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Course Contents: (Diploma Multilateral
Institutions)
- Preliminary considerations before preparing Expressions of Interest or Pre-qualifications.
- Preparation of Expressions of Interest (EOIs) and Pre-qualifications.
- Preparation of the Technical and Financial proposal.
Objectives
- Preparation of pre-qualifications and EOIs
- Preparation of technical and financial proposal.
- Evaluation of these proposals by selection committees.
Summary
Preliminary considerations before preparing Expressions of Interest or Pre-qualifications. Technical and Financial proposal. Evaluation. Short-listed
In this module we will study how to prepare expressions of interest and
pre-qualifications for tenders procured by development projects. We will
also learn how to prepare the technical and financial proposals for
international projects for tenders and grants.
Moreover, we will become acquainted with the different programs formats,
and we will see some examples of the requirements needed to win tenders and
grants with these International Institutions.
Finally, we will analyze step -by-step the way in which a proposal evaluation
is carried out to award the project to the winning bid.
Preparing Pre-qualifications or Expressions of Interest (EOI) for
international tenders needs a little preparation. We have to select, prepare
and write correctly our references and CVs. We have to decide for each
pre-qualification or EOI whether we want to go alone or in a consortium.
Sometimes the terms EOI and pre-qualification are used indifferently for this
stage, whose objective is to determine the short-list of firms or institution
allowed to prepare a full proposal, although each institution tends to use one
term or the other.
We have to assess the human Resources at our disposal for the project, the
costs and determine which firm is going to lead (the Manager or consortium
leader), before we start writing the Expression of Interest. Furthermore we will
assess the economical-financial capacity of our company or institution, that is,
if the financial requirements of the tender are fulfilled. If not, we will have
to look for a contractor or consortium member, and study the possible
payment schemes and their repercussion on the cash-flow.
As mentioned, when preparing a prequalification or EOI, it is necessary to
take several issues into account, such as the formats and cover letters:
- Cover letter and presentation of consortium
- Identification of consortium members and signature by the consortium leader,
as i.e. the person representing the consortium.
- Financial data for the last three years.
- Personnel or staff data.
- Areas of specialization.
- References of similar projects with much detail.
The purpose of the technical proposal is to sell the methodology and
experience of the firm, but even more the practical results and team proposed by
our consortium. It is necessary to comply exactly with the formats and rules of
the tender and institutions funding it. It is advisable to send a first draft to
the partners, so that they can give their opinions about the proposal, and
introduce the necessary improvements. Furthermore, we will ask them to write
parts of the proposal. It is important to research (via Internet or by visiting
the country and region if possible) about the project and its environment.
The financial proposal for technical assistance includes the fees,
incidentals, reimbursable expenses, per-diems, which must be internally split by
the partners. All information that can speed up payment must be provided and
certificates and other standard documents must be
attached. It is advisable using clear and simple language and arranging some
dry-runs or simulations to improve the chances if there is a personal interview
of various final bidders.
Once short-listed, in most EU countries in order to subsidise the costs of
preparing proposals for international tenders, there are a series of subsidies,
for example in Spain:
- ICEX FAIP Programme: This subsidy offers financial support to companies to
prepare proposals, alone or in consortium, for international tenders outside the
EU.
- ICEX ASIST Programme: This is an annual subsidy which covers
marketing trips and lobbying costs to the headquarters of
institutions and to third countries.
Available Languages:  
Expressions of Interest, EOIs, Pre-qualifications, Proposals, Preliminary, considerations, preparing Expressions, Interest, Technical, Financial proposal, Evaluation, Short-listed
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