of Aspirants and Candidates
10 days
Consultations on the identification and training of aspirants and candidates
20 days
Draft Methodology and Draft Training Manual, materials and training programme for UN Women internal review
2 days
Validation Workshop
5 days
Submission of final drafts of the Methodology and Training Manual
ANNEX 3
EVALUATION METHODOLOGY AND CRITERIA
1. Preliminary Evaluation
The preliminary evaluation is done to determine whether the offers meet the administrative requirements of the RFP. The proposals are checked for compliance of the following requirements: -
· Submitting companies are not included among United Nations suspended companies;
· Offers are signed by an authorized party, including Power of Attorney if stipulated;
· Bid security (format, amount and duration) are included, if requested;
· The offer is submitted as per the instructions to proposers ref: 4.1 and detailed in the PIS above;
· The offer is valid;
· The offer is complete and eligible.
2. Lowest-Price Technically Compliant Methodology: The lowest-priced technically compliant proposal is selected based on a point system method with a minimum pass threshold and lowest price.
A two-stage procedure will be utilized in evaluating of the proposals; the technical proposal will be evaluated with a minimum pass requirement of 70% of the obtainable 1000 points. A proposal shall be rejected at this stage if it fails to achieve the minimum technical threshold of 70% of the total obtainable score of 1000 points prior to any price proposal being opened and compared. The financial proposal will be opened only for those entities whose technical proposal achieved the minimum technical threshold of 70% of the obtainable score of 700 points and are determined to be compliant. Non-compliant proposals will not be eligible for further consideration.
No point is allocated for the financial proposal in “Lowest-priced technically compliant” method of evaluation. Therefore, the total number of points which a firm/institution can obtain under this method is only 1000 (maximum points assigned to technical proposal).
The contract will be awarded to the proposer offering the lowest price having achieved the minimum threshold of 70% of the total obtainable score of 1000 points and therefore are determined to be the most responsive proposal.
Evaluation of technical proposal:
The technical proposal is evaluated and examined to determine its responsiveness and compliancy with the requirements specified in this solicitation document. The quality of each technical proposal will be evaluated in accordance with the following technical evaluation criteria and the associated weighting (total possible value of 1000 points):
1.0 Expertise and Capability of Proposer
Points obtainable
Expertise of organization submitting proposal
1.1
Organizational Architecture
25
1.2
Adverse judgments or awards
25
1.3
General Organizational Capability which is likely to affect performance (i.e. size of the organization, strength of management support)
75
1.4
Extent to which any work would be subcontracted (subcontracting carries additional risks which may affect delivery, but properly done it offers a chance to access specialized skills.)
50
1.5
Quality assurance procedures, warranty
75
1.6
Relevance of:
100
- Specialized Knowledge
- Experience on Similar Programme / Projects
- Experience on Projects in the Region
Work for another UN agencies/ major multilateral/ or bilateral programmes
350
2.0 Proposed Work Plan and Approach
Points obtainable
Proposed methodology
2.1
Analysis Approach, Methodology- including Proposer’s understanding of UN Women’s work, adherence to procurement principles and TOR.
200
2.2
Management Services – Timeline and deliverables.
100
300
3.0 Resource Plan, Key Personnel
Points obtainable
Qualification and competencies of proposed personnel
3.1
Composition of the team proposed to provide service and the work tasks (including supervisory)
150
200
Curriculum vitae of the proposed team that will be involved either full or part time
350
[70%] of [1000] pts = [700] pts needed to pass technical
1000
A proposal shall be rejected at this stage if it fails to achieve the minimum technical threshold of 700 of the obtainable score of 1000 points for the technical proposal.
ANNEX 4
FORMAT OF TECHNICAL PROPOSAL
Technical Proposals not submitted in this format may be rejected.
Financial Proposals must be submitted in a separate envelope or attached in a separate e-mail to a different e-mail address where electronic submission is required.
Proposer is requested to include a [one/half/quarter] page value statement indicating why they are most suitable to carry out the assignment.
Name of Proposing Organization:
Country of Registration:
Type of Legal entity:
Name of Contact Person for this Proposal:
Address:
Phone:
E-mail:
[The sections below should be changed and adapted to best reflect the TOR]
Section 1.0: Expertise and Capability of Proposer
1.1 Organizational Architecture
· Background: Provide a brief description of the organization submitting the proposal, including if relevant the year and country of incorporation, types of activities undertaken, and approximate annual revenue.
· Financial capacity: The Proposer shall demonstrate its financial capacity and reliability with regard to the requirements of the Terms of Reference, which can be established by supporting documentation including for example the most recent Audited Financial Statements duly certified by a public accountant.
[Request for financial capacity of intuition should depend on the nature/complexity of the work, as defined in the TOR]
1.2 Adverse judgments or awards
· Include reference to any adverse judgment or award.
1.3 General Organizational Capability
· Outline General Organizational Capability which is likely to affect performance (i.e. size of the organization, strength of project management support e.g. project management controls, global networking, financial stability).
· Include a description of past and present experience and relationships that have a direct relationship to the performance of the TOR. Include relevant collaborative efforts the organization may have participated in.
· Explain any partnerships with local or other organizations relevant to the performance of the TOR. Special attention should be given to providing a clear picture of roles, responsibilities, reporting lines and accountability. Letters of commitment from partners and an indication of whether some or all have worked together previously.
1.4 Subcontracting
· Explain whether any work would be subcontracted, to whom, how much percentage of the work, the rationale for such, and the roles of the proposed sub-contractors. Special attention should be given to providing a clear picture of the role of roles, responsibilities, reporting lines and accountability.
1.5 Quality assurance procedures, risk and mitigation measures
· Describe the potential risks for the performance of the TOR that may impact achievement and timely completion of expected results as well as their quality. Describe measures that will be put in place to mitigate these risks. Provide certificate (s) for accreditation of processes, policy e.g. ISO etc.
1.6 Relevance of Specialized Knowledge and Experience on Similar Projects
· Detail any specialized knowledge that may be applied to performance of the TOR. Include experiences in the region.
· Describe the experience of the organization performing similar goods/services/works. Experience with other UN organizations/ major multilateral / or bilateral programmes is highly desirable.
· Provide at least 3 references
Project
Client
Contract Value
Period of performance (from/to)
Role in relation to undertaking the goods/services/works
Reference Contact Details (Name, Phone, Email)
1-
2-
3-
Section 2.0: Proposed Work Plan and Approach
2.1 Analysis approach, methodology
· Provide a description of the organization’s approach, methodology, and timeline for how the organization will achieve the TOR.
· Explain the organization’s understanding of UN Women’s needs for the goods/services/works.
· Identify any gaps/overlaps in UN Women’s coverage based on the information provided.
· Describe how your organization will adhere to UN Women’s procurement principles in acquiring services on behalf of UN Women. UN Women’s general procurement principles:
a) Best Value for money
b) Fairness, integrity and transparency
c) Effective competition
d) The best interests of UN Women
2.2 Management - timeline, deliverables and reporting
· Provide a detailed description of how the management for the requested goods/services/works will be implemented in regard to the TOR
2.3 Environment-related approach to the service/work required
· Please provide a detailed description of the methodology for how the organization/firm will achieve the Terms of Reference of the project, keeping in mind the appropriateness to local conditions and project environment.
Section 3.0: Resource Plan, Key Personnel
3.1 Composition of the team proposed to perform TOR, and the work tasks (including supervisory)
Describe the availability of resources in terms of personnel and facilities required for the TOR. Describe the structure of the proposed team/personnel, and the work tasks (including supervisory) which would be assigned to each. An organigram illustrating the office location (city and country), reporting lines, together with a description of such organization of the team structure, should be submitted.
3.2 Profile on Gender Equality
· Proposer is strongly encouraged to include information regarding the percentage of women: (1) employed in the Proposer’s organization, (2) in executive and senior positions, and (3) shareholders. While this will not be a factor of evaluation, UN Women is collecting this data for statistical purposes in support of its mandate to promote gender equality and women’s empowerment.
· Proposers are also invited to: (1) become a signatory to the Women Empowerment Principles (if more than 10 employees) http://weprinciples.org/Site/PrincipleOverview ; or (2) sign the Voluntary Agreement to Promote Gender Equality and Women’s Empowerment (if less than 10 employees). Good practices of gender-responsive companies can be found here: http://weprinciples.org/Site/CompaniesLeadingTheWay/
·
Provide Curriculum vitae of the proposed personnel that will be involved either full time or part time.
Highlight the relevant academic qualifications, specialized trainings and pertinent work experience.
Substitution of key personnel shall only be permitted in accordance with section 2.4 of the General Conditions of Contract.
Please use the format below, with each CV no more than THREE pages in length.
Sample CV template: [Adjust according to needs]
Name:
Position for this Assignment:
Nationality:
Language Skills:
Educational and other Qualifications
Employment Record: [Insert details of as many other appropriate records as necessary]
From [Year]: To [Year]:
Employer:
Positions held:
Relevant Experience (From most recent; Among the assignments in which the staff has been involved, indicate the following information for those assignments that best illustrate staff capability to handle the tasks listed under the TOR) [Insert details of as many other appropriate assignments as necessary]
Period: From - To
Name of project/organization:
Job Title, main project features, and Activities undertaken
References (minimum 3)
(Name/Title/Organization/Contact Information – Phone; Email)
ANNEX 5
FORMAT OF FINANCIAL PROPOSAL
The financial proposal must be prepared as a separate PDF file from the rest of the RFP response as indicated in Clause 3.4.1 of the Instruction to Proposers. The components comprising the total price must provide sufficient detail to allow UN Women to determine compliance of proposal with requirements as per TOR of this RFP. The proposer shall include a complete breakdown of the cost elements associated with each line item and those costs associated with any proposed subcontract/sub-awards (separate breakdown) for the duration of the contract. Provide separate figures for each functional grouping or category.
Estimates for cost-reimbursable items, if any, such as travel, and out-of-pocket expenses should be listed separately.
In case of an equipment component to the service provided, the financial proposal should include figures for both purchase and lease/rent options. UN Women reserves the option to either lease/rent or purchase outright the equipment through the contractor.
In addition, the financial proposal must include, but not necessarily be limited to, the following documents:
1. A summary of the price in words and figures
i. Price breakdown: The price must cover all the services to be provided and must itemize the following:
a. An all-inclusive fee rate per working day for each expert to be assigned to the team. The fee rate must include remuneration of each expert, all administrative costs of employing the expert and the margin covering the proposer’s overhead and backstopping facilities.
b. An all-inclusive daily subsistence allowance (DSA) rate (otherwise known as a “per diem rate”) for every day in which the experts shall be in the field for purposes of the assignment.
c. An all-inclusive amount for necessary international travel and related expenses by the most appropriate means of transport and the most direct economy class practicable route. The breakdown shall indicate the number of round trips per team member.
d. An all-inclusive amount for local travel, if applicable.
e. If applicable, other costs required for purposes of the assignment not covered in the foregoing or beneath paragraphs such as communication, printing and dispatching of reports to be produced during the assignment, rental and freight of any instruments or equipment required to be provided by the proposer for the purposes of the services, office accommodation, investigations, surveys, etc.
f. Summary of total cost for the services proposed.
ii. Schedule of payments: Proposed schedule of payment might be expressed by the proposer, and payment will be made by UN Women in the currency of the proposal. The payment schedule must be linked to the delivery of the outputs specified in your technical component.
All prices/rates quoted must be exclusive of all taxes, since the United Nations, including its subsidiary organs, is exempt from taxes.
In case two (2) proposals are evaluated and found to be equal in terms of technical competency and price, UN Women will award contract to the company that is either women-owned or has women in the majority in support of UN Women’s core mandate. In the case that both companies are women-owned or have women in the majority, UN Women will request best and final offer from both proposers and shall make a final comparison of the competing proposers.
A. Cost Breakdown per Deliverables
Deliverables
Percentage of Total Price
Price
(Lump Sum, All Inclusive)
Delivery time/time period (if applicable)
1
Deliverable 1
2
Deliverable 2…
Total
100%
USD ……
[OR]
B. Cost Breakdown by Resources
The proposers are requested to provide the cost breakdown for the above given prices for each deliverable based on the following format. UN Women shall use the cost breakdown in order to assess value for money as well as the calculation of price in the event that both parties agreed to add new deliverables to the scope of services.
Description
Quantity
Number of Unit
Unit Cost (USD)
Total Cost (USD)
Team Leader
1 person
Day/week/month
Team Member
XX person
Day/week/month
Operational cost
Please detail the following:
1. Estimated return tickets for travel (if any)
2. Accommodation and other expenses away from home (if any)
3. Local transportation
4. Any relevant overhead costs (report preparation, communication, stationary, etc.)
1 lump sum
1 lump sum
1lump sum
1 lump sum
Technical assistance and capability building (training, working group meeting, workshop)
1 lump sum
Publication (seminar/launching of the report, printing, etc.)
TOTAL
[Note: This spreadsheet should be accompanied by a short narrative summary that explains the figures supplied and that adds any relevant information that has been used to make the calculations.]
Signature of Financial Proposal
The Financial Proposal should be authorized and signed as follows:
"Duly authorized to sign the Proposal for and on behalf of
____________________________
(Name of Organization)
____________________________
Signature/Stamp of Entity/Date
Name of representative: ____________________________
Address: ____________________________
____________________________
____________________________
Telephone: ____________________________
Email: ____________________________
ANNEX 6
PROPOSAL SUBMISSION FORM
[The proposer shall fill in this form in accordance with the instructions indicated. No alterations to its format shall be permitted and no substitutions shall be accepted.]
To: [insert UN Women Date: [insert date of Proposal Submission]
Address, City, Country]
We, the undersigned, declare that:
(a) We have examined and have no reservations to the Proposal Solicitation Documents;
(b) We offer to supply in conformity with the Proposal Solicitation Documents the following [Title of goods/services/works] and undertake, if our proposal is accepted, to commence and complete delivery of all services specified in the contract within the time frame stipulated.
(c) We ensure any due diligence regarding the legal review and ability to be compliant to all contract terms and conditions has been undertaken prior to the submission of our offer. Submission of this offer is confirmation of accepting a UN Women contract included herein.
(d) We offer to supply for the sum as may be ascertained in accordance with the Financial Proposal submitted in accordance with the instructions under the Proposal Instruction Sheet;
(e) Our proposal shall be valid for a period of [___] days from the date fixed for opening of proposals in the Request for Proposal, and it shall remain binding upon us and may be accepted at any time before the expiration of that period;
(f) If our proposal is accepted, we commit to obtain a performance security with the instructions under the Proposal Instruction Sheet;
(g) We, including any subcontractors or suppliers for any part of the contract, have nationality from countries________ [insert the nationality of the proposer, including that of all parties that comprise the proposer]
(h) We have no conflict of interest in accordance with Clause 1.2 (Eligible Proposers) of the RFP Instructions to Proposers;
(i) Our firm, its affiliates or subsidiaries—including any subcontractors or suppliers for any part of the contract—has not been declared ineligible by UN Women, in accordance with Clause 1.2 (Eligible Proposers) of the RFP Instructions to Proposers;
(j) We understand that you are not bound to accept the lowest evaluated proposal or any other proposal that you may receive.
Signed: _______________ [insert signature of person whose name and capacity are shown]
In the capacity of _______ [insert legal capacity of person signing this form]
Name: ____________ [insert complete name of person signing the Proposal Submission Form]
Duly authorized to sign the proposal for and on behalf of: _____ [insert complete name of proposer]
Dated on ____________ day of __________________, _______ [insert date of signing]
ANNEX 7
VOLUNTARY AGREEMENT
Voluntary Agreement to Promote Gender Equality and Women’s Empowerment
Between
(Name of the Contractor)
And
The United Nations Entity for Gender Equality and the Empowerment of Women
The United Nations Entity for Gender Equality and the Empowerment of Women, a composite entity of the United Nations established by the United Nations General Assembly by its resolution 64/289 of 2 July 2010 (hereinafter referred to as “UN Women”) strongly encourages (Name of the Contractor) (hereinafter referred to as the “Contractor”) to partake in achieving the following objectives:
☐ Acknowledge values & principles of gender equality and women’s empowerment;
☐ Provide information and statistical data (that relates to policies and initiatives that promote gender equality and women empowerment), upon request;
☐ Participate in dialogue with UN Women to promote gender equality and women’s empowerment in their location, industry and organization;
☐ Establish high-level corporate leadership for gender equality;
☐ Treat women and men fairly at work and respect and support human rights and nondiscrimination;
☐ Ensure health, safety and wellbeing of all women and men workers;
☐ Promote education, training and professional development for women;
☐ Implement enterprise development, supply chain and marketing practices that empower women;
☐ Promote equality through community initiatives and advocacy;
☐ Measure and publicly report on progress to achieve gender equality.
On behalf of the contractor:
Name : ________________________________, Title : __________________________
Address : ______________________________________________________________
Signature : _______________________
Date: ________________________
ANNEX 8
PROPOSED MODEL FORM OF CONTRACT
[Select applicable one then copy and paste the final version of contract that will be signed by contractor below]
Model Institutional Service Contract - Under 50,000 Value
Model Professional Service Contract - Over 50,000 Value
UN Women Long Term Agreement (LTA)
Model Contract for Goods
De minimis contract (5,000-50,000) for the provision of services_Headquarters
De minimis contract (5,000-50,000) for the provision of services_Regional or Country Office
ANNEX 9
GENERAL CONDITIONS OF CONTRACT
The General Conditions of Contracts can be accessed by the proposer by clicking on the below link.
[Keep only the relevant link and delete the others]:
o For Goods, available from this link: http://www.unwomen.org/~/media/CommonContent/Procurement/UNwomen-GeneralConditionsOfContract-Goods-en.pdf
OR
o For Services, available from this link: http://www.unwomen.org/~/media/CommonContent/Procurement/UNwomen-GeneralConditionsOfContract-Services-en.pdf
OR
o For Goods and Services, available from this link: http://www.unwomen.org/~/media/CommonContent/Procurement/UNwomen-GeneralConditionsOfContract-MixedGoodsServices-en.pdf
ANNEX 10
JOINT VENTURE/CONSORTIUM/ASSOCIATION INFORMATION FORM
(to be completed and returned with your technical proposal)
JV / Consortium/ Association Information
Name of leading partner (with authority to bind the JV, Consortium/Association during the Bidding process and, in the event a Contract is awarded, during contract execution)
[insert name, address, telephone/fax or cell number, and the e-mail address]
JV’s Party Legal Name:
[insert JV’s Party legal name] {Attach original copy of document of incorporation/registration of the JV, in accordance with Clause 3 (Eligible Bidders)
JV’s Party Country of Registration:
[insert JV’s Party country of registration]
JV’s Party Year of Registration:
[insert JV’s Part year of registration]
JV’s Party Legal Address in Country of Registration:
[insert JV’s Party legal address in country of registration]
Consortium/Association’s names of each partner/authorized representative and contact information
Name of partner: _____________________
Address: _____________________
Phone Number(s): _____________________
Email Address(es): _____________________
Name of partner: _____________________
Address: _____________________
Phone Number(s): _____________________
Email Address(es): _____________________
Name of partner: _____________________
Address: _____________________
Phone Number(s): _____________________
Email Address(es): _____________________
Name of partner: _____________________
Address: _____________________
Phone Number(s): _____________________
Email Address(es): _____________________
Consortium/Association Agreement
Attached are copies of original documents of: [check the box(es) of the attached original documents]
ð Articles of Incorporation or Registration of firm named in 2, above, in accordance with Clause 3 (Eligible Bidders).
ð JV Agreement, or letter of intent to enter into such an Agreement, signed by the legally authorized signatories of all the parties
Signatures of all partners/authorized representatives:
We hereby confirm that if the contract is awarded, all parties of the Joint Venture, or Consortium/Association shall be jointly and severally liable to UN Women for the fulfillment of the provisions of the Contract.
Name of partner: _____________________
Signature: ___________________________
Date: ______________________________
Name of partner: _____________________
Signature: ___________________________
Date: ______________________________
Name of partner: _____________________
Signature: ___________________________
Date: ______________________________
Name of partner: _____________________
Signature: ___________________________
Date: ______________________________
ANNEX 11
SECURITY INSTRUMENTS
The Proposal and Performance Security Forms can be accessed by the proposer by following the below link.
http://www2.unwomen.org/~/media/commoncontent/procurement/un-women-procurement-rfp-security-instruments-en.docx
ANNEX 12
RELEASE AND WAIVER OF LIABILITY
[The use of this form is for when a contractor or potential contractor is performing a site visit in connection to an ongoing solicitation or request for information or expression of interest.
HOW TO USE IT:
· All fields must be filled in and the bottom section of the form completed with a signature to be valid.
· Once complete and signed by the vendor, forward a copy by email to the focal point or case manager within procurement or to procurement@unwomen.org with the subject of the email clearly stating the appropriate solicitation (RFP, ITB, RFQ) or Expression of Interest reference number.
· The procurement practitioner shall keep this form on-file for future auditing records.]
This Release and Waiver of Liability (the “Release”) is executed by NAME: [ ] (the “Visitor”) in favor of the United Nations Entity for Gender Equality and the Empowerment of Women (“UN Women”), a composite entity of the United Nations established by the United Nations General Assembly by its resolution 64/289 of 2 July 2010, and its officials, representatives, staff and agents. In consideration of being granted access to the property located at [insert address] (the “Site”), the Visitor acknowledges, agrees and represent the below:
1. The Visitor acknowledges that the Site is a dangerous environment and safety hazards may be present despite safety precautions taken, and accessing the Site involves risks of injury, illness, death, and/or damage to his/her property.
2. The Visitor assumes full responsibility for any risks of personal injury, illness, death, and/or damage to his/her property arising from or in any way connected to his/her access to the Site.
3. THE VISITOR UNDERSTANDS THAT THIS RELEASE DISCHARGES UN WOMEN FROM ANY AND ALL LIABILITY, CLAIMS, AND DEMANDS OF WHATEVER KIND OR NATURE WITH RESPECT TO ANY PERSONAL INJURY, ILLNESS, DEATH, AND/OR DAMAGE TO HIS/HER PROPERTY ARISING FROM OR IN ANY WAY CONNECTED TO VISITOR'S ACCESS TO THE SITE, WHETHER CAUSED BY THE NEGLIGENCE OF UN WOMEN OR ITS OFFICIALS, REPRESENTATIVES, STAFF OR AGENT OR OTHERWISE. VISITOR ALSO UNDERSTANDS THAT UN WOMEN DOES NOT ASSUME ANY RESPONSIBILITY FOR OR OBLIGATION TO PROVIDE FINANCIAL ASSISTANCE OR OTHER ASSISTANCE, INCLUDING BUT NOT LIMITED TO MEDICAL, HEALTH, OR DISABILITY INSURANCE IN THE EVENT OF INJURY OR ILLNESS.
I hereby attest that I have read and, intending to be legally bound, agree to the above on the date indicated below.
Name: _________________________________________________________________
Address: _________________________________________________________
_________________________________________________________________
Emergency Contact
Name: ______________________________________
Relationship to you: ______________________________________
Phone Number: ______________________________________
Email address: ______________________________________
Signature: ______________________________________ Date: [DD]/[MM]/[YYYY]
ANNEX 13
SUBMISSION CHECKLIST
For submissions by courier mail/hand delivery:
Outer envelope containing the following forms:
· Proposal Submission Form
· Joint Venture Form (if a joint venture)
· Voluntary Agreement to Promote GE & WE (Voluntary)
· Proposal Security Form (if required)
· Performance Security Form (if required)
First inner envelope containing:
· Technical Proposal
Second inner envelope containing:
· Financial Proposal
For email submissions:
Technical Proposal PDF sent to the technical e-mail address specified in the Invitation Letter includes:
· Technical Proposal
· Proposal Submission form
· Joint Venture Form (if a joint venture)
· Voluntary Agreement to Promote GE & WE (Voluntary)
· Proposal Security Form (if required)
· Performance Security Form (if required)
Financial Proposal PDF sent to the financial e-mail address specified in the Invitation Letter includes:
· Financial Proposal
· Financial Excel Spreadsheet (if required)
Please check-off to confirm the below:
MODEL FORM OF CONTRACT HAS BEEN READ AND UNDERSTOOD
THE GENERAL CONDITIONS OF THE CONTRACT HAVE BEEN READ, UNDERSTOOD, DULY REVIEWED BY A LEGAL ENTITY FOR MY ORGANIZATION’S ABILITY TO COMPLY AND ACCEPT ALL TERMS.
| Link | Description | |
|---|---|---|
| http://ungm.org | procurement@unwomen.org |