Foreword - Standard Request for Proposals (SRFP)

Aug 31, 2026

Foreword explains that the Standard Request for Proposals (SRFP) prepared by the Caribbean Development Bank (the Bank) is built on the Master Procurement Document for Selection of Consultants and reflects recognized best practices. It confirms the SRFP structure generally follows the Master Document, with modifications driven by specific institutional considerations. It outlines how different selection methods (QCBS, QBS, FBS, LCS) may be used, and clarifies when the SRFP is not required or may be simplified, including guidance on technical proposal formats and contract forms.

LanguageEnglish

CategoryLetters

FormatDOCX

Pages76

Reading Time27 min

AccessFree to download

Foreword

Purpose and Basis

Applicable Selection Methods

When SRFP Is Not Required

Contract and Technical Proposal Formats

Guidance Notes to the Client

Procurement Contact Information

Summary Description

Standard Request for Proposals

Part I – Selection Procedures and Requirements

Section 1: Letter of Invitation

Section 2: Instructions to Consultants and Data Sheet

STANDARD BIDDING DOCUMENTS Request for Proposals Consultancy Services Caribbean Development Bank November 2019 Foreword This Standard Request for Proposals (“SRFP”) has been prepared by the Caribbean Development Bank (“Bank”) and is based on the Master Procurement Document for Selection of Consultants (“Master Document”). The Master Document was prepared by participating Multilateral Development Banks (“MDBs”) and reflects what are considered “best practices”. This SRFP follows the structure and the provisions of the Master Document, except where specific considerations within the respective institutions have required a change. This SRFP can be used with different selection methods described in the Procurement Procedures for Projects Financed by CDB dated November 2019 i.e., Quality- and Cost-Based Selection (“QCBS”), Quality-Based Selection (“QBS”), Selection under a Fixed Budget (“FBS”), and Least-Cost Selection (“LCS”). When mandating the use of this SRFP on the implementing agency, however, primary consideration should be given to the complexity and value of the assignment. The use of this SRFP is not required for selections conducted under Alternative Procurement Arrangements (APAs), commercial practices, single source selection (SSS) and in the case of entering into an agreement with a United Nations agency and other International and Regional organisations in a format approved by the Bank. For Selection Based on Consultant’s Qualifications (“CQS”) or assignments under any selection method costing less than USD150, 000, equivalent relevant elements of this SRFP may be used and further simplified for the purpose of the particular assignment. This SRFP is for use by Recipients of CDB Financing (“Recipients”) only and shall not be used for selection of consultants under contracts signed between consultants and the Bank. Before preparing a Request for Proposals (RFP) for a specific assignment, the user must be familiar with the Procurement Policy for Projects Financed by CDB and the Procurement Procedures for Projects Financed by CDB and must have chosen an appropriate selection method and the appropriate contract form. The SRFP shall include the appropriate form of contract in Section 8. Unless otherwise agreed with CDB, for higher value and more complex assignments, the form of contract utilised shall either be the large form of contract for time-based assignments or the large form of contract for lump-sum assignments. Alternatively, for lower value and less complex assignments, the simplified form of contract, which can be amended for use with either time-based or lump-sum assignments, should be used. The decisions on whether to use the large or simplified forms of contract is dependent on the complexity, risk and value of the contract and shall be determined on a case-by-case basis. The aforementioned forms of contract can be found on the procurement section of CDB’s website. This SRFP provides for two formats for the Technical Proposal: Full Technical Proposal (FTP) and Simplified Technical Proposal (STP). The STP is encouraged when (a) the assignment is unlikely to have any downstream impacts or (b) the assignment is of a routine, straightforward or simple nature or (c) the Terms of Reference defines in detail the tasks the consultant has to compete and the estimate for the assignment is of a relatively low value. The text shown in Italics is “Notes to the Client”. It provides guidance to the entity in preparing a specific RFP. “Notes to the Client” should be deleted from the final RFP issued to the shortlisted Consultants. If the user has questions regarding the use of this RFP, the appropriate Bank official should be consulted. To obtain further information on procurement under CDB-financed projects, contact: Procurement Policy Unit Caribbean Development Bank P.O. Box 408 Wildey, St. Michael Barbados Email: HYPERLINK "mailto:procurement@caribank.org" procurement@caribank.org Website: HYPERLINK

FAQs

What is the SRFP and what document is it based on?

The SRFP is a Standard Request for Proposals prepared by the Caribbean Development Bank. It is based on the Master Procurement Document for Selection of Consultants, which reflects best practices.

Which selection methods can use this SRFP?

The SRFP can be used with QCBS, QBS, FBS, and LCS, as described in the procurement procedures dated November 2019. The implementing agency should still consider the complexity and value of the assignment.

When is the SRFP not required or only elements may be used?

The SRFP is not required for selections under Alternative Procurement Arrangements, commercial practices, single source selection, or when contracting with a United Nations agency or other international/regional organizations in an approved format. For CQS or very low-cost assignments (costing less than USD150,000), relevant elements may be used and simplified.

Aug 31, 2026

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