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THE UNITED REPUBLIC OF TANZANIA

MINISTRY OF FINANCE AND PLANNING

RE-ADVERTISED

REQUEST FOR PROPOSAL

FOR

PROVISION OF CONSULTANCY SERVICES TO PROVIDE TRAINING TO GAMD


STAFF ON ADOPTION OF INTERNATIONAL STANDARDS ON PHYSICAL
ASSETS MANAGEMENT (ISO 55000 SERIES) FOR THE MINISTRY OF FINANCE
AND PLANNING (VOTE 50)

Invitation for Proposal No: ME/004/2021-22/HQ/C/09

Issued on: 20TH JANUARY, 2022

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Table of Content
Invitation for Expression of Interest ................................................... iv

Section I: Instruction to Consultants………………………………… ... Sec. I

Section II: Terms of Reference………………………………………… Sec. II

Section III: Contract Agreement Form……………………………….. .. Sec. III


Section IV: Technical Proposal Submission Form ............................. Sec. IV
Section V: Proposal Securing Declaration Form ……………………. Sec. V
Section VI: Financial Proposal Submission Form…………………… Sec. VI

1. Services………………………………………………………… 1
2. Terms…………………………………………………………... 1
3. Payment……………………………………………………….. 2
4. Project Administration……………………………………… 2
5. Performance Standards………………………………………. 2
6. Confidentiality………………………………………………. 3
7. Ownership of Material………………………………………. 3
8. Consultant Not to be Engaged in Certain Activities……... 3
9. Insurance……………………………………………………... 3
10. Assignment…………………………………………………… 3
11 Law Government Contract and Language……………….. 3
12 Disputes Resolution………………………………………… 3

Section VII: Integrity……………………………………………………. .. Sec. VII

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THE UNITED REPUBLIC OF TANZANIA
MINISTRY OF FINANCE AND PLANNING

ME/004/2021-22/HQ/C/09

FOR

PROVISION OF CONSULTANCY SERVICES TO PROVIDE TRAINING TO GAMD


STAFF ON ADOPTION OF INTERNATIONAL STANDARDS ON PHYSICAL
ASSETS MANAGEMENT (ISO 55000 SERIES) FOR THE MINISTRY OF FINANCE
AND PLANNING (VOTE 50)

REQUEST FOR PROPOSAL(S) (RFP)

Date: 20th January, 2022

1. This has reference to the General Procurement Notice for the Financial Year
2021/2022 for this assignment which appeared in the Ministry’s and PPRA
websites; (www.mof.go.tz & www.ppra.go.tz) respectively. Also, it was published
in the Tanzania National electronic Procurement Systems website (www:
TANePS. go.tz) as well as advertised in the Tanzania Procurement Journal of the
Public Procurement Regulatory Authority.

2. The Government of Tanzania has set aside funds for the operations of the
Ministry of Finance and Planning during the Financial Year 2021/2022. It is
intended that part of the proceeds of the fund will be used to cover eligible
payment under the contract for Provision of Consultancy Services to Provide
Training to GAMD Staff on Adoption of International Standards on Physical
Assets Management (ISO 55000 Series) for the Ministry of Finance and Planning
(Vote 50).

3. The Ministry of Finance and Planning now invites proposal for Provision of
Consultancy Services to Provide Training to GAMD Staff on Adoption of
International Standards on Physical Assets Management (ISO 55000 Series) for
the Ministry of Finance and Planning (Vote 50).

4. The shortlisted Individual Consultants must provide information indicating


that they are qualified to perform the services by submitting updated CV’s,
description of similar assignments, experience in similar conditions and relevant
skills. Interested individual consultants must also submit Financial Proposal in
writing. This expression of interest has been addressed to the following short-
listed Consultants as shown on the next page: -

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i. M/S CPA Prof. Ganka D. Nyamsogoro (PhD);
ii. M/S Amon Raphael Makenya;
iii. M/S Gerald Magova;
iv. M/S Dr. Siasa Mzenzi;
v. M/S Dr. Ranger Philemon Kanani;
vi. M/S Dr. Gerald Zachary Paga Rinali;
vii. M/S Prof. John Isaac Mwita;
viii. M/S Dr. Maige Mwakasege Mwasimba;
ix. M/S Dr. Paul Maganga Nsimbila; and
x. M/S CPA Dr. Cosmas Simon Mbogela.

It is not permissible to transfer this invitation to any other Consultant(s).

5. You are requested to submit your written expression of interest, detailed


Curriculum Vitae (CV) and Financial Proposal of detailed CV and Financial
Proposal in writing. Your proposals shall be submitted online through Tanzania
National electronic Procurement System (TANePS) addressed to the Director,
Procurement Management Unit, Ministry of Finance and Planning, 5th Floor,
Government City- Mtumba, Treasury Street, P. O. Box 2802, Dodoma, Tanzania
on or before Friday 04th February, 2022 at 10:00 hour’s local time:

6. The opening of CVs shall take place immediately after the deadline for
submission and shall take pale online through TANePS.

7. A consultant will be selected in accordance with the procedures set out in the
Public Procurement Act No. 7 of 2011 as amended in 2016 and the Public
Procurement Regulations, 2013 – Government Notice No. 446 as amended in
2016 (hereinafter called Procurement Regulations).

8. CV’s shall be evaluated on the basis of the criteria shown in the Terms of
Reference. Only individual Consultants scoring above 80 points shall be
engaged to carry out the assignments during the financial year 2021/2022.

9. Prospective Individual Consultants are required to collect the Terms of Reference


online through Tanzania National electronic Procurement System (TANePS).

10. Any request for clarification with regard to this assignment shall be addressed to
the undersigned not less than seven days before deadline for submission. The
Client shall respond to clarifications received within three working days from the
date of receipt of query.

11. Late Expressions of Interest shall not be accepted for evaluation irrespective of
the circumstances.

Yours sincerely,

ACCOUNTING OFFICER (VOTE 50)


MINISTRY OF FINANCE AND PLANNING

Sec I. - 4
SECTION I: INSTRUCTION TO CONSULTANTS

Sec I. - 5
1. This TOR consist of the following documents:
o SECTION I: Instruction to Consultants
o SECTION II: Terms of Reference
o SECTION III: Proposed Contract Format
o SECTION IV: Technical Proposal Submission Form
o SECTION V: Proposal Securing Declaration Form
o SECTION VI: Financial Proposal Submission Form
o SECTION VII: Forms of Integrity

2. The expected duration of the assignment is Six (6) weeks from the date of
commencement.

3. You will find in Section II: Terms of Reference (ToR) showing the scope of the
assignment to be conducted and services requested from the short-listed
Consultants. You are expected to submit your: -

o consultant must comply with bid validity period of 120 days;


o submission of proposal securing declaration form
o submission of technical proposal submission form;
o Updated detailed CV; and
o Power of attorney.

In addition, please submit your Financial Proposal regarding the fees, (the
fees should be indicated either on daily basis or monthly basis) and
reimbursable if any.

4. The proposal to be submitted by the Consultants will be evaluated on the


basis of the CV and later, they will be classified by order of merit. The
following criteria will be used to evaluate the CVs.

S/No. Criteria Weights


1. This assignment requires an Individual Consultant with a 35%
minimum of master’s degree in the field of Procurement,
Finance and Accounting Management, Property Management
or any other related field.
2. Experience in training of international standards with at least 30%
two assignments of similar nature for the last five years.
3. Knowledge on International Standards for assets management. 15%
4. Registered with relevant professional body. 10%
5. Language proficiency. 05%
6. Knowledge of the country. 05%

The minimum score is 80 points.

5. The first individual consultant on the ranking shall then be contacted and if
available, fees and contract terms shall be negotiated. If an agreement is not
reached the next consultant by order of merit will be invited to negotiate and
so on until one of the short-listed Individual Consultants is definitively retained
for the assignment.

Sec I. - 6
6. The Consultant shall meet the cost of any insurance and/or medical
examination or treatment required in the course of performing the services.

7. If you decide to submit a proposal, it must be delivered online through


Tanzania National electronic Procurement System (TANePS) at or before
10:00 hour’s local time on Friday 04th February, 2022.

8. The consultant shall duly fill and submit integrity form in Section VII.

9. Individual consultants have the right to seek for review of procurement


decisions pursuant to Regulations 104 – 107 of the Public Procurement
Regulations 2013, Government Notice No. 446.

Sec I. - 7
SECTION II: TERMS OF REFERENCE

Sec. III - 8
TERMS OF REFERENCE FOR CONSULTANCY SERVICE TO PROVIDE
TRAINING TO GAMD STAFF ON ADOPTION OF INTERNATIONAL STANDARDS
ON PHYSICAL ASSETS MANAGEMENT (ISO 55000 SERIES)

1.0 INTRODUCTION
Ministry of Finance and Planning as a custodian of Government assets has
continued to undertake reforms in systems and processes that govern management
of Public assets. Thereof, in year 2009 Government Assets Management Division
(GAMD) was formed under the Ministry of Finance and Planning as a tool to ensure
provision of expertise and services towards enhancing transparency and
accountability in management of Government assets. One of the main division’s
functions is to develop, monitor, evaluate and review implementation of policy,
guidelines and standards relating to management of government assets.

In the year 2018/2019 Ministry of Finance and Planning through GAMD engaged
consultant to undertake situational analysis for the purpose of analysing the existing
situation and advise on modalities and determinant for adoption of International
standards on physical assets management. The study revealed, the current
practices of physical asset management regime needed to be improved so as to
significantly improve the quality of services rendered by the Government to the
taxpayers. Maintenance of assets register, asset maintenance, asset risks
assessment, and asset systems integration has continued to be amongst the major
challenges facing many of the Public Entities (PEs). Eventually, it has become not
possible to make proper asset management decisions in maximizing asset utilization
potential.

The observed mismanagement practices of the physical asset management resulting


in sub-optimization of value for money from the assets, hence obliged a need to
harmonize and internationalize the sets of procedures in managing public assets for
consistency of checks and balances by adopting International Standards for Physical
Assets Management. The International Standards for Physical Assets Management
adoption involve ISO 55000, ISO 55001 & ISO 55002.

The recommended modality for adoption of ISO 55000 series, among other things,
include imparting skills and knowledge to personnel by conducting intensive training.
Training will enhance better management of physical public assets by understanding
approaches for benchmarking, prioritization, developing auditable risk Management,
minimizing maintenance costs, optimizing public services delivery and improve
compliance with IPSAS, PEFA assessment requirements and other standards.

Hence, in financial year 2021/2022 GAMD through PFMRP support intends to


engage a consultant (individual/firm) to provide training to 50 GAMD staff with the
aim of equipping knowledge on ISO 55000 concept and develop skills and proper
mechanisms for smooth and effective assets management.

Sec. III - 9
2.0 OBJECTIVE OF THE TRAINING
The main objective of this training is to build capacity to GAMD staff in order to
enhance better management of physical public assets by understanding approaches
for benchmarking, prioritization, developing auditable risk Management, minimizing
maintenance costs, optimizing public services delivery and improve compliance with
IPSAS, PEFA assessment requirements and other standards.

Learning Objectives

a) To have a clear understanding and familiarity with the use of ISO 55000
standards in assets management;
b) To acquire analytical skills on how to integrate the requirements of the ISO
55000 series with the existing asset management system
c) To create a team of Champions who will spearhead the implementation
roadmap for adoption of ISO 5500 series.
d) To understand the statutory framework requirement on Public asset
management before and after the adoption.

3.0 SCOPE OF TRAINING


The training will cover ISO 55000 series that involves, but not limited to International
Standards for Physical Assets Management adoption ISO Series 55000, ISO 55001
& ISO 55002.
The training will be provided to 50 GAMD staff and will be conducted within the
country for the period of two (2) weeks.

4.0 TRAINING METHODOLOGY


The methodology proposed for this training is participatory approach including both
lectures, facilitations, interactive presentations and practical team activities that allow
participants to acquire the required competencies by addressing all the learning
points in a highly interactive approach. The Consultant may also propose the best
methodology to be applied that will be agreed and approved by the client.

5.0 TASKS TO BE PERFORMED


General tasks and responsibilities of Consultant;

The General task is to provide training to 50 GAMD Staff on International Standards


governing physical assets management (ISO 55000 series).

Specific tasks of the Consultant;

a) Review existing Domestic legal framework and guidelines on physical assets


management.
b) Review application of International standards on physical assets
management.

Sec. III - 10
c) Provide empirical experience of at least 3 African countries and 2 non-African
countries that have adopted ISO 55000 series and have best practice on
management of physical assets.
d) Prepare learning materials that will help to achieve the learning objectives and
make presentations to the trainees.
e) Prepare and submit training report on how the training objectives have been
achieved and action plan to roll out the knowledge acquired to other staff.

Tasks and Responsibilities of the Client

a) Provide necessary resources and inputs as per contract agreement to enable


the consultant accomplish the assignment.
b) Provide conference facilities and trainees allowances (subsistence and
incidental allowance).
c) Review and approve reports submitted by the consultants and facilitate
payments according to the contract terms.

6.0 EXPECTED OUTPUT/OUTCOME


At the end, Trainees will have equipped with adequate knowledge on Physical
Assets Management hence become Champions of ISO 55000 Series to lead smooth
and effective adoption of ISO 55000 Standards at GAMD.

7.0 QUALIFICATIONS OF THE CONSULTANT


This assignment requires an Individual Consultant with high experience and skills
with the following qualifications: -

a) A minimum of master’s degree in the field of Procurement, Finance and


Accounting Management, Property Management or any other related field.
b) Experience in training of international standards with at least two assignments
of similar nature for the last five years.
c) Knowledge on International Standards for assets management.
d) Registered with relevant professional body.

8.0 EXPECTED DELIVERABLES


The consultant will provide the following deliverables;

a) An inception report; The Consultant shall be required to submit an inception


report within two (2) weeks after commencement of the contract. The report
shall contain a summarized methodology to be used, a brief content to be
covered and training plan.

b) A final report, which includes training report and its assessment and shall be
submitted one week after training. The final report shall be submitted and
presented to the management two (2) weeks before expiry of the contract.

Sec. III - 11
9.0 TERMS OF PAYMENTS
Payments shall be made in the following terms: -

• Forty percent (40%) of the lump-sum amount shall be paid upon submission
and approval of Inception report.

• Sixty percent (60%) of the lump-sum amount shall be paid upon completion of
training, submission, presentation and approval of final report.

Sec. III - 12
SECTION III: CONTRACT AGREEMENT FORM

Sec. III - 13
Draft Contract Agreement Form
THIS CONTRACT AGREEMENT IS MADE THIS [insert date] day of [insert month
and year] between [insert name and address of the client] (hereinafter called “the
Client”) on the one hand and [insert name and address of the Consultant]
(hereinafter called” the Consultant”) on the other hand.

WHEREAS, the Client wishes to have the Consultant perform the services
hereinafter referred to as [insert brief description of the assignment] and WHEREAS,
the Consultant is willing to perform these services.

The following documents shall be deemed to form and be read and construed as
part of this Agreement;
1. This Contract Agreement;
2. The Client’s Notification of Award;
3. Agreed Terms of Reference (ToR); and
4. Minutes of the Negotiation Meeting.

NOW THEREFORE THE PARTIES hereby agree as follows: -

1. Services (i) The Consultant shall perform the services specified


in Terms of Reference, which is made an integral
part of this Contract (“the Services”).

(ii) The Consultant shall provide the personnel as


indicated in the agreed ToR to perform the
Services.

(iii) The Consultant shall submit to the Client the


reports in the form and within the time periods
specified in the agreed ToR.

2. Terms The Consultant shall perform the Services during the


period commencing [insert date] and continuing through
[insert completion date] or any other period as may be
subsequently agreed by the parties in writing.

A. Ceiling
3. Payment For Services rendered pursuant to the agreed ToR,
the Client shall pay the Consultant an amount of
[insert amount in currency words and figures] This
amount has been established based on the
understanding that it includes all of the Consultant’s

Sec. III - 14
costs and profits as well as any tax obligation that
may be imposed on the Consultant.

B. Schedule of Payments

The following payment schedule will be used: -


[insert payment schedule as in the ToR]

C. Payment Conditions

Payment shall be made in [insert currency] no later


than 30 days following submission by the
Consultant of invoices in duplicate to the
Coordinator designated in paragraph 4.

4. Project A. Coordinator
Administration
The Client designated [insert name of the
coordinator] as Client’s Coordinator; the
Coordinator will be responsible for the coordination
of activities under this Contract, for acceptance and
approval of the reports and of other deliverables by
the Client and for receiving and approving invoices
for the payment.

B. Reports

The reports listed in the agreed ToR, shall be


submitted in the course of the assignment, and will
constitute the basis of the payments to be made
under this Contract.

5. Performance The Consultant undertakes to perform the Services with


Standards the highest standards of professional and ethical
competence and integrity.

6. Confidentiality The Consultant shall not, during the term of this Contract
and within two years after its expiration, disclose any
proprietary or confidential information relating to the
Services, this Contract or the Client’s business or
operations without the prior written consent of the Client.

7. Ownership of Any studies reports or other material, graphic, software or


Material otherwise, prepared by the Consultant for the Client
under the Contract shall belong to and remain the
property of the Client. The Consultant may retain a copy
of such documents and software.

8. Consultant Not The Consultant agrees that, during the term of this
to be Engaged Contract and after its termination, the Consultant and any

Sec. III - 15
in Certain entity affiliated with the Consultant, shall be disqualified
Activities from providing goods, works or services (other than the
Services and any continuation thereof) for any project
resulting from or closely related to the Services.

9. Insurance The Consultant will be responsible for taking out any


appropriate insurance coverage.

10. Assignment The Consultant shall not assign this Contract or sub-
contract any portion of it without the Client’s prior written
consent.

11. Law Governing The Contract shall be governed by the laws of United
Contract and Republic of Tanzania, and the language of the Contract
Language shall be English.

12. Dispute Any dispute arising out of the Contract, which cannot be
Resolution amicably settled between the parties, shall be referred to
adjudication/arbitration in accordance with the laws of the
United Republic of Tanzania.

SIGNED FOR AND ON BEHALF


OF THE CLIENT:
In the presence of
........................................................... .................................................
Signature Signature
(Name).............................................. (Name)..........................................
(Occupation).................................... (Occupation).................................

CONSULTANT:

In the presence of

........................................................... .........................................................
Signature Signature
(Name).............................................. (Name)...............................................
(Occupation).................................... (Occupation).....................................
(Address).......................................... (Address)...........................................

Sec. III - 16
SECTION VI: TECHNICAL PROPOSAL SUBMISSION FORM
Technical Proposal Submission Form

[Location, Date]………..
To: [Name and address of Client]

Dear Sirs:

We, the undersigned, offer to provide the consulting services for [Insert title of
assignment] in accordance with your Request for Proposal dated [Insert Date] and
our Proposal. We are hereby submitting our Proposal, which includes the Technical
Proposal, and the Financial Proposal sealed under two separate envelopes1.

We are submitting our Proposal in association with: [Insert a list with full name
and address of each associated Consultant, also specify, whether they are in joint
venture or sub consultancy]2.

If negotiations are held during the period of validity of the Proposal, i.e.,
before the date indicated in Clause Reference 25 of the Proposal Data Sheet, we
undertake to negotiate on the basis of the proposed staff. Our Proposal is binding
upon us and subject to the modifications resulting from Contract negotiations.

We undertake, if our Proposal is accepted, to initiate the consulting


services related to the assignment not later than the date indicated in Clause
Reference 48 of the Proposal Data Sheet.

We also confirm that the Government of the United Republic of Tanzania has
not declared us, or any sub consultants for any part of the Contract, ineligible on
charges of engaging in corrupt, fraudulent, collusive or coercive practices. We
furthermore, pledge not to indulge in such practices in competing for or in executing
the Contract, and we are aware of the relevant provisions of the Proposal Document
(ITC Clause 3).

We understand you are not bound to accept any Proposal you receive.

We remain,

Yours sincerely,
Authorised Signature
[in full and initials]
Name of Signatory
Address
SECTION V: PROPOSAL SECURING DECALARATION FORM
Proposal Securing Declaration Form

Date: [insert date (as day, month and year)]


Tender No.: [insert number of tendering process]
Alternative No.: [insert identification No if this is a Tender for an alternative]

To: [insert complete name of Procuring Entity]


We, the undersigned, declare that:
We understand that, according to your conditions, proposals must be supported by a
Proposal Securing Declaration.
We accept that we will automatically be suspended from being eligible for tendering
in any contract with the Procuring Entity for the period of time as determined by the
Authority if we are in breach of our obligation (s) under the tender conditions,
because we:
(a) have withdrawn our proposal during the period of Proposal validity specified in
the Form of Tender; or
(b) having been notified of the acceptance of our Proposal by the Procuring Entity
during the period of Proposal validity, (i) fail or refuse to execute the Contract,
if required, or (ii) fail or refuse to furnish the Performance Security, in
accordance with the ITC 48.
We understand this Proposal Securing Declaration shall expire if we are not the
successful Consultant, upon the earlier of (i) our receipt of your notification to us of
the name of the successful Consultant; or (ii) twenty-eight days after the expiration of
our Proposal.
Signed: [insert signature of person whose name and capacity are shown] In the
capacity of [insert legal capacity of person signing the Proposal Securing
Declaration].
Name: [insert complete name of person signing the Proposal Securing
Declaration]

Duly authorized to sign the Proposal for and on behalf of: [insert complete name of
Consultant]
Dated on ____________ day of __________________, _______ [insert date of
signing]

Corporate Seal (where appropriate)


SECTION VI: FINANCIAL PROPOSAL SUBMISSION FORM
Financial Proposal Submission Form

[Location, Date]

To: [Name and address of Client]

Dear Sirs:

We, the undersigned, offer to provide the consulting services for [Inserttitle of
assignment] in accordance with your Request for Proposal dated [Insert Date] and our
Technical Proposal. Our attached Financial Proposal is for the sum of [Insert amount in
words and figures]. This amount is exclusive of local taxes, which we have estimated at
[insert amount in words and figures].

Our Financial Proposal shall be binding upon us subject to the modifications resulting
from Contract negotiations, up to expiration of the validity period of the Proposal, i.e. before
the date indicated in Clause Reference 25 of the Proposal Data Sheet.

Commissions and gratuities, if any, paid or to be paid by us to agents relating to this


Proposal and Contract execution, if we are awarded the Contract, are listed as follows:

Name and Address of Agents Amount Purpose of commission or


gratuity

We also declare that the Government of the United Republic of Tanzania has not
declared us, or any sub-Consultants for any part of the Contract, ineligible on charges of
engaging in corrupt, fraudulent, collusive, or coercive practices. We furthermore, pledge not
to indulge in such practices in competing for or in executing the Contract, and are aware of
the relevant provisions of the Proposal Document (ITT Clause 3).

We understand you are not bound to accept any Proposal you receive.

Signed
Name
In the capacity of:
Date:
SECTION VII: INTEGRITY
Undertaking by Consultant on Anti – Bribery Policy / Code of Conduct and
Compliance Programme

Each Consultant must submit a statement, as part of the tender documents, in the
format provided below, which must be signed personally by individual consultant.

MEMORANDUM

UNDERTAKING BY CONSULTANT ON ANTI – BRIBERY POLICY / CODE OF


CONDUCT AND COMPLIANCE PROGRAMME
(Made under Regulation 78 (2))

I ___________________ (name of consultant) have issued, for the purposes of this


proposal, a Compliance Program copy attached -which includes all reasonable steps
necessary to assure that I will comply to the No-bribery commitment given in this
statement, as well as by all third parties working with me on the public sector
projects or contract including agents, consultants, consortium partners,
subcontractors and suppliers')"

Signature:

Name of Consultant:

Address:

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