亚洲开发银行聘用咨询指南与程序

ADBPRCMJiangH.([e-mail])GuidelinesandProceduresonTheUseofConsultants亚洲开发银行聘用咨询指南与程序ADBResidentMissioninthePRC亚行驻中国代表处ADBPRCMJiangH.([e-mail])2Overview概述•Introduction介绍•Recruitingconsultingfirms聘用咨询公司•Recruitingindividualconsultants聘用个人咨询ADBPRCMJiangH.([e-mail])3Introduction介绍•TheProjectCycle项目周期•TypesofConsultants咨询专家类型•ConsultantSelection-Principles&Features咨询专家的选择－原则和特点•EssentialsoftheGuidelines亚行指南的要点•ConsultantSelectionCommittee(CSC)咨询专家选择委员会ADBPRCMJiangH.([e-mail])4Introduction介绍TheProjectCycle项目周期Identification识别Evaluation评估Negotiation&boardapproval谈判和董事局批准Appraisal评价Implementation实施Preparation准备ADBPRCMJiangH.([e-mail])5•TAconsultants技术援助咨询•Loanconsultants贷款项目咨询•Staffconsultants职员咨询•Trainingconsultants培训咨询•Resourcepersons资源专家All(exceptresourcepersons)maybefirms/organizationsorindividuals所有咨询专家（除去资源专家）均可为公司/机构或个人Introduction介绍TypesofConsultants咨询专家的类型ADBPRCMJiangH.([e-mail])6Introduction介绍ConsultantSelection咨询专家的选择Principles原则•Competitive-shortlistsgeographicallybalanced竞争性－考虑地理区位平衡的短名单•Fair,definedprocess公平，使用确定的程序•Transparent透明RecruitingLoanConsultants-mainfeatures贷款项目聘用咨询专家－主要特点•FollowsADB’sGuidelinesontheUseofConsultants遵循亚行聘用咨询指南•Noquotaforshortlistedfirms对列入短名单的公司无递交建议书的限额•EA’sCSCselectstheconsultant由执行机构的CSC选择咨询专家•ADBapprovesthemainstepsintherecruitmentprocess.亚行批准主要程序ADBPRCMJiangH.([e-mail])7Introduction介绍EssentialsoftheGuidelines指南的要点•Ensuremaximumefficiencyandeconomyinthepreparation,constructionandoperationofprojectsandrelatedactivities在项目的准备、施工和运行及其它相关行为中最大限度保证效率性和经济性•Technicalqualificationsofconsultantsarethemostimportantcriteriainselection技术资格是最重要的选择条件•UsedforallselectionswhenADBfinances/administerstheconsultingservices对所有的亚行出资/管理的咨询服务项目均适应•Onlynationals/firmsofADBmembercountriesareeligibletoworkasconsultants只有亚行成员国的国民具有资格•ADBselectsTAconsultants,borrowersselectloanconsultants亚行选择技术援助项目的咨询，借款人选择贷款项目的咨询•ADBpromotestheconsultingindustryinDMCs亚行鼓励/促进发展中成员国的咨询业•Anticorruptionpolicy反贪污政策ADBPRCMJiangH.([e-mail])8Introduction介绍ConsultantSelectionCommittee(CSC)咨询专家选择委员会Membersmightinclude:委员会成员包括：•representativeofEA执行机构的代表•representativeofconcernedministries相关部委的代表•beneficiariesoftheproject(optional)项目的受益人（可选）•lawyer(optional)律师（可选）CSC’sRole:委员会的任务：•Approveinvitationdocuments批准邀请文件•Approvetechnicalproposalevaluationcriteria批准技术建议书的评估条件•Prepareshortlistof5to7firms准备短名单（5～7家公司）•Evaluate&rankproposals对建议书进行评估和排名ADBPRCMJiangH.([e-mail])9RecruitingConsultingFirms聘用咨询公司Recruitmentnotice征聘通知•MustplacerecruitmentnoticeonADB’swebsitefor30daysbeforeshortlisting必须在列短名单之前将通知公布在亚行的网站上30天•Noticedescribesassignmentindetail,includingTOR通知应具体描述工作任务，包括任务大纲ADBPRCMJiangH.([e-mail])10RecruitingConsultingFirms聘用咨询公司Procedures程序EvaluateTechnicalProposalAdministercontractPrepareTermsofReference准备任务大纲Decideselectionmethod决定选择方式Prepareshortlist准备短名单PrepareRequestsforProposal准备RFPNegotiateandsigncontractEvaluateFinancialProposal评估技术建议书评估财务建议书合同谈判及签订合同合同管理ADBPRCMJiangH.([e-mail])111.TermsofReference(TOR)任务大纲Structure结构•Backgroundinformation背景资料–thisdescribestheprojectsectorandprojectsetting行业和项目的情况•Detailedtasks具体任务•Objectivesandoutputs目标和成果Majorcontents(forLoanProjects)主要内容（贷款项目）•Objectives目标•Scopeofwork工作范围•Implementationarrangements实施安排•Startdateandduration开始日期和期限•Indicativepersonnelschedule人员计划•Inputs-activities/tasks,person-months,expertise投入–活动，人月，专业技能•outputs–reports成果：报告ADBPRCMJiangH.([e-mail])12ASampleTOR(LoanProject)任务大纲范例（贷款项目）TermsofReferenceForConsultingServicesforXXXProjectI.BackgroundII.ProjectSummaryIII.ImplementationArrangementIV.ObjectivesandScopeV.CostEstimateVI.TermsofReferenceforProjectConsultingServices(i)General(ii)Activities(iii)Skills,ExpertiseandQualificationsofConsultantsA.InternationalConsultantsB.DomesticConsultantsC.Consultant’sStaffingInputs(ManMonths)(iv)FacilitiestobeprovidedbytheEAandIA(v)ReportingScheduleandReportingRequirements(vi)ScheduleofPaymentsADBPRCMJiangH.([e-mail])132.Selectionmethods选择的方法•Qualityandcostbasedselection(QCBS)基于质量和成本的选择•Qualitybasedselection(QBS)基于质量的选择•Directselection直接选择–usedonlyinexceptionalcircumstanceswhennotusingcompetitivemethodisjustified仅用于特殊情况：当有充足的理由证明可以不使用竞争的方法QCBSisthepreferredselectionmethod优先使用QCBSADBPRCMJiangH.([e-mail])142.Selectionmethods–QCBS选择的方法－QCBS•Basedonqualityandcostofservices基于质量和成本•Twoproposalsinseparateenvelopes两个建议书分置于两个信封–technicalproposal技术建议书–financialproposal财务建议书•Bothproposalsreceivedatthesametime两个建议书同时收到Keysteps关键步骤•Evaluatetechnicalproposals评估技术建议书–qualifyingscore750outof1000points在总分1000分中取得750分即合格•Publiclyopenfinancialproposalsoftechnicallyqualifiedconsultants对于技术建议书合格的咨询公开打开财务建议书•Evaluatefinancialproposals评估财务建议书•Rankproposalsfixedpercentages建议书排名（固定的百分比）–technicalscore80%技术建议书占80％–financialscore20%财务建议书占20％ADBPRCMJiangH.([e-mail])152.Selectionmethods–QBS选择的方法－QBS•Basedonlyonqualityoftechnicalproposals仅基于技术建议书的质量•Onlyaskfortechnicalproposalsinitially初始时只要求提交技术建议书•Aftertechnicalevaluation,askfirstrankedfirmforfinancialproposal评估技术建议