Table of Contents

1. GENERAL INFORMATION AND INSTRUCTIONS FOR BIDDERS 3
1.1 Purpose of Request for Summary Proposal (RFSP) 3
1.2 Inquiries 3
1.3 Requests for Additional Documentation or Extensions 3
1.4 Addenda
1.5 Proposal Preparation Costs / Contract Negotiation Costs and Location 3
1.6 Proposal Delivery, Closing Date and Time 3
1.7 Proposal Presentation, Language and Number of Copies 4
2. MANDATORY REQUIREMENTS 5
3. PROPOSAL CONTENT REQUIREMENTS 7
3.1 Identification of the Consultant 7
3.2 Rated Technical Component Requirements 7
3.2.1 Expertise and Experience of the Consultant 7
3.2.2 Proposed Methodology 8
3.2.3 Reimbursable Expenses 8
3.3 Rated Financial Component Requirements 8
3.3.1 Base Year Disclosure, Provision for fee Increases 8
3.3.2 Proposed Consultant Fee 9

4. CONTRACT PAYMENT AND SECURITIES 9
5. PROPOSAL EVALUATION AND SELECTION CRITERIA 9
5.1 Evaluation Procedures 9

Appendix A - Terms of Reference 11
Appendix B - Proposal Evaluation Grid 13

Form A - Mandatory Certifications 14
Form C - Identification and Level of Effort of Project Personnel 16
Form D - Resume
Form E - Cost of Level of Effort
Form F - Commitment to Participate in the Project

1 GENERAL INFORMATION AND INSTRUCTIONS FOR BIDDERS

This part contains general information on the Embassy of Canada Development Section (which reports to the Canadian International Development Agency (CIDA)), requirements and general instructions for the preparation and submission of proposals.
1.1 Purpose of Request for Summary Proposal (RFSP)
The purpose of this RFSP is to select a Consultant (for interpretation see CIDA 101 at http://www.acdi-cida.gc.ca ) to enter into negotiations with the Embassy of Canada Development Section for a contract to provide the services described in the Terms of Reference - Appendix A.
1.2 Inquiries
Questions relating to this RFP should be directed in writing to the following address, no later than seven (7) working days prior to the proposal closing date specified herein to allow sufficient time to provide a response. Questions received after that time may not be answered prior to the proposal closing date due to insufficient time.
Human Resource Section
Embassy of Canada
19 Dongzhimenwai Dajie, Chaoyang District
100600, Beijing (PRC)
Fax: (+86-10) 5139 4451
Email: bejing-ap@interntational.gc.ca
1.3 Requests for Additional Documents or Extensions
Requests for additional documents or extensions shall be forwarded to the address identified above within the time limits specified in the General Conditions (RFP) - see CIDA 102 at http://www.acdi-cida.gc.ca (Time Limitations for the Request of Additional Documentation and for Extensions to the Proposal Closing Date).
1.4 Addenda
If deemed necessary, additional information affecting the preparation of proposals will be conveyed by means of an addendum to this RFSP.
1.5 Proposal Preparation Costs / Contract Negotiation Costs and Location
The costs, including travel incurred by the Consultant in the preparation of its proposal, attending the interview and/or the negotiation of the resulting contract will not be reimbursed by the Embassy of Canada. It is anticipated that both the interview and contract negotiations will occur in Beijing, China.

1.6 Proposal Delivery, Closing Date and Time
DELIVERY: Proposals are to be sent ONLY to the address specified on the cover page of this RFSP. It is imperative that the address clearly identifies in bold, large print "EMBASSY OF CANADA BID RECEIVING UNIT (Development Section)".
CLOSING DATE AND TIME: Subject to the Embassy of Canada Development Section's "Delayed Proposal" provisions, proposals, or amendment to proposals, will only be accepted by the Embassy of Canada Development Section if they are received at its Bid Receiving Unit, on or before the closing date and time indicated on the covering sheet of this RFSP document.
RESPONSIBILITY FOR PROPOSAL DELIVERY: The Consultant has sole responsibility for the timely receipt of a proposal by the Development Section and cannot transfer this responsibility to the Government of Canada. The Embassy of Canada Development Section will not assume responsibility for proposals that are directed to a location other than the one stipulated in the RFSP.
DELAYED PROPOSALS: A proposal received after the closing date and time, but before the contract award date may be considered provided the delay can be proven to have been due solely to a delay in delivery that can be attributed to the Chinese Postal Service (CPS), or to incorrect handling by Embassy of Canada Development Section, after the proposal has been received in the Bid Receiving Unit. The only piece of evidence relating to a delay in the CPS system that is acceptable to Embassy of Canada Development Section is a CPS cancellation date stamp, a CPS courier Bill of Lading, or a CPS express post label that clearly indicate that the proposal was mailed prior to the closing date, i.e., no later than midnight the day preceding the proposal closing date. The Consultant is therefore advised to request that CPS date-stamp his/her envelopes.
LATE PROPOSALS: It is the Embassy of Canada Development Section's policy to return unopened bids received after the stipulated bid closing date and time, unless they qualify under the provisions of the Delayed Proposals clause above.
1.7 Proposal Presentation, Language and Number of Copies
PRESENTATION: The proposal will consist of a technical and a financial component to address the services described in the Terms of Reference in Appendix A. The technical and financial components are to be presented in separately bound documents and should be provided in two separately sealed envelopes with the name of the proposing Consultant and the contents clearly marked. If the proposal includes the use of Canadian Aboriginal individuals or firms as employees, sub-consultants or suppliers, information regarding their use should be outlined. (Form available upon request-- see 1.2 for inquiries) and presented in the Consultant's proposal.
Finally, all copies/envelopes shall be put in an envelope also bearing the Consultant's name. The envelope must contain the following information:
SEL No.: 09- A034332-01
Project Title: Coordinator-Canada Fund for Local Initiatives (CFLI) China
Proposal Call Closing Date of 22 May 2009
The Embassy of Canada Bid Receiving Unit Address for Proposals (see cover page)
The Embassy of Canada Development Section encourages the use of recycled paper and two-sided printing. Reduction in the size of documents will contribute to the Embassy of Canada Development Section's environmental initiatives and reduce waste.
OFFICIAL LANGUAGES: The working language for this project is English.
NUMBER OF COPIES: The Consultant's proposal is to be presented in three (3) copies. Proposals remain the property of the Embassy of Canada Development Section and will be treated in accordance with the provisions of Canada's Access to Information Act, the Privacy Act, and the General Records Disposal Schedule of the Government of Canada to ensure that no commercial confidential information is released.
FONT AND PAGE SIZE: Fonts used should not be smaller than Times New Roman 11 point and the page size should not exceed regular letter-size paper.
Proposals submitted by fax or e-mail will not be accepted.

2. MANDATORY REQUIREMENTS
This section contains the mandatory requirements, with which the Consultant must comply. Therefore, Form A must be signed and attached to the technical proposal certifying that the Consultant complies with all the mandatory requirements. In the event of a discrepancy between the wording of this section and the other sections of the Request for summary proposal (RFSP) and/or CIDA 102 - General Conditions (RFP), this section of the RFSP shall prevail.

Failure to comply with all the requirements set out below will result in rejection of your proposal. (See Form A)

2.1 Conditions of Eligibility in CIDA 102 - General Conditions (RFP)
The Consultant must comply with the Conditions of Eligibility in CIDA 102 - General Conditions (RFP). Among other things, the Consultant must comply with the following Eligibility Requirements:
if the Consultant is an individual - he/she must reside in China;
if the Consultant is a profit organization - it must be a legal entity and have a place of business in China; or
if the Consultant is a not-for-profit organization - it must be a legal entity established in China.
Where the proposal is submitted by a consortium, joint venture or other type of association, EACH member must comply with either requirement (i), (ii) or (iii).
2.2 Financial Viability
The Consultant must be financially solvent and financially capable to undertake the proposed contract work and to perform such work and to undertake the necessary expenditures without anticipated financial difficulties, and must be able to so demonstrate prior to contract award.
2.3 Non-participation in Project Implementation
Where this RFSP relates to the evaluation, monitoring or audit of a project, the Consultant, and all personnel and subcontractors must not have been involved, jointly or severally, in the implementation of this project, nor have been assisted in the preparation of the proposal by any party who has been involved in the implementation of the project to be evaluated, monitored or audited.
2.4 Validity of Facts
The Consultant must certify that each statement made with regard to the proposal is accurate and factual, and that it is aware that the Minister reserves the right to verify any information provided in this regard, and that untrue statements may result in the proposal being declared non-compliant, or in any action which the Minister may consider appropriate.
2.5 Anti-Corruption Declaration
The Consultant certifies that neither the Consultant nor any of the Consultant's officers, employees and subcontractors included in this project proposal have been convicted, in the last three years, by a court of law in Canada or in any other jurisdiction, for an offence involving bribery or corruption. The Consultant further certifies that neither the Consultant nor any of the Consultant's officers, employees and subcontractors included in this project proposal is currently under sanction for an offence involving bribery or corruption imposed by a government, a governmental organization or a development organization providing development assistance.
If the Consultant or one or more of the Consultant's officers, employees or subcontractors included in this project proposal was/were convicted or sanctioned for an offence involving bribery or corruption, the details of such convictions or sanctions must be attached to the duly completed and signed Form H (available upon request-- see 1.2 for inquiries).

3 PROPOSAL CONTENT REQUIREMENTS
This part contains identification instructions, as well as the rated technical and financial requirements of the proposal.
Consultants are invited to submit a proposal of not more than eight (8) pages in length, addressing all of the requirements of this Request for Summary Proposal outlined below. The proposal should be concise and should contain only the required information, which is necessary to present the services offered. Pages in excess of the limit identified above, attachments and advertising or promotional brochures will not be considered.
3.1 Identification of the Consultant
Since the Consultant submitting the winning proposal will be called upon to negotiate with a view to signing the prospective contract with the Embassy of Canada Development Section for the provision of the services set out in Terms of Reference - Appendix A, it is important to properly identify the nature of the Consultant.
The Consultant must provide a brief description of itself, which shall include the following information:
name of the entity/Consultant
name of chief executive officer of the entity, if different from name of Consultant
mailing address
telephone and fax numbers
size (number of employees) of the entity, if applicable

3.2 Rated Technical Component Requirements
(NO FEES TO BE INCLUDED IN TECHNICAL COMPONENT OF PROPOSAL)
Sections 3.2.1 and 3.2.2 below shall be individually rated.
Section 3.2.3, "Reimbursable Expenses", will not be directly rated, but may be used to assist in the rating of the methodology in terms of logical consistency.
3.2.1 Expertise and Experience of the Consultant
The Consultant shall include a current resume not exceeding four (4) pages in length in the format included in FORM D, for the proposed individual. The Consultant shall clearly demonstrate through his/her resume the expertise and experience that the individual possesses, as per the requirements listed below, which form the basis for the evaluation criteria specified in the Evaluation Grid - Appendix B.
The project implies that the services would be undertaken by one person. However, the methodology proposed may result in the bidder having two or more people involved. CIDA is amenable to any solution, provided it is cost effective. The proposal shall include the qualifications and experience of each individual proposed. If only one individual is proposed, the evaluation criteria will be entirely assessed against that individual. If more than one individual is proposed, CIDA will evaluate each individual on all the criteria at a "alf-value"for two, or at a "hird value" for three, etc.
The information provided by the Consultant in his/her proposal shall be used to assess the Requirements listed below:
Requirement 1: Consultant's Qualifications and Experience ?Consultant's appropriate academic qualifications such as a university degree in a field relevant to the requirements to the project (for instance, in political science, international affairs/development, business, management); years of experience in managing and implementing international development projects and years of experience working in China.
Requirement 2: Experience in Responsive Programming - The proposal shall describe assignment(s)/project(s) which clearly demonstrate(s) the Consultant's experience in promoting and managing a responsive program (including screening of proposals, liaising with partners, preparing guidelines and workplans, monitoring, financial reporting and reporting on results), as described in the Terms of Reference - Appendix A.
Requirement 3: Financial Management Experience - Experience in the development implementation and monitoring of financial management systems.
Requirement 4: Experience in negotiating, contracting, coordinating the work of others, report preparation and presentations.
3.2.2 Proposed Methodology
Based on the Terms of Reference ?Appendix A, and guided by the Evaluation Grid - Appendix B, the methodology developed by the Consultant shall respond to the following requirements. The Consultant shall clearly describe in the proposal how the Consultant intends to undertake the activities in the Terms of Reference - Appendix A to achieve the expected project results.
Requirement 5: Project Management: The Consultant shall provide a proposed approach to the assignment, which includes a description of how he/she intends to undertake the assignment, as per appendix A. (max 1 page)
Requirement 6: Level of Effort: The Consultant shall provide a summary description of the major activities and the related the level of effort as per Form C - Identification and Level of Effort of Project Personnel - i.e, of the responsibilities and activities of each key position/person in China assigned to the project identified in the proposal, together with an estimate of person-days proposed for each.
The proposal shall identify the basis upon which the level of effort has been established (hours per day and days per week) - unless otherwise specified, work days will be considered to be based upon a 7.5-hour day and a work week of 5 days per week; the proposal shall clearly identify which responsibilities the Consultant will undertake and the type of arrangements, contractual or otherwise, that will be made to acquire these services if it is being undertaken by others (e.g. sub-contracting).
Requirement 7: Monitoring: The Consultant shall describe how it intends to effectively monitor the Implementing Partners (i.e. measure attainment of results, proper use of funds and client satisfaction), control costs and quality and report on activities and all other mechanisms proposed to ensure the successful implementation of the sub-projects. (max. ?page)
Requirement 8: Information and Communication Strategies: The Consultant shall describe the strategy it will use to manage and maintain communication with the Implementing Partners and other partners, troubleshooting between all parties, and handle the dissemination of information. (max. ?page)
Requirement 9: Promotion of the Project: The proposal shall provide a description of how the Consultant proposes to promote the project in order to (a) obtain proposals for the implementation of sub-projects; and (b) disseminate the results of the sub-projects and the project. (max. ?page)
Requirement 10: Interview: The Consultant shall participate in an interview conducted in English and Mandarin to provide his/her analysis of the major challenges facing China in two out of the five following sectors: basic education, health, environment, rural governance and rights of disadvantaged groups.

3.2.3 Reimbursable Expenses
(Always negotiable)
The Consultant must provide a list of the estimated reimbursable expenses he/she will incur in China in the provision of services, as described in Appendix A.
The basis on which the expenses have been established must be consistent with the proposed methodology and the level of effort. Notwithstanding the particulars of the following, the expenses should be consistent with the Reimbursable Expenses section of the Costing Principles contained in CIDA's General Conditions (RFP) - CIDA 102.
Expenses could include the following:
* Cost of travel while on travel status within China, or elsewhere, and the cost of other transportation, in accordance with the Treasury Board Travel Directive of the Government of Canada.
* Accommodation, meals and incidentals in accordance with the Treasury Board Travel Directive while on travel status.
* All other reasonable reimbursable expenses arising from the performance of the services.
3.3 Rated Financial Component Requirements (TO BE PLACED IN A SEPARATE ENVELOPE)

Please note that reimbursable expenses, in Canadian currency, must be included with the technical proposal.
The financial component of the proposal must include a comprehensive and detailed breakdown of costs, in Canadian currency, involved in the level of effort required to deliver the project described in the technical component of the proposal. The format to be used in presenting cost is provided in FORM E, "cost of Level of Effort"To provide a common basis for the evaluation of proposals, CIDA requires uniformity in the classification and presentation of fees. Fees must be all-inclusive and reflect the level of effort. Fees shall include direct salaries, employee fringe benefits including paid and time off benefits, direct and indirect overhead costs and profit as referred to in the Costing Principles section of CIDA 102 - GENERAL CONDITIONS. The consultant is required to incorporate any administration or management cost as well as any perceived risk resulting from financial exposure into the all-inclusive rates quoted for fees. Should there be any inconsistency between the level of effort proposed in the methodology and the level of effort used to calculate cost, CIDA reserves the right to adjust the financial component to reflect the level of effort proposed in the methodology.
3.3.1 Base Year Disclosure, Provision for fee Increases

The evaluation of proposals will be made using the constant dollar presentation. Consequently, cost estimates must be expressed in constant dollars of the year in which the proposal is submitted. However, in addition, the cost estimates shall also reflect separately the Consultant's best estimate of increases due to inflation for costs in Canada and in the recipient country. The consultant will be reimbursed the actual amount for direct reimbursable expenses provided it can be supported to CIDA's satisfaction.
Payment of all project personnel will be made on the basis of the rates quoted by the Consultant and accepted by CIDA and may be adjusted in accordance with CIDA's policy on Annual Fee Increases under Multi-year Contracts. The application of this policy is non-negotiable.
Unless CIDA policy to the contrary precludes it, rates are increased annually: On the anniversary date of the proposal submission, if more than one year has expired between the date submitted and the date of contract finalization; or On the effective date of the contract. The appropriate date will be determined during contract negotiations.
3.3.2 Cost Breakdown of Consultant's Level of Effort
Fees for Project Personnel
When completing FORM E, the Consultant shall distinguish all personnel/positions assigned to the project under the following categories: Local professional staff; and Local outside consultants.
The Consultant shall quote an all-inclusive daily rate, as defined in CIDA 102 - General Conditions.
CIDA will only pay for actual days worked including approved travel time.

4. CONTRACT PAYMENT AND SECURITIES
This part includes the proposed method of payment and holdbacks that will be specified in the contract and lists the applicable securities which the Consultant may be required to provide to the Embassy of Canada Development Section (at ITS OWN EXPENSE).
METHOD OF PAYMENT: Unless otherwise agreed, the Consultant shall be paid not more often than once per month, the fees and expenses incurred by the Consultant during the previous month.
GUARANTEE FOR PERFORMANCE: The all-inclusive fees portion of these payments will be subject to a ten-per-cent (10%) holdback. This holdback may be released, subject to the satisfactory performance of the Consultant as determined by the Embassy of Canada Development Section, on an annual basis commencing at the completion of each successive year of the contract (i.e. the holdback for the first year may be released at the completion of the second year, the second at the completion of the third year, etc.). Subject to the provision of alternative security as specified herein, the application of this holdback is non negotiable and will be conditional upon the Consultant providing the Embassy of Canada Development Section with a certificate stating that all the Consultant's financial obligations to employees, subcontractors or suppliers in respect of the services furnished under the contract, for the period covered by the holdback being released, have been fully discharged. In lieu of a holdback, alternative security in the form of an irrevocable letter of credit (ILOC), as defined in CIDA's General Conditions (RFP) - CIDA 102, may be deemed acceptable during contract negotiations. The value of the ILOC must be equal to 10% of the total amount of all fees possible over the duration of the contract.

5. PROPOSAL EVALUATION AND SELECTION CRITERIA
This part outlines the Embassy of Canada Development Section's proposal evaluation process, which is designed to ensure that the Consultant whose proposal represents best value is recommended for selection. Best value is defined as the proposal given the highest total number of points for technical excellence and adjusted for cost.
5.1 Evaluation Procedures
For purposes of evaluation, the technical component is awarded a maximum of 800 points or 80% of the total possible 1,000 points, and cost is awarded a maximum of 200 points or 20%.
Proposals will be evaluated against the evaluation grid, included as Appendix B. the Embassy of Canada Development Section's policy is to recommend the selection of the Consultant with the highest technical score, adjusted for cost.
The technical evaluation takes into consideration the expertise and experience of the Consultant and the soundness of the methodology. The technical component of the proposal will be evaluated if it complies with all mandatory certification requirements contained in the above Section 2 MANDATORY REQUIREMENTS, of this RFSP and will qualify if it achieves a score equal to or in excess of the pass mark of 60%. Pass marks represent only what is minimally acceptable to the Embassy of Canada Development Section.
A Consultant's financial proposal is evaluated only if the technical component achieves a score equal to or in excess of the pass mark of 60%.
Only certain costs are considered in the financial evaluation. All personnel fees and salaries are considered, including fees for Canadian support staff and local professionals. As previously indicated reimbursable expenses will not be included in the financial evaluation but will be used to assist in the technical proposal evaluation. The reimbursable expenses are subject to negotiation with the selected Consultant.
The financial proposal with the lowest cost will be awarded the maximum number of points (200). The scores for all other financial proposals are calculated on a pro-rata basis. For example, if the proposed cost of Consultant "A" exceeds the lowest proposed cost (Consultant "B" by 10%, Consultant "B" will receive 200 minus 20 (10% of 200) or 180 points. If the proposed cost of Consultant "A" exceeds the lowest proposed cost (Consultant "A" by 100% or more, Consultant "A" will get zero (0) points. The sum of the technical score and the financial score is referred to as the adjusted technical score.
The Embassy of Canada Development Section reserves the right to verify all information included by a Consultant in its proposal. In all cases, the Embassy of Canada Development Section reserves the right to cancel this competition and request new proposals.

Appendix A
Project description and Terms of Reference
Canada Fund for Local Initiatives - Coordinator (China)
Canadian International Development Agency
1. Background

The Canada Fund for Local Initiatives or "Canada Fund" is supported by the Canadian Government through the Canadian International Development Agency (CIDA) and is administered through the Embassy of Canada in Beijing. For 2009-2010, the total budget for the Canada Fund is CAD$450,000.

The purpose of the Canada Fund in China is to support small-scale community-based projects addressing technical, economic, and social development issues. The Canada Fund works with established provincial/regional institutions, as well as other organizations in Gansu Province, Qinghai Province, Xinjiang Uygur Autonomous Region, Tibet Autonomous Region, Guizhou Province, and Sichuan Province. Projects in other areas of China are considered on a case-by-case basis.

2. Scope of Services

In order to implement the Canada Fund for Local Initiatives, CIDA wishes to engage a Consultant as the Canada Fund Coordinator, to be responsible for the overall coordination of the Canada Fund China program, i.e. managing the annual project funding cycle and ensuring that on-going and existing projects are monitored and evaluated; handling administrative tasks such as financial management, record keeping, and report preparation; and, also undertaking networking and outreach when possible.

2.1 Review and become familiar with the rules and regulations governing the Canada Fund and ensure that Embassy guidelines are up to date and implemented;

2.2 Review existing Canada Fund records and files to ensure that all documentation is maintained in an orderly fashion and that a proper accounting and records of previous Canada Fund programs exists;

2.3 Prepare material describing the guidelines and purpose of the Canada Fund and ensure that appropriate groups and organisations within China are aware of the support available through the Canada Fund;

2.4 Work with community groups, organisations, institutions and Ministries of the Peoples Republic of China to identify and select appropriate projects to be proposed for funding under the Canada Fund;

2.5 Assist the organisations, as required, to prepare project requests, including the necessary financial details;

2.6 Travel, as required, to proposed or actual project sites to review and evaluate project requests, projects in progress or projects that have been completed;

2.7 Act as a trouble-shooter, when required, and propose and implement remedial action;

2.8 Assist in the assessment of Canada Fund requests and prepare the necessary documentation, so that proposals can be reviewed and approved by the Canada Fund Committee;
2.9 Prepare all necessary end-of-projects reports, in the format required by CIDA;

2.10 Assist in responding to specific CIDA requests on the operation and control of the Canada Fund;

2.11 Retain the services of part-time sub-consultants, for example, a Program assistant, a Monitor, and Translator/Interpreter, to ensure that the overall objectives of the Canada Fund are achieved;

2.12 Financially manage the Canada Fund Program in accordance with the Guidelines for the Canada Fund for Local Initiatives;

2.13 Prepare and submit for approval a work plan covering one (1) Canadian fiscal year, from April 1 to March 31 of the following year. If part of the fiscal year has already passed, the workplan must cover the remainder of the fiscal year to March 31;

2.14 Respond to inquiries about the Canada Fund received from outside the Canadian Embassy, either in writing or verbally, as appropriate;

2.15 As required, provide advice and analysis to CIDA/DFAIT on policy issues and local conditions related to Canada Fund priorities;

3. Level of Effort
3.1 If only one individual is proposed for the assignment, it is estimated that the Consultant will require a commitment of approximately 420 days for the next two (2) years. If more individuals are being proposed for the assignment, the level of effort would have to be estimated accordingly.

4. Deliverables
The Consultant will prepare the following documents in accordance with standards identified by CIDA's Project Officer. These deliverables are to be prepared in English only, in a format to be agreed upon by the CIDA Project Officer, and submitted to CIDA's Project Officer electronically via e-mail. All deliverables are to be submitted on time, based on a schedule to be developed and mutually agreed upon by the Consultant and CIDA's Project Officer. Key deliverables include, but are not limited to:
4.1 Monthly work plan based on meeting convened between the Embassy Officer and the Consultant to identify and define the tasks to be completed for the following month and to review the work completed and in progress for the preceding month;
4.2 Task Assignment Document (TAD) for each proposed initiative will specify activities, expected outputs and/or deliverables, milestones, level of effort required, and estimated start and end dates;
4.3 Quarterly progress report based on the approved work plans and TADs. The report will highlight requests for services, tasks completed (shall include but not be limited to a list of projects approved, minutes of Canada Fund Committee meetings, end of project and/or Year-End reports, Canada Fund China Guidelines, etc.), innovative initiatives, lessons learned, key issues, variances to planned work and recommendations for follow-up;
4.4 Final Project Report detailing expenditures over the life of the project and overall results achieved;
4.5 Other reports as required.

Appendix B
Evaluation Grid
CANADA FUND FOR LOCAL INITIATIVES, CHINA PROGRAM
Evaluation Criteria Maximum Actual
points score
TECHNICAL COMPONENT
1. Expertise and Experience of the Consultant
Requirement 1: Consultant's Qualifications and Experience 100 ----
Requirement 2: Experience in Responsive Programming 100 ----
Requirement 3: Financial Management Experience 100 ----
Requirement 4: Experience in negotiating, contracting, coordinating 100 ----
work of others, report preparation and presentations.
2. Proposed Methodology
Requirement 5: Project Management 100 ----
Requirement 6: Level of Effort 50 ----
Requirement 7: Monitoring 50 ---
Requirement 8: Information and Communication Strategies 50 ----
Requirement 9: Promotion of the Project 50 ----
Requirement 10: Interview 100 ----

________________
TOTAL TECHNICAL COMPONENT 800 ----
(PASS MARK 480 POINTS) ________________
TOTAL FINANCIAL COMPONENT 200 ----
Requirement 15: Cost ________________
TOTAL TECHNICAL AND FINANCIAL COMPONENTS 1,000 ----

Form A
Mandatory Certifications

THIS FORM MUST BE COMPLETED, SIGNED AND ATTACHED IN WHOLE TO THE TECHNICAL PROPOSAL

I, the Consultant or I, a member of the consortium, joint venture or other type of association, hereby certify that I have read the Mandatory Requirements Section of the Request for Proposal and that I comply with the following requirements, which are described in that Section 2:

2.1 Conditions of Eligibility in DEVELOPMENT SECTION 102 - General Conditions (RFP) (including the Chinese Eligibility Requirements)
2.2 Financial Viability
2.3 Non-participation in Project Implementation
2.4 Validity of Facts
2.5 Anti-Corruption Declaration

Failure to sign this form and attach it in whole to the technical proposal
strictly in accordance with the signing procedures attached to this form
will result in rejection of your proposal.

_______________________________________ ____________________________________
Name of Individual, Corporation, Partnership, etc Name and Title of Authorized Signatory(ies)
(print or type) (print or type)

_______________________________________ Dated this __________ day of ___________
Signature(s) of Individual or
Authorized Signatory(ies)

NOTE: Where the proposal is submitted by a consortium, joint venture or other type of association, EACH member of the consortium, joint venture or other type of association must complete and sign a copy of this form which must be attached in whole to the technical proposal.

Form C
Identification and Level of Effort of Project Personnel

Individuals and Positions Personnel Category (1) No. of hours/ day No. Days Per Activity (2)
100 200 300 400 500 Total

Total

Remarks:

(1) Based on your proposal, you are to identify the category of the named individual or position in accordance with the following:
Local Professionals:
1 Local Consultant Employee
2 Local Professional Sub-Consultant or Sub-Contractor

(2) Please indicate the types of activities and days per activity in the columns below.
Form D

Resume

For the proposed consultant: a resume- not exceeding 4 pages must be presented, highlighting experience and including:
Proposed position:
Name and citizenship:
Education and pertinent dates and degrees received:
Language(s) spoken, read and written, and degree of proficiency in each category:
Length of service with current firm and status (permanent, temporary, contract employee, associate, etc.), if applicable
Is the candidate, or will the candidate be, a Former Public Servant in receipt of a Government pension and/or the beneficiary of a buy-out lump sum payment? If yes, provide details. Does/will the candidate comply with the provisions of the conflict of interest provisions contained in CIDA 102.
Present employer and position in the firm (if applicable):
Pertinent experience: A summary of the skills and experience that would be valuable and applicable to this project:
A history of employment and assignments (in reverse chronological order):
Service in and knowledge of developing countries:
Supportive experience: A summary of other skills and experience that could serve as background and be beneficial to this project:
List of publications/presentations, if applicable:
Membership in Associations:
The rationale for proposing individuals for their specific responsibilities:

Form E
Cost of Level of Effort (Canadian currency)

Responsible
Individuals (1) Positions (Level of Effort)

Estimated Days Inclusive Per Diem Rate Total Estimated Cost in Canada & the Recipient Country

Remarks:

(1) Based on your proposal, list all positions and the designated individual proposed in the methodology. Where the individual is not identified, list the position only.

Form F
Commitment to Participate in the Project

A copy of this Form F must be completed and signed by each individual who is named in the proposal as a project personnel member and who is not, on the date of submission of the proposal, an employee of the Consultant.

Where Form F is not provided with the proposal, CIDA will, in its evaluation, treat the proposal as though there was no one identified to carry out that specific element of the work.

I. REFERENCE
Project Title Consultant's name

I. GENERAL INFORMATION REGARDING INDIVIDUAL NAMED IN THE PROPOSAL
Family name Given name Telephone
Address
Field of expertise
Specify (in print or type) the activities and the component of the Project on which you will participate.

(If insufficient space, attach the requested information to this form.)

I. DECLARATION OF INDIVIDUAL
I herewith accept to work on the above project with the Consultant under the specific terms and conditions of the Project.

Name (print or type)