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About ADB
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Subregional Programs
- Brunei Darussalam-Indonesia-Malaysia-Philippines East ASEAN Growth Area (BIMP-EAGA)
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- South Asia Subregional Economic Cooperation (SASEC)
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Other Offices
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Countries with Operations
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Documents on Consulting Services
Publications
This publication defines the policies and procedures of ADB for selecting, contracting, and monitoring consultants required for loan and technical assistance projects financed in whole or in part by loans from ADB, grants by ADB, or funds administered by ADB.
Guidelines on the Use of Consultants by ADB and Its Borrowers
This manual covers the range of activities for which consultants are recruited, the different types of consultants and when their services are used, the range of differing consultant selection methods, and the procedures for the administration of consulting services by both ADB and its client borrowers.
Consulting Services Operations ManualQuick reference guides
Expression of Interest
Firms
- Expression of Interest for Other Selection Methods
- Expression of Interest for Consultants Qualification Selection (CQS) Method
Individual TA or Staff Consultant
- Expression of Interest for Individual Consultants
- Expression of Interest for Individual Consultants through a Firm
Recruitment
- CV Format for Individual Consultants [ Updated: 30 June 2008 ]
- Non-Committal Inquiry
- Computer Requirements of Consultants Assigned at ADB HQ
- Global Group Insurance Policy for Consultants
- Request for Payment to Individual Consultant/Non-ADB Staff
- Performance Evaluation Report Form
Delegated technical assistance
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Request for proposal [Show]
RFP for the recruitment of consulting firms for delegated technical assistance projects Updated 6 April 2011
- Request for Proposal Cover
- Section 1: Letter of Invitation
- Section 2: Instructions to Consultants Including Data Sheet and Evaluation Criteria
- Section 3: Technical Proposal Standard Forms
- Section 4: Financial Proposal Standard Forms
- Section 5: Terms and Reference
- Section 6: Standard Form of Contract
- Section 7: ADB Member Countries
- TA Letter Agreement (for Non-PRC DMCs) [ Updated: 29 August 2008 ]
- TA Letter Agreement (for PRC) [ Updated: 24 February 2009 ]
- Memorandum of Understanding [ Updated: 29 August 2008 ]
Expression of Interest
Firms
- Expression of Interest for Other Selection Methods
- Expression of Interest for Consultants Qualification Selection (CQS) Method
Individual TA or Staff Consultant
- Expression of Interest for Individual Consultants
- Expression of Interest for Individual Consultants through a Firm
Request for proposal
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Harmonized request for proposal for the recruitment of consulting firms [Show]
Harmonized Request for Proposal (RFP) for the Recruitment of Consulting Firms Updated 8 June 2011. The following templates are used only on an exceptional basis when CMS is not used for selecting consultants; i.e. when the selection is done through manual process. Note that the scoring guide in the templates for Summary and Personnel Evaluation Sheets for Full/Simplified/Biodata Technical Proposals were revised to indicate the range of numerical ratings under a particular adjective rating.
- Request For Proposal Cover
- Section 1: Letter of Invitation
- Section 2: Instructions to Consultants Including Data Sheet and Evaluation Criteria
- Section 3: Technical Proposal Standard Forms
- Section 4: Financial Proposal Standard Forms
- Section 5: Terms and Reference
- Section 6: Standard Forms of Contract
- Annex I - Time-Based Contract
- Annex II - Lump-Sum Contract
- Small Assignment Time-Based Contract (US$200,000 or less)
- Small Assignment Lump-Sum Contract (US$200,000 or less)
- Section 7: List of ADB member countries
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Previous RFP versions [Show]
Previous RFP Versions 2011 March 2010 December November July March 2009 August - RFP - Section 2: Instructions to Consultants, 28 August 2009
- Summary of Major Changes from Previous RFP
- RFP - Section 2: Instructions to Consultants, Section 2: Data Sheet, Section 4: Form FIN-1, and Section 6: Standard Forms of Contract (Time-Based & Lump Sum), 14 August 2009
- Summary of Major Changes from Previous RFP
January 2008 September July April March 2007 February
Individual Consultant Contract for Loan Assignments
Submission Formats for Executing Agencies
Note: old templates were phased out on 31 December 2010
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Submission Forms
- QBS Submission 1 - Report on Shortlisting of Consulting Firms
- QBS Submission 2 - Report on Evaluation and Ranking of Proposals
- QBS Submission 3 - Draft Negotiated Contract
- QBS Submission 4 - Signed Contract
- QCBS Submission 1 - Report on Shortlisting of Consulting Firms
- QCBS Submission 2 - Report on Evaluation of Technical Proposals
- QCBS Submission 3 - Report on Financial Evaluation and Ranking of Technical Proposals
- QCBS Submission 4 - Draft Negotiated Contract
- QCBS Submission 5 - Signed Contract
- Direct Selection Submission 1 - Report on Consulting Assignment
- Direct Selection Submission 2 - Draft Negotiated Contract
- Direct Selection Submission 3 - Signed Contract
- Individual Consultant Submission 1 - Proposal for Engagement of Consultant
- Individual Consultant Submission 2 - Signed Contract
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Templates
- Form EV 4.1 - Record of Attendance at the Opening of the Financial Proposals
- Form EV 4.2 - Record of Technical Score and Proposal Prices at Opening of Financial Proposals
- Form EV 5 - Summary Evaluation Sheet of Individual Firms's Financial Proposal
- Form EV 6 - Summary Evaluation Sheet of Financial Proposals
- Form EV 6.1 - Financial Proposal Price Adjustments
- Form EV 7 - Summary Proposal Ranking Sheet
- Form CN Minutes (QBS)
- Form CN Minutes (QCBS)
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Revised EA and ADB Consolidated Submission Documents (Mandatory by 1 January 2011)
- Submission 1: Shortlisting of Consulting Firms and Request for Proposals (QCBS/QBS/FBS/LCS)
- Submission 1: Evaluation of Expressions of Interest and Request for Proposals (CQS)
- Submission 1: Request for Proposal (RFP)(SSS)
- Submission 2-3: Technical and Financial Proposals Evaluation (CQS/SSS)
- Submission 2: Evaluation of Technical Proposals (QCBS/QBS/FBS/LCS)
- Submission 3: Financial Proposals Evaluation and Overall Ranking of Proposals (QCBS/FBS/LCS)
- Submission 4: Draft Negotiated Contract (All Selection Methods)
- Signed Contract (All Selection Methods)
Contract variation
- Instructions to Consultant to Request a Contract Variation
- Example of Contract Variation
- Contract Variation Form
- Illustrated Example of Contract Cost Estimates
- VO Request Form for User Division
Preparation and submission of TA monthly reports and claims for payment
With a view to expediting payments to consultants, the Bank has revised the procedures for preparation and submission of the TA Monthly Reports and claims for payment through a new form entitled 'Monthly Report" form. The revised form should be prepared monthly and forwarded to the following address:
Director, (Project Division)
Asian Development Bank 6 ADB Avenue
Mandaluyong City 1550
Metro Manila, Philippines
Consultant's compliance with the new procedures will enable the Bank to expedite the payment of claims. Claims should be restricted to the approved contract budget limits and requests for contract variations should be kept to a minimum.