Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Central Tender (74/2011)
Development of Long Term National Transport Strategy for
the Hashemite Kingdom of Jordan
Request for Proposal
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Index
Section 1 – Letter of Invitation...................................................................................
Section 2 – Terms of Reference..................................................................................
Background information.........................................................................................
Objectives, Purpose & Expected Results............................................................
Assumptions & risks............................................................................................
Scope of the work...................................................................................................
Specific activities..................................................................................................
Project management.............................................................................................
Logistics and timing.............................................................................................
Requirements.........................................................................................................
Reports....................................................................................................................
Monitoring and evaluation..................................................................................
Instruction to Bidders………………………………………………………………
Section 3 – Technical Proposal – Standard Forms.....................................................
TECH-1 Technical Proposal Submission Form.................................................
TECH-2 Comments or Suggestions on the Terms of Reference and on
Counterpart Staff and Facilities to be Provided by the Client..........................
TECH-3 Description of the Approach, Methodology and Work Plan for
Performing the Assignment.....................................................................................
TECH-4 Team Composition and Task Assignments........................................
TECH-5 Curriculum Vitae (CV) for Proposed Professional Staff...................
TECH-6 Staffing Schedule......................................................................................
TECH-7 Work Schedule.......................................................................................
Section 4 – Financial Proposal – Standard Forms...................................................
FIN-1
Financial Proposal Submission Form..................................................
FIN-2
Summary of Costs..................................................................................
FIN-3
Breakdown of Costs by Activity.............................................................
FIN-4
Breakdown of Remuneration...................................................................
FIN-5
Reimbursable expenses..........................................................................
Section 5 – Standard Forms of Contract......................................................................
Form of Contract.....................................................................................................
General Conditions of Contract...........................................................................
Special Conditions of Contract............................................................................
Appendices.............................................................................................................
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Central Tender (74/2011)
Development of Long Term National Transport Strategy
for the Hashemite Kingdom of Jordan (RFP)
Section 1 : Letter of Invitation
Dear Mr.......................
1. The Ministry of Transport through the Government Tenders Directorate (GTD) now
invites The Pre – Qualified Short-Listed Firms to provide proposals for consulting
services for the Development of Long Term National Transport Strategy
for the Hashemite Kingdom of Jordan . Details on the services are provided in the
Terms of Reference.
2. The RFP can be downloaded from the GTD website starting on Monday March 5th ,
2012 .
3. The RFP includes the following sections:
Section 1 – Letter of Invitation
Section 2 – Terms of Reference and Instructions to Bidders.
Section 3 – Technical Proposal – Standard Forms
Section 4 – Financial Proposal – Standard Forms
Section 5 – Standard Forms of Contract.
4. Short listed Firms are requested to inform GTD in writing at the following address
that they received the Letter of Invitation or downloaded the RFP Document and
whether they will submit a proposal or not :
H.E Mohammad Khaled Alhazaimeh
General Director
Government Tenders Department
Ministry of Public Works and Housing
2nd Floor
8th Circle/ King Abdullah II Street
Amman-Jordan
Tel: +962 6 5858311,12,13
Fax: +962 6 5857583 and +962 6 5857639
E-mail : r-biddings@gtd.gov.jo
Website : www.gtd.gov.jo
A copy to the Beneficiary address:
H.E. Laith Dabaneh
Secretary General
Ministry of Transport
Saád Ben Abi Waqqas Street
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
P.O.Box. 35214
Amman-11180 Jordan
Tel. +962-6-5518111 / Fax.+962-6-5527233
E-mail: LDababneh@mot.gov.jo
5. Any enquires shall be received not later than Monday March 19th , 2012 in writing ,
fax or e- mail , to the Government Tenders Directorate (GTD) at address listed above
. No enquiries will be responded to after that date .
6. The two parts of the proposal ( Technical and Financial ) should be wraped and sealed
seperatly and clearly marked as follows :

Tender No. ( 71/2011 ) / Technical Proposal

Tender No. ( 71/2011 ) / Financial Proposal
7. Bidders are requested to keep follow up (GTD) official web site as all enquiries will
be responded to in a form of addenda published at (GTD) web site listed above .
8. The Employer has the right to cancel the Tender without bearing any financial or
legal obligations.
9. Afirm will be selected under Quality –and Cost – Based Selection method , as per the
procedures described in this RFP.
10. Offers shall be deposited in the Tenders Box at the offices of the Government
Tenders Directorate (GTD) NOT later than 12:00 hrs Jordan local time on Monday
April 2nd , 2012 and the Technical offers will be publicly opened at 15: hrs Jordan
local time , at the same date mentioned above , and it will be transmitted live at GTD
website .
Yours sincerely ,
Chairman of the Central Tender Committee
General Director
Eng. Mohamad Khaled Alhazaimeh
Cc: H.E. Minister of Transport
Cc: Biddings Director
Cc : Internal Monitoring Unit Director
Cc : Central Tender No.(74/2011 ) File
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Section 2
Terms of Reference and Istructions to bidders
Project Particulars
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Project Title
: Development of Long Term National
Transport Strategy for the Hashemite
Kingdom of Jordan
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Project Location
: Hashemite Kingdom of Jordan
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Sector / Subsector
: Transportation / All Subsectors
Land, Rail, Aviation, Maritime and Ports
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Implementing Agency
: Ministry of Transport
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Beneficiaries/End Users
: The direct beneficiary is the
Government of Jordan represented by
the Ministry of Transport
BACKGROUND INFORMATION
BENEFICIARY COUNTRY
The beneficiary country is the Hashemite kingdom of Jordan.
CONTRACTING AUTHORITY
The contracting Authority will be Ministry of Transport (MoT) of the Hashemite Kingdom of
Jordan.
RELEVANT COUNTRY BACKGROUND
Trade and transport facilitation program
As a mean of support to the Jordanian government’s policy on economic development and
growth, a Trade and Transport Facilitation (TTF) Programme was designed and approved by
the European Union. The overall objective of the TTF Programme is to contribute to Jordan’s
integration into the global economy by reducing trade-related costs and developing a multimodal transport sector that maximises efficiency, is environmentally sustainable and
improves exporter’s competitiveness.
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The specific objective of the TTF programme is to build on and support initiatives from the
National Committee for Trade and Transport Facilitation (NTTF) to improve the
competitiveness of Jordanian exports. Through an enhanced dialogue between the Jordanian
Administration and the trading community, the aim is to develop a more supportive
environment in the areas of trade, customs and transport.
With regard to border points and customs facilities, the TTF Programme aims to improve
existing services through better collaboration between agencies and other entities involved in
border inspections and customs procedures. This includes initiatives to improve border
crossing infrastructure at the port of Aqaba, which accounts for some 70% of Jordan’s trade
imports, and inland border crossings especially with Syria, Saudi Arabia and Iraq. It also
involves simplifying procedures through the establishment of the Single Window at all
border crossings; the expansion of the Golden List of companies allowing for rapid transit
through customs; developing more intense regional cooperation with neighbouring countries
to harmonise procedures and accelerate transit and to provide essential training and
equipment.
In the transport field, the purpose of the TTF Programme is to support Jordan’s long–term
priorities for developing an efficient and environmentally sound multi-modal transport
system. Particular attention will be given to stimulating private sector investment through
PPP arrangements especially in the rail sector; by reinforcing the regulatory framework (civil
aviation, road transport, maritime and rail); by supporting the maintenance of the main
primary routes; and by improving the efficiency and performance of the sector to facilitate
penetration of the European and global export markets.
This TTF programme provides Euro 33 million in support to Jordan, the bulk of which (Euro
27 million) is directed to budget support. The remaining funds are partly devoted to
providing Technical Assistance (TA) to the Ministry of Transport in addressing issues and
needs associated with restructuring and strengthening the Ministry. More specifically, the TA
includes assistance in strategy and capacity building, establishing a Secretariat to support the
National Committee for Trade and Transport Facilitation and the development of a
comprehensive training programme for Ministry of Transport staff, members of the
Technical Committee and members of the Secretariat. In addition, the TA mandate includes
the drafting of Terms of Reference for a number of studies addressing topics identified within
the National Transport Strategy (2009-2011) mentioned above. The research and resulting
studies are important to the Ministry of Transport for the evolution and development of its
policy work and in particular in the eventual creation of a Long Term National Transport
Strategy.
Within the framework of Jordan’s National Agenda, a clear trade strategy is elaborated
focusing on better co-ordination, regulatory and legislative improvements, simplification of
customs procedures and improved market access.
The long Term National Transport Strategy (also referred to as JLTNTS) envisaged, shall be
developed in the context of the promotion and facilitation of trade and the contribution of the
transport sector towards national economic development. Particularly in Passengers’
transport context, the JLTNTS will aim at improvement of the transport services for the
citizens through economic, safe and efficient operation.
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Regional Dimension and its impact on Jordan
In the framework of trade liberalisation; this has been at the core of Jordan’s policy. Jordan,
as a member of the World Trade Organization (WTO) has actively sought the development
of trade links through preferential agreements. The association agreement with the European
Union foresees the establishment of an EU/Jordan free trade area. Jordan is also a partner in
the Greater Arab Free Trade Area (GAFTA), it has concluded Free Trade and Qualified
Industrial Zones Agreements with the USA, the Agadir Agreement with Arab Mediterranean
Countries and free trade agreements with EFTA and Singapore.
In addition, Jordan is integrated in the LOGISMED initiative, connecting the countries of the
North African Arab countries and the countries of the Middle East to Europe, based on the
Motorways of the Sea concept and extended to the hinterland by logistics platforms.
Within the regional context, JLTNTS has to adequately consider potential effects of different
scenarios for the development of the regional transport network and the transport flow
impacts on Jordan’s transport infrastructure. The JLTNTS shall be responsive to the
development options.
CURRENT STATE OF AFFAIRS IN THE RELEVANT SECTOR
Current status and challenges
While transport capacities in Jordan and the region have in general increased in order to
respond to increased levels of trade, there remain considerable problems and bottlenecks.
Modernisation of the transport sector has been identified as a major requirement for
expansion of the economy and a series of measures have already been taken to address
constraints. The Council of Ministers established National Trade and Transport (TTF) in
2003 and Technical Committees (2005) to deal with the facilitation of Trade and Transport in
a more effective manner.
Trade and transport liberalisation has been at the core of the Jordanian government’s policy
mandate which includes the specific objective of opening up the economy to foreign trade
and attracting investment. Jordan hosts regional key position for the transport sector. Being
aware of this, the Government of Jordan is increasingly deploying the use of information
technologies, entering into international trade agreements and working on improving the
cross border systems and procedures.
The transport sector in Jordan is witnessing major changes. The most important of which is
the liberalisation of transport policies and the increased private sector involvement in
transport service delivery. In this paradigm, the public sector has a major role to play in
ensuring transport safety, monitoring the condition and performance of the transport system,
and setting sector policies. The private sector has the responsibility for providing the
services.
The Government of Jordan (GoJ) has decided to organise the transport sector as follows:
-
The elaboration of policies and the monitoring of their implementation should be
carried out by the Ministry of Transport (MOT)
The regulatory functions such as the publication of safety rules for the transport
sector, the publication of operating rules, the licensing of transport operators, the
licensing of specialised personnel (such as air pilots) should be carried out by
autonomous regulatory bodies
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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RFP
The operation of freight and passengers transport should be done by private transport
companies
A number of regulatory bodies have been established, including the following:
Land Transport Regulatory Commission (LTRC)
Civil Aviation Regulatory Commission (CARC)
Jordan Maritime Authority (JMA).
Responsive to the sector organization, key drivers for developing a strategic and
comprehensive capacity building programme at the Ministry of Transport include:
-
Increased Jordan international competitiveness in infrastructural projects in general
and transport sector in particular
- Globalisation and continued growth in the level of international trade
- Heightened international awareness of the costs associated with complying with
inefficient trucking systems and border formalities
- Increased investment by the private sector in the transport sector infrastructure
(railway systems, modern logistics, inventory control, manufacturing and information
systems)
- Increased use and availability of new information and communication technologies
- Greater policy and procedural requirements directly associated with international
commitments (e.g. WTO-World Trade Organisation)
- Increased international competition for foreign investment
- Proliferation of regional trading agreements which significantly increase the
complexity of administering border formalities and controls
In 2008, a 3 year National Transport Strategy was created to cover the period 2009-2011.
This was approved by the Cabinet. This document identifies key actions that need to be taken
in order to develop an efficient, sustainable and competitive transport system that supports
national trade priorities and initiatives. Furthermore, a Trade and Transport Facilitation
strategy was developed within the overall Strategy.
A long term transport strategy for Jordan is crucial for providing an integrated base for
transport’s contribution to sustainable economic growth in the country within its regional
dimension. For this, the long term national transport strategy (JLTNTS) shall consider the
regional transport networks and its impact on the Jordanian network. It shall also cover
freight and passenger services for all modes. In a related context, a Data warehousing project
is currently (April 2011) being launched for the establishment of a Transport Data
Warehouse at the Ministry of Transport. The related contract is expected to commence in
spring 2012.
Institutional set up
The Transport sector in Jordan has a fairly modern institutional set up with a Ministry of
transport and modal administration as mentioned above.
Jordan has been proactive in establishing a number of regulatory bodies separate from the
transport operators and these include the Civil Aviation Regulatory Commission (CARC),
the Land Transport Regulatory (LTRC), the Jordan Maritime Authority (JMA) as well as the
Aqaba Special Economic Zone Authority (ASEZA). The Ministry of Transport retains the
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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policy function. The roads administration role is kept at the Ministry Public Works and
Housing.
Current analysis shows that there is maybe a considerable overlap between the institutional
and functional objectives of the operator, the regulator and the policy maker particularly in
the maritime sector and lack of coordination in other sectors such as transport safety issues
and at the transportation planning level. In addition, recent analysis show that the major
challenge at the Ministry of Transport is the lack of adequate resources to fulfil the
responsibilities attributed to the Ministry of Transport particularly in the areas of long term
planning.
The transport Infrastructure
According to the transport strategy 2009 - 2011, the transport infrastructure in Jordan can be
summarized as follows:
-
-
One sea port located in Aqaba on the Red Sea.
Two railway corporations, the Aqaba Railway Corporation (ARC) which transports
phosphate and other mining product from the mines to the port of Aqaba and the
Jordan Hijaz Railway Corporation (JHRC) which is not in operation for the time
being
A road network totaling 8 000 km
Main road 3 440 km (including a four lanes highway between Aqaba and Amman)
Side road 2 127 km
Rural road 2 435 km
-
Three international airports (Queen Alia International, Amman International and King
Hussein International)
There exists an international rail connection between Jordan and Syria, which is presently not
in operation, all the international connections, including with Syria are by road.
Except for the transport of some phosphate (which is done by rail on the ARC), all transport,
national and international, is made by road.
The construction of a railway network is planned for the near future. Dry Ports and Logistics
centres do not exist in the Hashemite Kingdom of Jordan at the moment although there are
some projects working and in the pipeline (Logistics Village Aqaba, installations of private
companies around Amman).
The Highway Sector
The Ministry of Public Works and Housing (MoPWH) is the government body entrusted
with the national roads ownership, their construction, maintenance and rehabilitation.
MoPWH is preparing a master plan for roads rehabilitation financed by EBRD. It focuses on
creating a system for roads network to match the demand with a horizon of 2030. The Master
plan due date was September 2011. Within this study, a demand forecast model has been
created for the roads network for passengers and freight. Also within this master plan, a GIS
database and data warehouse for traffic counts on the national roads network has been
developed. The transport model was created in 2011 and could be used for the long term
strategy purposes.
While the police is responsible for the collection of accidents and black spot data, a system
for processing these data and work stream towards elimination of the black spot is not
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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institutionalised and is urgently needed. For this, a joint program with the police, Ministry
Public Works and Housing and Ministry of Transport need to be developed to form a
national transport safety program. Ministry Public Works and Transport lacks a concept for
traffic safety in the kingdom. An institutional set-up needs to be put in place with clear
responsibilities distribution and work stream.
The Railway sector
Within the country, efforts are underway to promote investment and modernise the transport
infrastructure of Jordan. Studies for an ambitious Jordan National Railway Network Project
have been prepared as a national master plan for Railways. The proposed railway network
will link the port of Aqaba and the whole country to the existing or planned railway networks
in Syria, Saudi Arabia and the Gulf and Iraq, respectively. The total length of the planned
network is about 1,000 km.
Maritime and Ports Sector
Jordan has one port on the Gulf of Aqaba, the port of Aqaba. The port has a private sector
operated container terminal and a logistics village. In addition further terminals are
operational. The port corporation is being privatised and acts as port operator. However it is
co-owned by the Aqaba Development Corporation. A major development is the relocation of
the main port to the south which may induce substantial change in the volumes of goods
transported through Aqaba by some 70%. Also the container terminal is expecting substantial
increase in its throughput within the next decade.
The Maritime sector in Jordan has experienced an institutional reform. The policy making
level is represented at the Ministry of Transport; the regulatory level is operational as
Jordanian Maritime Authority (JMA).
The Jordan Maritime Authority was created by Royal Decree in 2002 for regulating,
supervising and developing the maritime sector including all transport modes. The Law was
established in 2006 and amended in 2008.
The operation is entirely privatized, be it on land side or on sea side. Current analysis show
that the institutional set up suffers from understaffing and lack of coordination mechanism.
For example the search and rescue function resting within the royal navy, seem to be
inadequate to deal with possible S+R operations in the Gulf. Many activities entrusted to the
Harbour Master functions seem to be inefficiently exercised. This issue must be addressed on
a short term action plan. Also some conflicts in responsibilities are surfacing at times due to
the special laws governing the areas of Aqaba where the only port is located.
A study was conducted for the distribution of responsibilities and capacity building (see
Arabic name below)
‫دراسة إعادة التوزيع الهيكلي و الرقابي و تطوير العنصر البشري و دراسة الهيكلة و توزيع األدوار‬
Logistics
Logistics has become recently important in Jordan to increase the added value and impact of
the transport sector on the national economy. This is underlined by the premium geographic
location of Jordan. The government has supported the private sector in building up logistics
facilities around the country. Besides Aqaba Special Economic Zone (ASEZ), development
zones are being established on the basis of a special law regulating their legal status and
incentives for tenants; the most progressed being the King Hussein Bin Talal Development
Area at Al Mafraq.
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The GoJ is in the process of launching a pre-feasibility study for the implementation of Dry
Ports and Logistics centres in the kingdom. The results of this study will be of particular
importance for the transport strategies to be prepared under this contract.
Aviation Sector
Jordan civil aviation regulatory commission (CARC) - http://www.carc.jo/ is entrusted with
all regulatory functions of the civil aviation sector. The airports of the kingdom have been
commercialized and also the national carrier Royal Jordanian was commercialized. The
government retained 26% of the ownership. The sector development plans are ambitious and
foresees an increase of the passengers to develop from currently 5.5 million passengers to
reach 12 million by 2017.
The European Union and Jordan signed on 14 December 2010 a comprehensive air services
agreement which will open up and integrate their respective markets, strengthen cooperation
and offer new opportunities for consumers and operators.
The agreement will establish a "Euro Mediterranean Aviation Area" between Jordan and the
EU based on common rules and a liberalisation of the air markets. The signing reflects the
substantial deepening of the EU–Jordan relationship, which has now culminated in an
"advanced status partnership" and a new ENP Action Plan.
The Civil Aviation Regulatory Commission (CARC) is currently preparing a draft strategy
for civil aviation to be submitted to Ministry of Transport for approval to cover 2012-2014.
Regional Impact
Jordan needs to reinforce its cooperation between countries in the region namely Lebanon,
Syria and Turkey. It is assumed that Turkey’s Transport Legal Framework is in line with the
EU Directives. In this perspective, Jordan may require to align its legal framework to be in
line with Turkey and EU Directives too, particularly in the areas of access to the
transportation profession, drivers’ working hours, safety and security issues.
As a matter of fact, Syrian Minister of Transport on Jan 5, 2011 signed with his Jordanian,
Lebanese and Turkish counterparts in Amman minutes of the first quartet meeting to boost
cooperation and integration among their countries in the field of transport. In this
perspective, the quartet pointed out that the meeting aims at developing the regional transport
policy and enhancing various types of transportation in addition to developing regional
infrastructure plans for transport and adjusting legislations and regulations to comply with
the European Union and international standards.
Moreover, earlier, meetings of transport ministers of Syria, Jordan, Lebanon and Turkey
kicked off in Amman to crystallize the formula of the proposed partnership for holding
economic and trade partnership council in the four countries. Jordanian Minister of Transport
said holding this quartet partnership aims at deepening the complementary economic
relations and establishing a free trade zone.
Some of the major regional factors of far reaching importance for Jordan are the
developments in Iraq, Saudi Arabia and the Gulf region where large transport infrastructure
projects are on the way, creating new possible corridors and connections between the Gulf
region, the Mediterranean and Europe. In fact, a new railway network is being created on the
Arab peninsula; the port and road infrastructure is being enlarged and extended.
A major impact on the Jordanian transport arises from the Syrian port. It seems that a
considerable amount of import and export is made through Syrian port. This effect must be
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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scrutinized by the Consultant and develop options to cope with this fact. Also the Iraqi
market has significant impact on the Jordanian network as a transit route to and from the red
sea.
In a relevant track, the Economic and Social Committee for Western Asia (ESCWA) has
been working over several years on the development and improvements of the inter-regional
transport among its member states, which also includes Jordan. In 2007 and based on request
from the Arab league, ESCWA has put together an “Integrated Transport Strategy”. Within
this Strategy, Jordan is a member in the Inter-regional Linkage for Trade and Transport
facilitation and border crossing. Also, ESCWA has supported a memorandum for railway
network, Agreement on international Roads in the Arab Mashrek, MoU for Maritime Links
in Arab Mashrek. Currently ESCWA is working on a study on action plan for joint customs
union between Jordan and Egypt. ESCWA is interested to cooperate with the team
developing the JLTNTS and obtain feedback on Jordan’s long term networks development
and trade facilitation plans.
RELATED PROGRAMMES AND OTHER DONOR ACTIVITIES
European Commission
The EU is a key actor in the transport sector in the region, thanks to its continuous support to
the sector, Trade and Transport Facilitation instruments and the close coordination with other
donors' initiatives and international financing institutions. The Commission is supporting the
GoJ through a budgetary support program to enable the sector reform implementation.
USAID
Within the five-year Fiscal Reform II project (FRP II) sponsored by USAID, one of the
project goals is to ease the flow of goods across Jordan’s borders in working with Jordan
Customs.
EIB / EBRD
EIB has prepared a detailed study about the future development of logistics platforms
throughout the region in 2010. This study, financed by the FEMIP (Facility for EuroMediterranean Investment and Partnership) Trust Fund, proposes to establish a network of
Euro-Mediterranean logistics platforms covering all the Mediterranean Partner Countries, the
LOGISMED network, aimed at helping to develop a private sector-friendly environment.
This proposal, which forms part of the Euro Med Transport programme, provides for the
creation of centres of excellence in logistics management, with the public authorities playing
a support and coordination role.
The EBRD is currently supporting the Ministry of Public works and Housing in developing a
master plan for the Kingdom’s highway network.
The World Bank Group
The World Bank, mainly involved in the energy and ecology sectors in Jordan, has recently
prepared the Mashreq Trade Facilitation and Infrastructure Regional Project with
recommendations for future improvement of the situation in the sector. In each of the
Mashreq countries, the Project aims to provide a combination of technical assistance,
equipment and civil works, around the themes of: (i) policy and regulatory trade and
transport facilitation measures; (ii) institutional capacity building and strengthening; (iii)
skills and technology development; as well as (iv) strategic infrastructure investments to
develop efficient rail-road corridors. Within these four main components the following topics
were covered:
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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Modernization and harmonization of Customs and related services
Regulation and competitiveness of logistics and transport services
Regional Technical Cooperation Strengthening
Business Plan for the North South railway
Study of the design and implementation of a Mashreq Trade Corridor Management
Agency
Upgrading and expansion of Border crossing facilities
Upgrading of roads in the north south corridor
Upgrading of roads in East –West corridors
Technical studies and ESIA of the major investments
-
OBJECTIVES, PURPOSE & EXPECTED RESULTS
OVERALL OBJECTIVES
The overall objective is to provide the GoJ with an integrated, long term national transport
strategy for efficient development and management of the transport sector. The strategy is to
ensure the efficient contribution of the transport sector meeting the national development
objectives.
Developing Jordan’s National Transport strategy will enable the Government of Jordan to set
forth the government’s priorities in the transport sector development taking the regional
impact into consideration. All transport modes—road, rail, maritime, pipelines and air are
covered in the scope of the national transport strategy to encourage an economic efficient
allocation of investment and other resources.
The Planning horizon for the development of the JLTNTS will be 10-20 years. The
Consultant shall coordinate with the beneficiary to identify the national planning scenarios
and chose in coordination with Ministry of Transport the target year in the course of the study. The JLTNTS
shall be updated periodically every 5 years. For this adequate capacity building and knowhow transfer is an ultimate goal during the implementation of the project components.
PURPOSE
The purpose of the project is to assist the Jordan’s Ministry of Transport in taking the
necessary actions for better planning of the transport sector development and improvement of
the transport sector management by elaboration of the JLTNTS and its further implementing.
To that effect, a Technical Assistance team will be established to support the relevant
Ministry’s capacities capacity to identify the priorities of transport sector development,
coordinate and manage cross-sector issues, and resulting identification of priority investment
projects, in view of:
-
-
Improved and sustainable command of the transport sector management,
Contributing to a accelerated and integrated growth of the different modes of
transport through abolition of competitive distortions, promotion of inter-modal
transport solutions, infrastructure up-grade and institutional / administrative reforms;
Maximize the transport sector contribution ensuring its alignment and
synchronization with the overall national economic development.
Achieving increased transport efficiency and improved regional transport cooperation
as well as transport network interoperability
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Proposing and implementing efficient monitoring and inspection procedures in order
to guarantee safety rules application and fair competition;
- Developing adequate analytical tools for transport systems analysis and development
planning and investment screening;
- Improve transport safety issues by creating national transport safety program and
align Jordan’s framework with the international standards.
- Strengthening the technical capacities of the Jordan’s’ authorities, primarily the
Ministry of Transport
responsible for the development, implementation and
monitoring of the JLTNTS.
- Assess the Impact of better planning of Transport sector efficiency upon macroeconomic indicators
A key factor of successful implementation is the high level of ownership by the MoT. The
Consultant shall show his methodology an appropriate approach for creating ownership by
the beneficiary throughout the all the specific activities of the study.
To ensure a successful implementation of the strategy, the knowledge transfer is a key
component of the execution of this service. Knowledge transfer shall not be limited to
training component but must be seen as integrated element of all project activities.
RESULTS TO BE ACHIEVED BY THE CONSULTANT
The expected results are the following:
Results Component 1: Jordan’s Transport Policy paper and Transport Strategy update
2012 – 2014
Within this activity, the following milestones shall be among others comprehensively
described in the Consultant’s proposal:






A detailed revision of the transport policy elements
Transport Policy Dialogue workshop with stakeholders
Develop estimation framework for transport sector added-value in the national
account.
National Transport sector policy paper
National Transport Strategy 2012-2014
National Transport action Plan 2012 – 2014
Results Component 2: Transport Demand Forecast and Investments appraisal tools
Within this activity, the following milestones shall be among others comprehensively
described in the Consultant’s proposal:






Model approach accounting for national, regional and international economic
projections/forecast and illustrating appropriate modelling techniques, traffic zoning,
demand data, etc
Data collected exported for the exchange with the Data warehouse formats
Base year model, calibrated and validated as indicated in the approach
Model manual / Model results to enable independent use of the beneficiary with the
model
Two licenses of the modelling software
Forecast year models.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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Adequate training sessions to enable the beneficiary counterparts to efficiently use the
model.
Approved prioritization methodology
Investment appraisal and financing manual
Results Component 3: Development of the Long term National Transport Strategy
Within this activity, the following milestones shall be among others comprehensively
described in the Consultant’s proposal:
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Assessment of the national, regional and international institutional/regulatory
frameworks
Assessment of the national and regional infrastructure
Assessment of transport sector set up, management and operational efficiency
Development scenarios for the target years
Workshops with the stakeholders ensuring proficiency of counterpart staff in the
concerned fields
Jordan Long term national transport strategy
5 year rolling action plan for Jordan
Results Component 4: Strengthening the capacity of the Ministry of Transport through
Know-how transfer
Within this activity, the following milestones shall be among others comprehensively
described in the Consultant’s proposal:
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Technical training courses
Operational E-learning platform
Managerial courses for skills improvements of management level
On-call support for the ministry during stage 2 of the project
ASSUMPTIONS & RISKS
ASSUMPTIONS UNDERLYING THE PROJECT INTERVENTION
The following assumptions are considered to be basic prerequisites for the project
implementation:
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Continued strong political commitment for establishing long term strategy
Committed key personnel and counterpart staff of the MOT and the modal
administration will be appointed and made available in time and in the required extent
and qualification to participate in the project activities.
Free access to necessary information and data
In particular the openness of counterpart to fully share trade and transport data with
the Consultant’s team.
Readiness of Data warehouse for integration of collected data.
RISKS
There are a number of risks associated with the implementation of the study, such as:
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Possible changes in key stakeholder organisations.
Unavailability of data in regional context
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Timely Access to available traffic forecast information and models available for the
different transport modes at different stakeholders.
Timely implementation of the data warehousing at the Ministry of Transport expected
to commence in spring 2012.
In order to mitigate these risks, the Consultant will have to:
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pay particular attention in the early stage of the contract to secure efficient
communication with the beneficiary and key stakeholders;
seek the effective participation of the beneficiary and key stakeholders in the
coordination, policy development and planning processes;
Incorporate strong team modelling capacities to fast track model deployment.
Develop proper mechanism to deal with the data issues.
SCOPE OF THE WORK
GENERAL
Project description
Jordan lacks a long term national transport strategy as well as a policy document for the
transport sector. All strategies developed before were of 3-year span. Some sub-sectors are
working on long term strategies. Also the effect of the development in the neighbouring
countries is not well explored nor its impact being assessed on Jordan.
It is imperative to elaborate a long term national transport strategy including all sub-sectors
and taking into consideration the regional impact on Jordan for both freight and passenger
transport.
To provide this study to the Beneficiary, the Consultant shall create the Technical Assistance
team, which will provide its support and perform necessary activities in the following work
components:
Component 1: Jordan’s Transport Policy paper and Transport Strategy update 2012 –
2014
Component 2: Transport Demand Forecast and Investments appraisal tools
Component 3: Development of Long Term National Transport Strategy
Component 4: Strengthening the capacity of the Ministry of Transport through Knowhow transfer
The National Transport Strategy shall address the following issues:
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Collection of relevant socio-economic and transport data and feeding the data
warehousing system of the Ministry
Set up the National Transport Strategy to cover the period 2012-2014;
Develop a national multi-modal traffic model for base year and horizon periods for
Jordan and its regional neighbourhood.
Develop standardized methodology for projects’ assessments, prioritization and
guidelines for feasibility consideration and a PPP manual for the transport sector.
Assess the responsiveness of the transport infrastructure to the transport demand in
the horizon year.
Develop different scenarios to upgrade the transport infrastructure to respond to the
transport demand both for freight and passenger transport.
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Develop improvements actions for the institutional set up and sector management in
Jordan
Assess the scenarios and investments required to arrive at a rationale priority
investments and complimentary measures in the sector tariffs and institutional
framework.
Elaboration of Long term national transport strategy for the target year.
Development of a national transport safety programme
Elaboration of 5 year rolling Actions Plan for the Long term national transport
strategy implementation
Provide a capacity building and know-how transfer programme to strengthen the
capacities at the Ministry of Transport and ensure its ability to implement the results
of the studies and adequate usage of the tools
Develop a long term Capacity building/strengthening program (continuing education)
for the public and actors within the transport sector.
Whereas sustainability with regard to the environment, energy efficiency, pricing and cost
recovery shall be an underlying principle in developing the Long Term National Transport
Strategy,
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Geographical area to be covered
The project area covers the Hashemite Kingdom of Jordan and its natural regional
neighbourhood in the transport context; i.e. the area with the impact on Jordan’s transport
network. For the modelling purpose the model will cover the ESCWA countries. Particularly
considering Lebanon, Syria, Iraq, Saudi Arabia and the UAE.
SPECIFIC ACTIVITIES
The Consultant will perform the following activities grouped in 4 components:
Component 1:
Jordan’s Transport Policy paper and Transport Strategy
update 2012 – 2014
This component will aim at providing the policy principles that will guide the transport sector
management and development for the long term strategy. It also will provide an update for
the 3 year transport strategy until the long term strategy is ready.
Activity 1: National Transport Policy
Over the past decade, Jordan invested successfully in reforming its transport sector and
expanding its infrastructure. Despite these successes, the sector needs further efforts to
enable it to play a more active role in stimulating economic development among others by
further upgrading the public transport services, multi-modal operation as well as
implementing sound regulations and attracting investments to the sector.
The ministry of planning and international cooperation has compiled a national agenda (refer
to http://www.mop.gov.jo) that covers the period of 2006 – 2015. This document is being
updated to reach 2020. The Agenda has a section describing general policies in each sector.
However the Ministry of Transport has not adopted a transport policy document yet. The
National Agenda recommended Initiatives to develop the transportation sector for the
different modes. Those are in particular:
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1 Land Transport:
 Build an efficient and modernized network and affordable services by implementing
sound regulations, improving service quality and encouraging investments in the
sector.
 Set up a regulatory body for the land freight and liberalize cargo and container tariffs.
 Upgrade the roads network and centralize road network planning and maintenance.
2 Rail Transport
 Complete the Railway Master Plan study to confirm financial viability of the required
investments.
3 Sea Transport and Ports
 Upgrade the Aqaba Port infrastructure and improve sea transport regulations.
4 Air Transport
 Develop a strategy to liberalize the sector and restructure the Civil Aviation
Authority.
 Upgrade the infrastructure of Queen Alia International Airport and other airports to
prepare for their privatization.
 Privatize Royal Jordanian.
A national transport policy document must be created within this activity, to provide the
underlying principles for sector management and development for the transport sector in
Jordan. The Consultant shall create a national transport policy document through:
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Review of national development goals;
Review transport related commitments at national, regional and international levels;
Review existing transport planning documents, strategies considering legal and
regulatory framework.
Economic evaluation and assessment of transport sector challenges
Compile all policy elements from the existing documents into one integrated national
transport policy document. This document shall cover all transport modes, its
institutional set up, Safety, environmental aspects and integration of national
economic indicators.
Enter dialogue (workshops) with the Ministry of Transport and modal administrations
top officials to arrive at a policy document that will be the base for the national
transport strategy 2012 – 2014 and for the long term strategy.
The Consultant shall provide support to the Ministry for the approval of the National
Transport Policy by the Cabinet.
Activity 2 : Transport Strategy 2012 – 2014
The transport sector is a very important sector of the economy in Jordan. It serves the
national economy essentially along the corridor Aqaba-Amman; it also plays an important
role on a regional level to transport goods and passengers to and from the neighbouring
countries (Syria, Iraq, Saudi Arabia, Egypt and Palestine).
A European Union funded project has developed a 3-year national transport strategy 2009 –
2011. This was created in 2009. This National strategy aimed at:
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Achieving efficiency and high returns of Jordan public utilities and infrastructure;
Developing the Jordanian economy to be prosperous and open to regional and global
markets;
Restructuring the public sector to be effective and more productive;
Improving quality and preservation of the environment.
Building upon the 2005-2007 National Transport Strategy and Action Plan, the new National
Transport Strategy for 2009-2011 was presented to all relevant stakeholders at a major
Workshop held in Amman in January 2009. On the basis of their comments, a final Strategy
was prepared and approved by the Cabinet in June 2009.
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Within the framework of this activity, the Consultant shall create an update for the dated
strategy (2009-2011) to bridge the time span between 2011 and the time needed to complete
the long term strategy (JLTNTS); the existing national transport strategy will be updated on
fast track approach.
The economic framework of the transport sector will receive a special attention within this
activity. The Consultant shall prepare the base for
Estimation of the contribution of the transport sector into the national Economy,
through development of the relevant indicator.
Assess the involvement of the private sector into the transport sector performance
Assess the transport sector performance in the past 3 years and its compatibility with
the economic development
Assess the employment absorption indicators for the transport sector.
A workshop will be held with the MoT, department of statistics will be held to obtain a
synchronized set of economic parameters for the transport sector performance.
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The new strategy document shall cover the period 2012 – 2014, for all transport modes and
for passengers and freight transport; considering the PPP arrangements in the development of
the transport network; and promoting regional cooperation on the trade facilitation and the
expediting of investment. It should also provide an assessment of the adequacy of existing
arrangements in the sector in relation to the sector efficiency.
Within this activity, the Consultant shall:
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Update the sector information in all modes and prepare them in a way matching the
Data warehouse system of the Ministry of Transport; that is going to be developed
under a separate project
Assess the sector forecast approach deployed for its effectiveness and make necessary
adjustments to it using existing transport model available at Ministry of Public works
for demand forecast, as far possible.
Evaluate the capacity of the existing transport network in Jordan against the current
demand, and point out the gap that could occur in considering anticipated demand
nationally and regionally for the strategy horizon.
Upgrading transport sector efficiency to bridge the gap and match with the anticipated
demand nationally and regionally.
Establish at least 1 workshop per transport mode to engage a dialogue with transport
operators. This dialogue should result in a white paper on Industry’s objective and
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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substantiated views on the transport sector shortcomings, particularly in at the
operational and regulatory level.
Draft a national safety program and enter a dialogue with the stakeholders (Police,
Ministry Public Works and Transport and Ministry of Transport) to reach consensus
on the cooperation framework.
Assess current institutional structure and particularly identify weaknesses of current
institutions and conflict of responsibilities between regulatory level and operations.
Develop institutional framework improvements and elaborate the coordination
mechanism among the different institutions.
Organize expert’s workshops to assess the impact of the legal framework in the land
transport sector on the maritime sector.
Develop a set of strategies for addressing shortcomings and meeting the objectives in
accordance with the policy principles, and within the funding and institutional
constraints that are expected to prevail.
Identify key actions and initiatives that need to be undertaken to develop an efficient,
environmentally sustainable and competitive transport system that will support
economy and trade initiatives.
Develop an action plan for realistic implementation of the institutional framework
development specifying the role of each stakeholder. This should include a
performance agreement between MOT and the regulatory bodies.
Prepare a 3 year action plan 2012-2014for the realization of the strategy.
Component 2: Transport Demand Forecast and Investments appraisal
tools
This component is aiming at providing the technical tools necessary for the development of
the Long term national transport strategy. In particular, it will create a national multimodal
transport model (for freight and passengers) with regional dimension, a standard investments’
prioritization methodology and an investment manual for transport infrastructure
investments.
Activity 3: Development of Multi-modal Demand Forecast Model
Long term strategies must be based on substantiated forecast that consider the national and
regional economic and demographical development. A national transport model for the
kingdom of Jordan is required to simulate inter-urban transport flows within the kingdom,
but also to reflect the flows within the regional environment of Jordan. This model shall
simulate both passenger (also public transport) and freight transport, and will account for the
eventual establishment of dry-ports/logistics centres. This model shall consider the traffic
flows entering and leaving the country through its land borders, port of Aqaba and the
Amman Airport. The forecast horizon of the model shall be for the years 2015, 2020 and
2030.
Consequently, the multi-modal demand model will have to be capable of forecasting future
demand, i.e. the models have to be synthetic, allowing determining development of future
transport demand based on projections of population, economic development scenarios and
possible industrial sites development. Also the model has to be sensitive to procedures
changes (e.g. Jordan is striving towards improving the customs procedures and border
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crossing times; also another challenge the model has to face, is the ability to simulate effects
of lifting bans on container import from all borders except Aqaba).
The model could be based on the Ministry Public Works and Transport roads model. An
early action should be launched to secure access to this model and to use it for the
development of the strategy 2012-2014.
The multi-modal model will have to consist of network models and of demand models. To
achieve this; the model, the kingdom has to be divided into a sensible number of traffic zones
/ cells to adequately represent the 12 governorate, the 39 macro zones and the 89 districts /
sub-districts. The division into traffic cells has to be sufficiently details to represent major
transport flows in the country. The number of zones for the study area should not be lower
than 125 zones.
The network model has to represent the major roads and rail network, access to port and
airports. The roads network has to consist of all trunk roads, the primary and secondary roads
network and important links. The typical parameter of all network elements have to be
determined in the network model, particularly capacities, speed limits, lengths, permitted
vehicle types, operating speeds and travel times for empty network, capacity restraints
function to determine speeds and travel times for different volumes /capacity ration.
The demand model has to consist of sub-models for the following transport sectors:
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Domestic passenger transport.
Passenger transport to and from the airport.
Pipelines transport
Passenger transport to and from borders / neighbouring countries.
Domestic freight transport disaggregated for relevant commodities’ groups for
Jordan.
- Regional and International freight transport.
The passenger modelling shall cover both private and public transport. Coordination with
LRTC shall be necessary in this regard to avoid double works and stream line efficient
collaboration. The demand models for the base year have to be based on structural socioeconomic data, on data of mobility patterns, information on main origin and destination
within Jordan.
The demand model has to be calibrated with empirical data. The resulting traffic flows have
to be validated with traffic counts on national level.
The model shall be responsive to the following issues:
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Pricing issues (tolls, fuel prices, etc.)
Effect of Logistical facilities on route and modes’ choices
Show environmental impact of the transport flows.
Public capital expenditures upon roads and public works together with private sector
investments
Energy efficiency / savings.
Global traffic changes
Border crossing efficiencies
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It will be necessary to develop the transport models for different forecast horizons and
different scenarios. The forecast horizons are proposed to be 2015, 2020 and 2030. This will
be developed for 3 economic scenarios. A likely scenario based on national development
targets, a low and a high development scenarios.
The forecast model will initially reflect the “do nothing” option. The do nothing option is a
representation of the base year model plus any committed infrastructure or policy
implementation such as the ring road for the Amman city and committed future railroads
upgrades and the different transport policies and regional transport infrastructure projects
(road, rail, sea and air).
The software to be used for the modelling shall fulfil the following mandatory requirements:
GIS based interface
Compatibility with the models developed using VISUM software, at Great Amman
Municipality and Ministry Public Works and Transport
The Consultant shall specify which software they propose to deploy and shall hand over to
the beneficiary two licenses of the software capable of running the model, at the very early
stage of developing the model, latest with the completion of base year model. The licenses
will remain as property of the Ministry of Transport. The license agreement must include
support and update services for a period until the end of the project.
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In addition, the consultant shall propose a training program for the Ministry of Transport
staff to work with model ensuring installation of adequate knowledge at the Ministry during
and after the development of the model.
In his proposal, the Consultant must demonstrate outstanding knowledge of synthetic
transport modelling on national level and particularly in the Middle East and proven track
record of modelling national and regional transport modelling particularly for freight
transport. In the proposal, elaboration must be made on the following items:
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Methodological approach for obtaining the data for the network representation, the
demand model creation and the validation / Calibration of the model
Validation approach and acceptable validation level
Methodological approach to potential freight transport demand and transport capacity
requirements.
Comprehensive know-how transfer program
Data exchange with the Ministry of Transport Data warehousing system. That will be
established under a separate project.
Activity 4: Development of investment appraisal Tools
This activity shall cover two major deliverables, those are particularly:
a) Development of a investments’ prioritization approach
b) Development of investment appraisal and financing manual
In addition, a training component will be developed to enable the Ministry of Transport and
modal agencies staff to effectively utilize those tools.
The allocation of government budgets among different sectors and sub-sectors is clearly an
issue for which there is no simple and easy solution. The first deliverable is a standard
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approach to systematically assess and evaluate the infrastructure investments according to a
pre-defined approach, to enable Ministry of Transport to arrive at a priority investments
based on transparent system. The assessment has to be compatible to the degree of transport
investments into the overall sector contribution in the national economic development and
clearly linked to the strategy objectives.
The second deliverable, focuses on the development of a standardized investment appraisal
approach is required to enable Ministry of Transport to prepare and structure the priority
projects for funding. For this, an adapted investment manual for Jordan shall be developed.
The manual will be produced in 8 major steps:
1. Minimum requirements for pre-feasibility and feasibility consideration for transport
investments in Jordan
2. Frameworks for the provision and financing of transport infrastructure
3. Transport policy objectives and frameworks for decision-making
4. Risk sharing schemes in the different models
5. Financing schemes and options
6. Infrastructure investment and budget concerns
7. Cost efficiency and life cycle budgeting
8. Methods and tools for project development
Although transport infrastructure will always be ultimately covered by the Government, the
users or a mix of both, countries embarking on massive construction programs are unlikely to
find the required funds from their own national budget. In such cases the private sector can
contribute to advance the necessary capital, thus making possible the construction of
infrastructure in the short term. International finance institutions might support the countries
in infrastructure procurement. This is possible if the projects are prepared in suitable
structures which are confirm to IFI policies.
The investment manual will be a practical handbook for the Ministry of Transport and
regulatory agencies in developing and preparing infrastructure projects for financing under
the different privatization processes/ contract models.
Structuring bankable and financially sustainable investments contributing to the sector
development; requires a true understanding of the needs and objectives by the parties
involved and affected by the investments. The investment manual shall be written to assist
GoJ in the preparation and implementation of transport infrastructure investments with
private financing. It shall illustrate different procurement approaches and key issues affecting
the development of successful projects with private sector financing.
The manual shall put focus on potential sources of private and public finance options and
PPP schemes based on international best practice related to infrastructure procurement in the
national context. It will provide a knowledge base for procurement, financing and funding of
infrastructure. The manual also shall assist public officials with knowledge to successfully
implement infrastructure projects with private financing.
Component 3: Development of the Long term National Transport Strategy
The long term national transport strategy shall set forth the framework for operational and
financial guidelines of the transport sector management and development in Jordan. The
strategy will translate the national transport policy towards efficient and safe to meet the
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reasonable requirements of the public and users of transport services and serve the overall
economic development.
The national strategy shall have the following fundamental features:

A set of basic objectives derived from the National Transport Policy and a set of
principles to guide the efforts to meet these objectives;
 adequately address the transport sector development within the context of the
development targets of the national economic development
 An assessment of the adequacy of current sector arrangements in relation to the sector
contribution to the national economic development;
 A set of strategies for addressing shortcomings and meeting the objectives in
accordance with the policy principles, and within the funding and institutional
constraints that are expected to prevail;
 A set of prioritized actions—plans—that are key steps in implementing the strategies;
 A set of procedures to be used to check whether the strategies and plans are
implemented in ways that are conducive to achieving the objectives in accordance
with the policy principles, defining the level of involvement of central government at
the sub-national level.
 Assess the risks associated with successful implementation of the strategy and the
action planning.
 Prepare a set of Key performance indicators and monitoring procedure programme.
This component shall particularly include the following primary activities:
Activity 5: Assessment of Jordan’s Transport Sector and the regional impact
The assessment of the transport sector strengths and shortcomings shall cover the transport
system infrastructure, both on national and regional dimension, the sector operation and
performance as well as the management and institutional set up.
A) National Transport system infrastructure
Within the Transport system Infrastructure a number of factors shall be used identifying the
service quality and performance of the transport infrastructure and their operational costs to
provide a foundation for the development of the Long tern National Strategy and its measures
catalogue.
In this regard, the transport Infrastructure of all transport modes shall be assessed to identify
the lack of correspondence of the infrastructure capacity and real transport flows. For this
assessment, the results of the transport model will be used to show the network bottlenecks
for both the base year and the forecast horizons. The Assessment of the transport
infrastructure may focus among others on:
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Infrastructure capacities, level of services and bottlenecks and their system impact
Efficiency of Road / rail traffic interfaces with ports and airports and multi-modality.
Air cargo operations at airports and links to land transport movements.
Tools and approaches for design and technologies used in infrastructure development
and maintenance.
B) Regional Transport system and infrastructure / Impact on Jordan
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The Government of Jordan has identified the facilitation of cross-border movement of
persons and goods as one of the priorities. Countries that ensure that these are met with the
minimum cost and delay to legitimate cargo and with full regard to public interest controls
enjoy many advantages. They attract direct foreign investors to establish importing,
production and distribution facilities and so increase employment. The purpose of the activity
is to examine and evaluate difficulties and obstacles presented to the border crossing
movement of a routine consignment and means of associated payment and their influence on
the attractiveness of transport movements through Jordan.
The Consultant shall investigate the impact of regional development/traffic demand on the
transport infrastructure particularly the corridors through Jordan. The regional transport
component shall also address the issues of critical links that need to be established within the
territories of Jordan or regionally to improve the operation of the regional network and
particularly improve the efficiency of the national network.
The Assessment of the regional transport system infrastructure shall focus among others on:
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Reviewing of the current situation as regards border crossings encompassing the
various modes of transport (port, airports, road/rail), including in-depth statistical
analysis of trade and traffic data.
Identify major international and regional routes in the region and define a coherent
medium-term network that would adequately serve the economic and social needs in
the region.
Assess regional transport network interoperability
Asses the existing regulatory and legal framework and standards applying for the
border crossing procedures in comparison to the international and regional standards
Examine border crossing infrastructure and capacity needs and provide measures for
harmonization and unification of cross border technologies
Proposing methodology and measures to adjust border crossing/access to the needs, in
particular those relating to expected traffic flows and capacity;
Benchmark border crossing improvements and its impact on transport flows in
Jordan. This will be made for ports, airports, roads and rail border-crossing points.
Comparative analysis of the attractiveness of different regional transport corridors
passing through Jordan.
C) Sector operation and performance
In this context, the consultant shall prepare a set of mode specific indicators to show the
development of the sector performance, the financial arrangement and the operational issues
of the transport industry. . The Assessment of Sector operation and performance shall focus
among others on
Performance indicators for the different transport modes and time series for their
development in the past 10 years. Special attention will be given here to current
indicators of safety issues for all transport modes.
Pricing, Cost-Recovery, Taxation & Subsidy Measures
Transport market competition and monopolistic practices; external costs (traffic accidents,
environment)
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D) Sector management and institutional set up
Within this activity, the Consultant shall scrutinize the institutional framework and main
institutional bottlenecks under which (i) transport activities take place including multimodal
transport; (ii) transport infrastructure is provided; (iii) coordination between different modes
of transport is organized; (iv) the interface between transport, energy and the environment is
taken into account (v) roles of the administration and of the private sector are distributed.
Particularly the Consultant shall among others focus on:
The distribution of responsibility for the different roles in the transport sector and the
coordination mechanism of each of the areas of responsibilities. The review of the
coordination mechanism shall undergo a stress test to obtain a realistic picture of the
efficiency of the sector management.
Review of the existing transport legislation and current legal framework (laws,
regulations and standardized legal documents) which regulate the effective provision
of transport infrastructure and transport operations.
Within the regional context, identify transport legislation and agreements that affects the
transport corridors through Jordan assessing their influence on the trade facilitation
efforts in Jordan. (e.g. harmonisation of axle load limits and vehicle dimensions, the
introduction of international and harmonised standards for Inter-modal Loading Units
(e.g. containers and swap bodies etc.)
Identify the organisations and activities in each country (institutional structure, road
transport, rail transport, air transport and maritime transport and their influence on the
trade facilitation efforts in Jordan.
Prepare axis of recommendation for an appropriate regulatory framework and
necessary legal changes that the transport sector in Jordan should incorporate in order
to achieve better management, efficiency, regional integration and sustainability of
the transport sector by mode and as a whole. This recommendation shall be translated
into actions in the long term strategy and its action plan.
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Activity 6: Developing scenarios for the development of the transport system
Based on the outcome of the traffic forecast and the sector assessment of the previous
activities; the Consultant shall develop scenarios for the transport sector development to
respond to the bottlenecks identified above.
The scenarios developed shall include the major areas of development:
 Infrastructure projects to cover the identified gaps; for all transport modes
 Sector operation and performance
 Operations and performance of all modes
The scenarios will be developed for the three economic scenarios (most likely, high and
Low) for the target years 2015/2020/2030. The impact of the scenarios will be assessed
utilizing the multimodal transport model.
The acceptance of the scenarios will be verified though a set of workshops (dialogue) with
the stakeholders and transport industry to obtain constructive input based on the stakeholders
and industry’s views. These views shall be considered at the stage of action plan
development.
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Activity 7: Development of the Long term National Strategy and the Action Plan
Within this activity, the Consultant shall develop the draft of the Long term National
Transport Strategy. This is a set of strategies for addressing shortcomings and meeting the
objectives in accordance with the National Transport Policy principles, and within the
funding and institutional constraints that are expected to prevail. The Strategy shall cover all
transport modes, in the context of promoting and facilitation of trade and the contribution of
the transport sector towards overall economic development.
The Long term national transport strategy will be developed to respond to a wide range of
issues in the Jordan assessed in the previous activities both now and in the future. The
greatest challenge is in catering sustainability for growing travel demand, due to growth in
both population and the economy. A range of alternative transport visions will be developed
and assessed demonstrating that improved transport infrastructure responsive of traffic
demand coupled with modern, workable sector management, will lie at the heart of the
strategy.
To help establish effective arrangements for dialogue and transparency; the Consultant shall
create a consultation platform to interact with all stakeholders among others, the transport
service providers and their customers, other ministries (responsible for planning, regional
development, trade, industry, competition, environment).
The Long term National Transport Strategy shall address among others the following
elements:
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Meeting the needs of the different population demand (national, regional levels).
Balanced modal choice and strategies for mitigating social, energy and environmental
risks.
Mode specific bottlenecks overcoming through exploiting existing infrastructure and
priority investments.
Improvements of quality attribute of transport, market access and competition issues.
Improvement of multimodality and Jordan’s potentials in regional transport corridors
through responsiveness to changing markets.
Border crossings, regional cooperation and coordination mechanisms.
Tariff setting, pricing, cost recovery, taxation and subsidy strategies
Improvement of traffic safety.
Energy efficiency / savings coupled with environmental sustainability through
intelligent transport systems and demand management.
Key institutional reforms and sector management including operational, regulatory
and licensing issues
Use of Public-Private-Partnership (PPP) financing.
Better use of existing and planned transport and transport-related infrastructures (e.g.,
Aqaba new port, new railway line, etc).
Develop KPIs for each sub-sector and the monitoring mechanism /procedure/manual
Further issues deemed important through the consultation process during
implementation.
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Activity 8: Five-year rolling action Plan for the Implementation of the Long tern
National Strategy.
A strategy is of little use without a plan for putting it into action. The Consultant shall
develop a 5 year rolling road map to set out prioritized actions plans that are key steps in
implementing the strategies. The action plan shall again focus not only on the investments
and transport infrastructure but also on the institutional component and necessary action
towards improvements of the sector management laid out in the strategy. Due to its
significant importance, a National Transport Safety program will be developed for land
transport and will be laid out in a special document for the Ministry of Transport
endorsement. The action plan shall specify the roles and responsibilities for each action and
the expected outcomes of decisions and actions as well as the resources required / available.
The ownership in the development of this road map shall be driven by the Ministry of
Transport. The consultant shall create a set of workshop and training sessions toe ensure the
ownership of the 5 year action plan by the Ministry of Transport staff.
To judge the implementation progress, performance and the outcomes of the action plan;
certain indicators for monitoring performance and adjusting strategies are necessary.
In this regard, the Consultant shall create a set of procedures to be used to check whether the
strategies and plans are implemented in ways that are conducive to achieving the objectives
in accordance with the policy principles. This may be organized in a “log frame” and / or
“monitoring and evaluation” framework.
Component 4: Strengthening the capacity of the Ministry of Transport
through Know-how transfer
In general, human skills in land road transport (freight and passenger) sector (public and
private) are lacking. There is insufficient human resource capacity in nearly all fields. These
fields include: financial modelling and benchmarking; procurement of transport services;
operational and monitoring aspects; statistical modelling and data collection; legal and
regulatory issues; contract management and trade facilitation. Furthermore, there are
insufficient training facilities for the transport sector in Jordan.
More specifically, the MOT staff lacks the skills and experience in trade and transport
negotiations, research and development, policy design and management, transport planning,
project management, practical knowledge in the areas of logistics sector, best practices in
Public and Private Partnership (PPP) management, management and monitoring and
financial and operational management. The lack of human skills in transport issues is likely
to impede the progress in the transport sector and hence affect Jordan's effort to facilitate
trade and transport.
Activity 9: Strengthening the capacity of the Ministry of Transport
Enabling the Ministry of Transport to update the transport strategy and the rolling action plan
is a fundamental success factor for the implementation of this project. The Consultant is
requested to demonstrate its approach to ensure how this goal can be achieved within the
technical proposal methodology.
This activity will be complementary to the Long-Term comprehensive Training Programme
through the Budget Support component of the Trade and Transport Facilitation Programme
In the context of this activity, the Consultant shall:
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Provide capacity building and know-how transfer programme to strengthen the
capacities at the Ministry of Transport and ensure its ability to implement the results
of the studies and adequate usage of the tools developed under this project. The
capacity building activities should include both technical and managerial skills of the
ministry staff according to their functions.
Develop a permanent facility for long term Capacity building/strengthening program
(continuing education) for the public and private actors within the transport sector
The activities associated with this component represent on-going activities of the Consultant.
The know-how transfer to the Ministry of Transport staff and other stakeholders will have to
be an integral part of the work in all of the components described above. In this regard the
Consultant shall create and execute a comprehensive plan for know-how transfer on both
technical and managerial topics addressed within this project, through on-the job training and
by putting a continuing education system through e-learning platform with interactive and
progress measurement and reporting.
-
Activity 10: Implementation support
After completion of the above described activities, the Consultant shall retain certain
capacities for on-call use for training and technical support. The consultant has to submit in
his proposal a systematic approach how this can be efficiently deployed. The cost of this
component is fixed at 10% of the total Consultant’s price. The duration of this activity will
be 18 months, from the completion of activities 1-9 (see Stage 2 defined in Section 5.2
below).
PROJECT MANAGEMENT
Responsible body
The project will be managed by the Ministry of Transport of the Hashemite Kingdom of
Jordan.
Facilities to be provided by the contracting Authority and/or other parties
The Contracting authority will assist and facilitate the implementation of the project, by
providing required counterpart staff, necessary contacts and liaison with local authorities,
free access to all information and documentation required, and timely decision-making
procedures as required during contract implementation.
Furthermore, the Contracting authority in the Hashemite Kingdom of Jordan will provide:
Relevant reports, documents, maps, data, pre-feasibility studies, traffic forecast etc.
regarding the transport sector;
Introduction letters to facilitate the access of the project's experts to other Ministries,
Government administrations, public organisations, authorities and agencies, etc,
whose activities and roles are relevant to their assignment.
The issuance of any permits required for the Consultant's staff to carry out their duties
within the country.
Staff of the project partner shall not be paid from project funds.
-
The project partner should also provide all possible assistance to solve unforeseen
problems which the Consultant may face.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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LOGISTICS AND TIMING
LOCATION
The main project office will be located in Amman, Jordan. It is understood that major work
package maybe done outside of the main office. Substantial availability in Amman is
however required to ensure the know-how transfer component.
COMMENCEMENT DATE & PERIOD OF EXECUTION
The intended commencement date is mentioned in the section “Instructions to Bidders”.
The total duration of the Contract will be 36 months, divided into two stages:
Stage 1: period of execution is 18 months for the implementation of activities 1-9;
Stage 2: period of execution is 18 months for the implementation of activity 10.
REQUIREMENTS
PERSONNEL
Note: CVs of the Team Leader must be provided by the Consultant and will be subject to
evaluation and possible interviews.
Team Leader – Transport planning expert
Qualifications and skills
University Degree or equivalent in Transport Engineering, planning or economics
Fluent in English, knowledge of Arabic is an asset.
Proven skills in project management in international teams
General Professional experience
Minimum 15 years experience in transportation planning
Minimum of five years in transport strategy and Master planning and implementation
Specific professional experience
Work Experience preferably in at 2 successful large scale national transport planning
project
- Preferably transport planning experience in the MEDA region and experience in regional
transport modelling.
-
In addition to the technical expertise, the Team Leader should have considerable experience
in:
- Supervising and co-ordinating all aspects of the project’s technical work;
- Ensuring good communication with the Project Partners;
The team leader shall spend at least 350 days working on the project in Amman ensuring
proper communication with the client. The estimated number of working days should be
indicated in the proposal.
Components’ leaders and Other Experts
For each set of activities, a lead expert will be appointed to work under the team leader. The
client shall approve the components’ leaders before start of their first missions. The
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Consultant is required to submit the component leaders CVs illustrating the relevant lead
expert experience. The following profiles reflect the minimum requirements for the experts.
Lead Expert (1):
Transport Policy and Strategy Expert
Jordan’s Transport Policy paper and Transport Strategy update
Qualification and skills
Advanced university degree in Transport Engineering, planning
or economics or equivalent fields
Fluent in English
General Professional
experience
Minimum 15 year experience in the transportation planning field
Specific professional
experience
Minimum of10 years in transport strategy and Policy on National
level preferably in Europe / North America
Work Experience in at least 2 successful strategy / Policy
projects preferably in Europe / North America
Lead Expert (2):
Transport Demand Forecast Expert
Transport Demand Forecast and Investments appraisal tools
Qualification and skills
University degree in Transport Engineering, planning or
equivalent fields
Fluent in English
General Professional
experience
Minimum 15 year experience in the transportation planning field
with 5 years in managerial level for modelling team in the
software system proposed by the Consultant.
Specific professional
experience
Minimum of 10 years in transport strategy and Policy on
National level preferably in Europe / North America
Experience in lead position in developing 5 transport forecast
models on National level, at least 2 in the middle east preferably
with 1 on regional corridor level
Modelling experience in Jordan is of substantial advantage
Lead Expert (3):
Transport Strategy Expert
Transport Demand Forecast and Investments appraisal tools
Lead Expert 3 could be the same person as lead expert 1 if
qualifies
Qualification and skills
Advanced university degree in Transport Engineering, planning
or economics or equivalent fields
Fluent in English
General Professional
experience
Minimum 15 year experience in the transportation planning field
Specific professional
experience
Minimum of 10 years in transport strategy development
Work Experience in at least 2 successful transport scenarios,
evaluation and prioritization preferably in Europe / North
America
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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Lead Expert (4):
Capacity Strengthening Expert
Strengthening the capacity of the Ministry of Transport through
Know-how transfer
Qualification and skills
University degree in Administration / Engineering or relevant
fields
Fluent in English and Arabic
General Professional
experience
Minimum 15 year experience in the capacity Strengthening and
know-how transfer
Specific professional
experience
At least 10 year experience in training and capacity building in
public sector environment preferably in the middle east
At least 8 training projects and capacity building implemented in
Jordan
Each lead expert is expected to have a pool of international and local experts in the relevant
activity and consequently have management capacity.
The Consultant is responsible to ensure that all necessary qualifications for the described
tasks are covered.
The Contractor's proposal must include the key experts to be assigned to the project, their
precise domain of expertise applicable to the project, their individual roles in the
achievement of the project objectives, the timing, estimated duration and percentage of time
that will be spent in the Hashemite Kingdom of Jordan to ensure project success and knowhow transfer and at the home office.
Note that civil servants and other staff of the public administration of the beneficiary country
cannot be recruited as experts.
The Consultant is free to compose its team of specialists for short and medium term visits.
However, although not exclusive, should be clearly visible in its proposed staff list the
following domains of expertise:
-
Transportation Policy
National Traffic forecast and Modelling
Regional Traffic forecast and Modelling
Transport Investment appraisal and PPP schemes
Institutional set up and sector management
Capacity building and training in Management and Continuing Education
Transport Economics and planning
International Conventions - road, rail, sea and multimodal
Transport Logistics and Freight forwarding
Marketing of transport and logistics services
Maritime transport and port operation
Transport regulation issues (e.g. noise, exhaust, and axle loading)
Transport legislation
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
- Railway transport and operation
- Management training
- Air transport logistics
- Environmental impact studies
- Information Technologies with modern monitoring information system
The consultant shall include a matrix showing the expertise availability of KEY personnel in
the experts’ pool to cover the main areas of operation of the national strategy.
The Consultant should pay attention to the need to ensure the active participation of local
professional skills where available, and a suitable mix of international and local staff in the
project teams. All experts must be independent and free from conflicts of interest in the
responsibilities accorded to them. Adequate Arabic language knowledge should be granted in
the team though local staff.
Support staff & backstopping
It is mandatory to have backstopping and support staff available for this project.
Backstopping and support staff costs are considered to be included in the global price.
OFFICE ACCOMMODATION
Furnished office accommodation of a reasonable standard of and of approximately 10 square
metres for each approved key expert working on the contract will be provided by the
Ministry of Transport. The Consultant is free to use additional office space where required.
FACILITIES TO BE PROVIDED BY THE CONSULTANT
The Consultant shall ensure that experts are adequately supported and equipped to work
effectively and will be responsible for all charges relating to the office operation.
The space available will be sufficient to provide adequate working conditions for project
team. In particular it shall ensure that there is sufficient administrative, secretarial and
interpreting provision to enable experts to concentrate on their primary responsibilities. It
must also transfer funds as necessary to support its activities under the contract and to ensure
that its employees are paid regularly and in a timely fashion.
If the Consultant is a consortium, the arrangements should allow for the maximum flexibility
in project implementation. Arrangements offering each consortium partner a fixed percentage
of the work to be undertaken under the contract should be avoided.
EQUIPMENT
No equipment is to be purchased on behalf of the Contracting Authority / beneficiary country
as part of this service contract or transferred to the Contracting Authority / beneficiary
country at the end of this contract. Two licenses of the software capable of running the
transport model described under Activity 3.
INCIDENTAL EXPENDITURE
1) Travel costs and subsistence allowances for missions to be undertaken as part of this contract from
the basis of operations in the beneficiary country;
2) Office rental if applicable)
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
3) Workshops, including travel costs and subsistence allowances for counterpart missions to be
undertaken as part of this project;
4) Office running costs (basic stationery, communication costs, energy), interpretation/translation of
the reports
5) Visibility actions' costs
6) Specific costs related to data collection, web hosting or legal authorizations related to the project's
activities.
7) Project monitoring support appointed by the Beneficiary
The Provision for incidental expenditure for this contract is JOD 300,000.00 This amount must be
included without modification in the Budget breakdown.
The Consultant will need prior written approval from the Contracting Authority before spending the
funds related to components 1, 2, 3, 4, 5, 6 of the Incidental Expenditure. All supporting documents
must be kept by the Consultant.
Any subsistence allowances to be paid for missions undertaken as part of this contract from the base
of operations in the beneficiary country must not exceed the per diem rates published on the Web site
http://ec.europa.eu/europeaidlworklprocedures/index en.htm at the start of each such mission.
REPORTS
REPORTING REQUIREMENTS
The following reports will be required:
Inception report: A short Inception Report will be issued within 1 months of the start of
the project. It shall summarize initial findings and propose any modifications to the
methodology and work plan. It will also confirm or modify institutes / organizations /
consulting bodies to be directly involved in the implementation. The inception report will
provide the monitoring mechanisms for periodic assessment as stipulated in section 8.1 of
this document.
- Monthly Progress Report (not exceeding 5 pages), the format of which is to be
developed by the Consultant in agreement with the Ministry of Transport. The report
will stipulate the update on work progress, work schedule and progress indicators
agreed upon during the inception phase.)
Draft Final Report: The draft final report will be submitted 17 (seventeen) months after
the beginning of the assignment. It will include the provisional results of all work
components and include the technical reports as annexes. This report will be commented
on by the MOT in a single set of consistent comments to the Consultant within 15 days. A
special report “Long term transport Strategy” will be compiled to illustrate the developed
strategy to be distributed to wider range of stakeholders nationally and internationally and
published on the ministry web site. The content of this report shall be agreed upon with
the Ministry of Transport.
- Final Report: The Final report will be delivered 1 month after receiving the comments of
the Ministry of Transport on the draft final report. This report will include the complete
results of all work components and include the technical reports as annexes. This report
shall include the comments of the ministry.
-
-
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
-
RFP
Technical reports: The technical reports will be produced as indicated in the following
table. After every technical report, a workshop shall be held with the beneficiary and the
relevant stakeholders to ensure ownership and common understanding of the results.
The following is a summary of the expected minimum project deliverables, estimated time of
delivery in month from commencement and related triggered payments in percent of total
Contract price:
Time from
Commencement
(Month)
Deliverable / Milestones
1. Submission and approval of Inception report which includes the results of
activities (1,2): Jordan’s Transport Policy paper and Transport Strategy
update 2012 – 2014
1.
Transport sector policy paper
2.
National Transport Strategy 2012-2014
3.
National Transport action Plan 2012 – 2014
2. Submission and approval of a technical report which includes the results of
activities (3,4) : Transport Demand Forecast and Investments appraisal tools
1.
Model approach
2.
Data collected exported for the exchange with the Data warehouse formats
3.
Base year model, calibrated and validated as indicated in the approach
4.
Model manual / Model results and two license of the software
5.
Forecast year models.
6.
Model training sessions
7.
Approved prioritization methodology
8.
Investment appraisal and financing manual
3.
Submission and approval of Draft final report which includes the results of
activities (5-8): Development of the Long term National Transport Strategy
1.
Assessment of the national and regional infrastructure
2.
Assessment of transport sector set up, management and operational efficiency
3.
Development scenarios for the target years
4.
Jordan Long term national transport strategy
5.
5 year rolling action plan for Jordan
4.
Submission and approval of final report which includes the results of
activities (9,10): Strengthening the capacity of the Ministry of Transport
through Know-how transfer*
1.
Technical training courses
2.
Operational E-learning platform
3.
Managerial courses for skills improvements of management level
5.
6.
On-call support for the ministry during stage 2 of the project
Incidental Expenditures
%
20%
2
3
4
30%
3
10
9
10
13
10
10
10
25%
6
8
13
16
17
15%
On going
activity (up to
the end of
contract period)
10%
To be spent by the
consultant upon MoT
request and approval.
*The Consultant shall stipulate in his proposal the program for component 4 and the payment
triggers.
A number of workshops will be organized by the Consultant to ensure integration of the
stakeholders and obtaining consensus on the Strategy. This will be made visible in the
Consultant’s proposal.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
A project server has to be established allowing web based and FTP access to project
documentation to all work team and to the Ministry staff as well as involved modal agencies
staff.
No report or document shall be distributed to third parties prior to the approval by the Client.
The contractor shall pay particular attention to the confidentiality of data. Reports made by
the contractor.
The Consultant proposal methodology and approach should not exceed 100 pages.
Copyright on all reports and other material prepared under this contract shall reside with the
Ministry of Transport.
SUBMISSION & APPROVAL OF REPORTS
All reports will be created in English with a summary in Arabic. The final strategy document
shall be created in Arabic and English versions, along with all supporting documents.
In order to implement the reports on the Website of the Contracting authority and to allow
further data processing, reports must be provided by the Contractor under an electronic file
".doc" (Word) and ".pdf' (Adobe Acrobat). In any case, all texts must be composed with
common and in fonts possible to scans, including for tables, maps, diagrams, drawings, etc...
Only photographs, logos and facsimiles of original documents will be accepted under a
bitmap graphic format (inside the ".doc" or ".pdf' file) though in this case they cannot be used
in the document data processing. The resolution of bitmap files must be 150 dpi or higher.
Each report must correspond to one single Word document (".doc") or Adobe Acrobat
(".pdf') file.
Reports transmitted in multiple files and of different kind will be refused. Contractors are
invited to contact the Webmaster before any file transfer.
The Ministry of Transport is responsible for approving the progress reports within 15 days of
their submission.
MONITORING AND EVALUATION
DEFINITION OF INDICATORS
The Consultant shall incorporate monitoring mechanisms for periodic assessment of the
progress of the project components. These mechanisms shall be specified in the project plan
and the observed performance shall be described in the progress reports.
The essential points to be monitored are:
-
Deviations of milestones and deliverables from their planned dates
Adherence to the work plan in terms of content of the activities actually carried out
Deviations in effort needed to complete an activity, as compared to plan
Introduction of work not initially planned
Shifting of the common understanding of the objectives and priorities between
Contractor and Consultant
Appearance of unexpected difficulties likely to require special measure or shift of
project resources
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
INSTRUCTIONS TO BIDDERS
Timetable for Engagement of Consultants

Receipt of proposals: ........., 2012

Selection of Consultant: .........., 2012

Signature of contract: .........., 2012

Commencement Date: 14 days after contract signature.
The Executing Agency
Ministry of Transport
Contact persons are:
H.E Mohammad Khaled Alhazaimeh
General Director
Government Tenders Department
Ministry of Public Works and Housing
2nd Floor
8th Circle/ King Abdullah II Street
Amman-Jordan
Tel: +962 6 5858311,12,13
Fax: +962 6 5857583 and +962 6 5857639
E-mail : r-biddings@gtd.gov.jo
Website : www.gtd.gov.jo
And the Beneficiary (Client)
H.E. Laith Dababneh
Secretary General
Ministry of Transport
Saád Ben Abi Waqqas Street
P.O.Box. 35214
Amman-11180 Jordan
Tel. +962-6-1158555
Fax.+962-6-1127255
E-mail: ldababneh@mot.gov.jo
Language of Proposals
Proposals must be prepared in the English language.
Validity Period of Proposals
37
RFP
Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Consultants shall keep their proposals valid for a period of 90 days following the deadline
for submission of proposals.
Currency of proposal
Financial proposals must be stated in the following currency: JOD.
Submission of proposals
One original and six numbered copies of the complete proposal in English shall be submitted
to the following address:
H.E Mohammad Khaled Alhazaimeh
General Director
Government Tenders Department
Ministry of Public Works and Housing
2nd Floor
8th Circle/ King Abdullah II Street
Amman-Jordan
Tel: +962 6 5858311,12,13
Fax: +962 6 5857583 and +962 6 5857639
E-mail : r-biddings@gtd.gov.jo
Website : www.gtd.gov.jo
The Client (MoT)
H.E Laith Dababneh
Secretary General
Ministry of Transport
Saád Ben Abi Waqqas Street
P.O.Box. 35214
Amman-11180 Jordan
Tel. +962-6-1158555
Fax.+962-6-1127255
E-mail: ldababneh@mot.gov.jo
Deadline for Receipt of Proposals
The deadline for receipt of proposals shall be Monday April 2nd , 2012, 12 Noon.
Consultants Proposal Costs
The costs involved in preparing the proposal and negotiating the contract, including any
travel and visits, are not directly reimbursable as a cost of the assignment.
Local Consultants
The Consultants are encouraged to involve the participation of local consultants where
appropriate and possible as subcontracting with approval of the employer .
Clarifications
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Consultants requiring clarification of this Request for Proposals (RFP) shall contact the
Government Tenders Department and a copy to the Beneficiary (Ministry of Transport)
promptly in writing at the address given.
H.E Mohammad Khaled Alhazaimeh
General Director
Government Tenders Department
Ministry of Public Works and Housing
2nd Floor
8th Circle/ King Abdullah II Street
Amman-Jordan
Tel: +962 6 5858311,12,13
Fax: +962 6 5857583 and +962 6 5857639
E-mail : r-biddings@gtd.gov.jo
Website : www.gtd.gov.jo
The GTD will respond in writing to any request for clarification, provided that such request is
received no later than seven (7) days prior to the deadline for submission of proposals.
The GTD will forward copies of its response to all invited consultants including a description
of the query, but without identifying its source.
Amendments
At any time prior to the deadline for submission of proposals, the GTD may amend the RFP.
Any amendment shall be issued in writing through an addendum. Addenda shall be sent by
mail, facsimile or electronic mail to all invited consultants and will be binding on them.
The GTD may at its discretion extend the deadline for the submission of proposals through an
addendum.
Preparation of Proposal
In preparing the proposal, consultants are expected to examine, in detail, the documents
constituting the RFP.
Material deficiencies in providing the information requested may result in rejection of a
proposal.
The Proposal
The Proposal shall consist of the following:
(i)
a Proposal Submission Letter signed by the authorised representative of the
consultants
(ii)
a Power of Attorney authorising the consultants' representative to sign the proposal;
(iii)
the Technical Proposal
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
(iv)
RFP
the Financial Proposal.
Technical Proposal
The Technical Proposal is intended to demonstrate:


the consultant's understanding of the required tasks and of the contract requirements
set forth in the RFP, and
the consultant's capability and capacity to satisfactorily perform the
assignment.
In preparing the Technical Proposal, the consultants should note that:

it is preferable that the majority of the key experts proposed, be permanent
employees of the firm or have an extended and stable working relationship with it;

proposed experts must at least satisfy the minimum expertise and experience
indicated in the TOR and the Evaluation Criteria;

unless otherwise specified in the RFP, alternative experts shall not be proposed.
The Technical Proposal shall provide the following information, wherever specified:
(a)
a brief outline of the firm's organisation;
(b)
an outline of the consultant's recent experience on assignments of a similar nature;
(c)
any comments or suggestions on the TOR or other aspects of the RFP;
(d)
a description of the methodology and work plan for performing the assignment;
(e)
the list of the proposed staff team by speciality, the tasks that would be assigned to
each staff team member, timing and estimates of the total staff input;
(f)
Up-to-date CVs of the proposed experts, recently signed by the staff member and the
authorised representative of the Consultant submitting the proposal.
(g)
estimates of the total number of experts needed to carry out the assignment,
supported by a bar chart diagram showing the time provided for each experts team
member; and
(h)
any additional information requested in the RFP.
The Technical Proposal shall not include any financial information.
Consultants should ensure that the information submitted in their proposal is correct and internally
consistent. This information should be verifiable by reference to factual data in the possession of or
available to the Consultant, or by reference to third parties.
The EA may request verification of any information submitted by a Consultant.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
A technical proposal may be rejected if the consultant:

submits incorrect or misleading information;

fails to provide information which is essential to evaluate the proposal, or

fails to provide clarification or acceptable verification of the information supplied, in
response to a request from the Executing Agency for such clarification or
verification.
Consultants should note that the misrepresentation of facts could be considered a fraudulent act.
The Financial Proposal
In preparing the Financial Proposal, consultants are expected to take into account the requirements
and conditions outlined in the RFP documents.
The Financial Proposal must be expressed in the currency specified in this RFP.
Unless otherwise specified in this RFP and/or provided for in the Standard Contract Conditions, the
prices in the Financial Proposal to be incorporated in the final contract shall be fixed during the
performance of the contract and not subject to any variation on any account. A proposal submitted
with an adjustable price offer shall be treated as non-responsive and rejected.
Validity Period
The proposals must remain valid for the period specified in this RFP. During this period the
consultant is expected to keep available the experts proposed for the assignment.
Extension of Validity
The GTD will make its best efforts to complete negotiations within this period. If the GTD requests
the Consultants to extend the validity of the proposals, those Consultants who do not agree, have the
right not to extend the validity and withdraw their proposal.
Signing and Submission of Proposals
The original proposal shall be prepared in indelible ink. Any interlineations, erasures or overwriting
shall be valid only if they are signed or initialled by the person or persons signing the proposal.
All pages of the original proposal must be signed or initialled by the person or persons signing the
proposal.
The original proposal shall be signed by person or persons authorised to sign on behalf of the
Consultant. The authorisation of all signatories shall be confirmed by a written power of attorney
accompanying the proposal.
In addition to the ''original'' proposal, the consultant shall prepare the requisite number of copies as
specified in this RFP. The proposal shall be clearly marked ''ORIGINAL'' or ''COPY'' as
appropriate. The copies shall be numbered.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
If there are any discrepancies between the original and the copies of the proposal, the original
governs.
The original and all copies of the Financial Proposal shall be placed in a sealed envelope. The
envelope shall:




bear the name and address of the consultant;
bear the Assignment Title indicated in this RFP;
be addressed to the GTD at the address specified in this RFP, and
be clearly marked ''FINANCIAL PROPOSAL - NOT TO BE OPENED UNTIL AFTER THE
COMPLETION OF THE TECHNICAL EVALUATION.''
The original and all copies of the Proposal Submission Letter and the Technical Proposal shall be
placed, together with the sealed and marked envelope containing the Financial Proposal, in a single
outer envelope and sealed.
The outer envelope shall:

bear the name and address of the consultant;

bear the assignment title indicated in this RFP;

be addressed to the GTD at the address specified in this RFP and

be clearly marked ''NOT TO BE OPENED UNTIL THE FORMAL OPENING OF
PROPOSALS MEETING ''.
Submission
The completed proposal must be delivered to the submission address on or before the time and date
specified in this RFP.
Consultants submitting their proposals by international courier do so at their own risk. To prevent
mishandling, they must ensure that the proposal is marked and addressed fully in accordance with the
instructions above. They should allow adequate time for shipment and delivery. Consultants should
advise the GTD by fax or e-mail of the dispatch of their proposal, including details of shipment and
the expected date of delivery.
Withdrawals
A consultant may modify (including substitution) or withdraw its proposal after the submission of the
proposal, provided that written notice of the modification or withdrawal is received by the GTD prior
to the deadline prescribed for the submission of proposals.
A notice of modification must be accompanied by the corresponding modification. The envelopes
contain them shall be clearly marked ''MODIFICATION'' or ''SUBSTITUTION''.
The modification shall be prepared, signed, sealed, marked and delivered in the same manner as
specified above for proposals.
A notice of withdrawal does not require copies. The withdrawal notice shall be signed, sealed,
marked and delivered in the same manner specified above for proposals. The envelope containing the
withdrawal notice shall be clearly marked WITHDRAWAL.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Late Proposals
The GTD reserves the right to reject any proposal received after the deadline for submission of
proposals. Rejected proposals will be returned unopened.
Opening and Evaluation of Proposals
After the deadline for submission of proposals, the Technical Proposals shall be opened by the GTD.
Proposals withdrawn in accordance with the paragraph above will be returned unopened to the sender.
Only proposals opened and recorded as received shall be considered for evaluation.
Financial Proposals shall remain sealed and held in a secure placed for safekeeping.
Financial Proposals shall only be opened after the technical evaluation has been fully completed and
the final technical evaluation signed by the Evaluation Committee.
Minutes of Opening
The GTD will prepare minutes of the opening of the Technical Proposals which will include:

the names of the persons present at the opening;

the names of the Consultants that submitted proposals;

any modification or withdrawal notices;

any other important matters related to the opening of the proposal.
Minutes of the opening will be sent to all Consultants who submitted proposals.
Contacting the GTD
From the deadline for submission of proposals to the award of a contract, if any Consultant wishes to
contact the GTD on any matter related to its proposal, it should do so in writing at the address
indicated in this RFP;
Any effort by a Consultant to influence the GTD in the evaluation of proposals or contract award
decisions may result in the rejection of the Consultant's proposal.
Confidentiality
Except for written communication between the GTD and Consultants as provided for under these
Instructions to Consultants, information related to the evaluation of proposals, contract award
recommendations and contract negotiations shall not be disclosed to Consultants or to any other
person not officially concerned with the process, until the contract with the successful Consultant has
been signed.
Preliminary Examination
Only proposals received from invited Consultants will be considered for further evaluation.
The GTD will examine each proposal to see whether it is complete, has been prepared substantially in
accordance with the instructions in the RFP and constitutes an adequate basis for the evaluation and
comparison of proposals.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Clarification
To assist in the examination and evaluation of proposals, the GTD may ask any Consultant for
clarification of its proposal. Such clarification can be requested at any stage up to the contract award
decision. Requests for clarification and the responses shall be in writing and no change in the
substance of the proposal shall be sought, offered or permitted.
Technical
The Evaluation Committee, appointed by the GTD, will evaluate the proposals on the basis of their
responsiveness to the TOR, applying the evaluation criteria and methodology specified in the
Evaluation Criteria & Methodology section of this RFP.
Interviews
The technical evaluation may include interviews of the key expert() proposed. If required, these
interviews will normally take place at the headquarters of the GTD at a time to be arranged by the
GTD. The results of the interviews will be taken into account in the final technical score awarded to
each proposal.
Technical Score
Each responsive proposal will be given a technical score. A proposal shall be rejected at this stage if
it does not respond to important aspects of the TOR or if it fails to achieve the minimal technical
score indicated in the Evaluation Criteria.
Financial Evaluation
Only the Financial Proposals for the technical proposals determined to be substantially responsive
will be opened by the Evaluation Committee.
The Evaluation Committee will determine whether the Financial Proposals are complete and prepared
in accordance with the instructions in the RFP. Any computation errors will be corrected.
If necessary and provided for, prices in various currencies will be converted to a single common
currency in accordance with this RFP.
Consolidated Score
The technical score and the evaluated financial proposal of all responsive proposals will be combined,
using the methodology outlined in the Evaluation Criteria & Methodology in this RFP.
Ranking
The consolidated evaluation scores will be ranked and the highest ranked proposal will be
recommended for selection.
Negotiations and Contract Award
If there are outstanding issues to be resolved prior to entering into a contract, the Consultant with the
highest ranked proposal will be invited for negotiations.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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Negotiations will normally begin with a discussion of the Technical Proposal addressing clarifications
requested by the GTD and any suggestions the Consultant included in its proposal.
The agreed work plan and final TOR will form part of the contract.
The financial negotiations will include:

clarifications (if any), and

Any adjustment in the cost of the services to reflect agreed technical modifications.
The GTD expects to negotiate a contract on the basis of the experts named in the proposal. Before
contract negotiations or contract award, the GTD will require assurances that the proposed experts are
actually available.
The GTD will not entertain substitutions prior to contract award unless both parties
substitution is unavoidable or necessary because of:

undue delay in the selection process;

such changes are critical to meet the objectives of the assignment;

An event of force majeure.
agree such
If it is established that experts offered in the proposal were in fact not really available, the consultant
may be disqualified.
Contract Award
The contract will be awarded following clarifications and/or contract negotiations.
After the contract has been signed by the GTD, the GTD will promptly notify the other Consultants
who submitted proposals that they were unsuccessful and return the unopened Financial Proposals of
those Consultants who did not pass the technical evaluation.
Evaluation Criteria and Methodology
The following criteria and weighting shall be used for the evaluation of Technical Proposals.
Criteria
Maximum Available Points
Organization and proposed methodology
Strategy and activities
50
Backstopping and team work environment
5
Time Table of activities and milestones
5
Total score for organization and methodology
60
Team Leader
Qualification and skills
2
General Professional experience
4
Specific professional experience
6
Total score for the team leader
12
Lead Expert (1):
Qualification and skills
1
General Professional experience
2
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
Specific professional experience
Total score for the lead Expert (1)
Lead Expert (2):
Qualification and skills
General Professional experience
Specific professional experience
Total score for the lead Expert (2)
Lead Expert (3):
Qualification and skills
General Professional experience
Specific professional experience
Total score for the lead Expert (3)
Lead Expert (4):
Qualification and skills
General Professional experience
Specific professional experience
Total score for the lead Expert (4)
Total score for Experts team
TOTAL
RFP
4
7
1
2
4
7
1
2
4
7
1
2
4
7
40
100
Technical Proposals earning less than the minimum score of (80%) will be rejected and their
financial proposals will be returned unopened.
Only tenders with a total technical score of at least 80 points will qualify for the
Financial Evaluation.
Contract Price
Item
No.
Costs
1
Total fees (including overheads)
2
Provisional
Incidental Expenditures
(as
explained in TOR page # 33 )
Contract Price including all fees, General Sale
Tax, (16%)
QTY
Amount (JOD)
L.S
Lump Sum
300,000.00
L.S
Notes:
1. The Contract price is Lump Sum
2. The Contract price must include:
- The remuneration actually paid to the experts concerned
- Administrative costs of employing the relevant experts, including subsistence
allowances, international travel costs, insurance and other employment benefits
accorded to the experts by the Consultant
- The margin, covering the Consultant's overheads, profit and backstopping facilities
- All incidental expenditure incurred in the course of the contract as required by the
Terms of Reference is to be invoiced at actual cost with supporting documentation.
3. Total Evaluation: (Total Technical Score ×80%)+(Financial Score ×20%)
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
The evaluated financial proposal (adjusted and corrected in accordance with the RFP) will be
converted to a final score (points) in the following manner:
Technical Score = Total Technical Marks of the Proposed Under Consideration × 100%
Highest Total Technical Marks
Financial Score
Financial Score =
Lowest
Proposal Price× 100%
Price of the Proposal under Consideration
In combining the Financial Score with the Technical Score, the Financial Score shall
be given a weight of 20%.
The technical score and the financial score shall be combined in the following
manner:
Overall Score = (Technical Score × 80%) + (Financial Score × 20%)
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
Section 3 : Technical Proposal - Standard Forms
TECH-1
Technical Proposal Submission Form
TECH-2
Comments or Suggestions on the Terms of Reference and on Counterpart Staff and
Facilities to be provided by the Client
A On the Terms of Reference
B On the Counterpart Staff and Facilities
TECH-3
Description of the Approach, Methodology and Work Plan for Performing the
Assignment. Approach for data acquisition and local staffing.
TECH-4
Team Composition and Task Assignments
TECH-5
Curriculum Vitae (CV) for Proposed Professional Staff
TECH-6
Staffing Schedule
TECH-7
Work Schedule
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FORM TECH-1 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 this Technical Proposal, and a Financial
Proposal sealed under a separate envelope.
We are submitting our Proposal in association with: [Insert a list with full name and
address of each associated Consultant]
We hereby declare that all the information and statements made in this Proposal are true
and accept that any misinterpretation contained in it may lead to our disqualification.
If negotiations are held during the period of validity of the Proposal, 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 Instructions to Bidders.
We understand you are not bound to accept any Proposal you receive.
We remain,
Yours sincerely,
Authorized Signature [In full and initials]:
Name and Title of Signatory:
Name of Firm:
Address:
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
50
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
FORM TECH-2 COMMENTS AND SUGGESTIONS ON THE TERMS OF
REFERENCE AND ON COUNTERPART STAFF AND FACILITIES TO BE PROVIDED
BY THE CLIENT
A - On the Terms of Reference
[Present and justify here any modifications or improvement to the Terms of Reference you are
proposing to improve performance in carrying out the assignment (such as deleting some activity
you consider unnecessary, or adding another, or proposing a different phasing of the activities).
Such suggestions should be concise and to the point, and incorporated in your Proposal.]
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
B - On Counterpart Staff and Facilities
Office Space
Local telephone calls only.
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RFP
Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
FORM TECH-3
RFP
DESCRIPTION OF APPROACH, METHODOLOGY AND WORK
PLAN FOR PERFORMING THE ASSIGNMENT
[Technical approach, methodology and work plan are key components of the Technical Proposal.
You are suggested to present your Technical Proposal (50 pages, inclusive of charts and
diagrams) divided into the following three chapters:
a) Technical Approach and Methodology,
b) Work Plan, and
c) Organization and Staffing,
a) Technical Approach and Methodology.
In this chapter you should explain your
understanding of the objectives of the assignment, approach to the services, methodology for
carrying out the activities and obtaining the expected output, and the degree of detail of such
output. You should highlight the problems being addressed and their importance, and explain the
technical approach you would adopt to address them. You should also explain the methodologies
you propose to adopt and highlight the compatibility of those methodologies with the proposed
approach.
b) Work Plan. In this chapter you should propose the main activities of the assignment, their
content and duration, phasing and interrelations, milestones (including interim approvals by the
Client), and delivery dates of the reports. The proposed work plan should be consistent with the
technical approach and methodology, showing understanding of the TOR and ability to translate
them into a feasible working plan. A list of the final documents, including reports, drawings, and
tables to be delivered as final output, should be included here. The work plan should be
consistent with the Work Schedule of Form TECH-8.
c) Organization and Staffing. In this chapter you should propose the structure and composition
of your team. You should list the main disciplines of the assignment, the key expert responsible,
and proposed technical and support staff.]
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FORM TECH-4 TEAM COMPOSITION AND TASK ASSIGNMENTS
Professional Staff
Name of Staff
Firm
Area of Expertise
54
Position Assigned
Task Assigned
Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
FORM TECH-5
RFP
CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL
STAFF
1. Proposed Position [only one candidate shall be nominated for each position]:
2. Name of Firm [Insert name of firm proposing the staff]:
3. Name of Staff [Insert full name]:
4. Date of Birth:
Nationality:
5. Education [Indicate college/university and other specialized education of staff member, giving names of
institutions, degrees obtained, and dates of obtainment]:
6. Membership of Professional Associations:
7. Other Training [Indicate significant training since degrees under 5 - Education were obtained]:
8. Countries of Work Experience: [List countries where staff has worked in the last ten years]:
9. Languages [For each language indicate proficiency: good, fair, or poor in speaking, reading, and writing]:
10. Employment Record [Starting with present position, list in reverse order every employment held by staff
member since graduation, giving for each employment (see format here below): dates of employment, name of
employing organization, positions held.]:
From [Year]:
To [Year]:
Employer:
Positions held:
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
11.
RFP
Detailed Tasks
Assigned
12. Work Undertaken
that Best
Illustrates Capability to Handle
the Tasks Assigned
[List all tasks to be performed under this assignment]
[Among the assignments in which the staff
has been involved, indicate the following
information for those assignments that best
illustrate staff capability to handle the tasks
listed under point 11.]
Name of assignment or project:
Year:
Location:
Client:
Main project features:
Positions held:
Activities performed:
13. Certification:
I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes myself, my
qualifications, and my experience. I understand that any wilful misstatement described herein may lead to my
disqualification or dismissal, if engaged.
Date:
[Signature of staff member or authorized representative of the staff]
Full name of authorized representative:
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Day/Month/Year
Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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FORM TECH-6 STAFFING SCHEDULE1
Staff input (in the form of a bar chart)2
N°
Total staff-month input
Name of Staff
1
2
3
4
5
6
7
8
9
10
11
...
36
Home
Foreign
1
[Home]
[Field]
2
3
n
Subtotal
Local
1
[Home]
[Field]
2
n
Subtotal
Total
1 For Professional Staff the input should be indicated individually; for Support Staff it should be indicated by
category (e.g.: draftsmen, clerical staff, etc.).
2 Months are counted from the start of the assignment. For each staff indicate separately staff input for home and
field work.
3 Field work means work carried out at a place other than the Consultant's home office.
Full time input
Part time input
57
Field3
Total
Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
FORM TECH-7 WORK SCHEDULE
N°
Months2
Activity1
1
2
3
4
5
6
7
8
9
10
...
1
2
3
4
5
n
1
Indicate all main activities of the assignment, including delivery of reports (e.g.: inception, interim, and final
reports), and other benchmarks such as Client approvals. For phased assignments indicate activities,
delivery of reports, and benchmarks separately for each phase.
2
Duration of activities shall be indicated in the form of a bar chart
58
35
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
Section 4: Financial Proposal - Standard Forms
FIN-1
Financial Proposal Submission Form
FIN-2
Summary of Costs
FIN-3
Breakdown of Costs by Activity
FIN-4
Breakdown of Remuneration
FIN-5
Reimbursable expenses
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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FORM FIN-1 FINANCIAL 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 Technical
Proposal. Our attached Financial Proposal is for the sum of [Insert amount(s) in words and
figures1]. This amount is inclusive of all local taxes.
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 Instructions to Bidders.
Commissions and gratuities paid or to be paid by us to agents relating to this Proposal and
Contract execution, if we are awarded the Contract, are listed below2:
Name and Address
of Agents
Amount and
Currency
Purpose of Commission
or Gratuity
We understand you are not bound to accept any Proposal you receive.
We remain,
Yours sincerely,
Authorized Signature [In full and initials]:
Name and Title of Signatory:
Name of Firm:
Address:
1
2
Amounts must coincide with the ones indicated under Total Cost of Financial proposal in Form FIN-2.
If applicable, replace this paragraph with: “No commissions or gratuities have been or are to paid by us to agents
relating to this Proposal and Contract execution.”
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
FORM FIN-2 SUMMARY OF COSTS
Costs (JOD)
Item
Total Costs of Financial Proposal 1
Incidental Expenditures
300,000.00
Total
1
Indicate the total costs, net of local taxes, to be paid by the Client in each currency. Such total costs must coincide
with the sum of the relevant Subtotals indicated in all Forms FIN-3 provided with the Proposal.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
FORM FIN-3 BREAKDOWN OF COSTS BY ACTIVITY1
Group of Activities (Phase):2
Description:3
Cost component
Costs
Remuneration4
Reimbursable Expenses 4
Subtotals
1
2
3
4
Form FIN-3 shall be filled at least for the whole assignment. In case some of the activities require different
modes of billing and payment (e.g.: the assignment is phased, and each phase has a different payment schedule),
the Consultant shall fill a separate Form FIN-3 for each group of activities. For each currency, the sum of the
relevant Subtotals of all Forms FIN-3 provided must coincide with the Total Costs of Financial Proposal indicated
in Form FIN-2.
Names of activities (phase) should be the same as, or correspond to the ones indicated in the second column of
Form TECH-8.
Short description of the activities whose cost breakdown is provided in this Form.
For each currency, Remuneration and Reimbursable Expenses must respectively coincide with relevant Total
Costs indicated in Forms FIN-4, and FIN-5.
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FORM FIN-4 BREAKDOWN OF REMUNERATION1
(This Form FIN-4 shall only be used when the Lump-Sum Form of Contract has been included in
the RFP. Information to be provided in this Form shall only be used to establish payments to the
Consultant for possible additional services requested by the Client)
Name2
Position3
Staff-month Rate4
Foreign Staff
[Home]
[Field]
Local Staff
[Home]
[Field]
1
2
3
4
Form FIN-4 shall be filled in for the same Professional and Support Staff listed in Form TECH-7.
Professional Staff should be indicated individually; Support Staff should be indicated per category (e.g.:
draftsmen, clerical staff).
Positions of the Professional Staff shall coincide with the ones indicated in Form TECH-5.
Indicate separately staff-month rate and currency for home and field work.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
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FORM FIN-5 BREAKDOWN OF REIMBURSABLE EXPENSES
(This Form FIN-5 shall only be used when the Lump-Sum Form of Contract has been included in
the RFP. Information to be provided in this Form shall only be used to establish payments to the
Consultant for possible additional services requested by the Client)
N°
Description
Unit
Per diem allowances
Day
International flights3
Trip
Miscellaneous travel expenses
Trip
Unit Cost2
Communication costs between [Insert
place] and [Insert place]
Subcontracts
Local transportation costs
Training of the Client’s personnel 4
2 Indicate unit cost and currency.
3 Indicate route of each flight, and if the trip is one- or two-ways.
4 Only if the training is a major component of the assignment, defined as such in the TOR.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
SECTION 5
CONTRACT FOR CONSULTANTS’ SERVICES
Lump-Sum
between
Ministry of Transport
and
[Name of the Consultant]
Dated:
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
I. Form of Contract
LUMP-SUM
(Text in brackets [ ] is optional; all notes should be deleted in final text)
This CONTRACT (hereinafter called the “Contract”) is made the [day] day of the month
of [month], [year], between, on the one hand, [name of client] (hereinafter called the
“Client”) and, on the other hand, [name of Consultant] (hereinafter called the
“Consultant”).
WHEREAS
(a)
the Client has requested the Consultant to provide certain consulting
services as defined in this Contract (hereinafter called the “Services”);
(b)
the Consultant, having represented to the Client that it has the required
professional skills, and personnel and technical resources, has agreed to
provide the Services on the terms and conditions set forth in this Contract;
NOW THEREFORE the parties hereto hereby agree as follows:
1.
2.
The following documents attached hereto shall be deemed to form an integral part
of this Contract:
(a)
The General Conditions of Contract;
(b)
The Special Conditions of Contract;
(c)
The following Appendices:
Appendix A: Description of Services
Appendix B: Reporting Requirements
Appendix C: Key Personnel and Sub-Consultants
Appendix D: Breakdown of Contract Price in Local Currency
Appendix E: Services and Facilities Provided by the Client
Appendix F: Form of Advance Payment Guarantee
The mutual rights and obligations of the Client and the Consultant shall be as set
forth in the Contract, in particular:
(a)
the Consultants shall carry out the Services in accordance with the
provisions of the Contract; and
(b)
the Client shall make payments to the Consultants in accordance with the
provisions of the Contract.
IN WITNESS WHEREOF, the Parties hereto have caused this Contract to be signed in
their respective names as of the day and year first above written.
For and on behalf of [name of Client]
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
[Authorized Representative]
For and on behalf of [name of Consultant]
[Authorized Representative]
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
II. General Conditions of Contract
1. General Provisions
1.1
Definitions
Unless the context otherwise requires, the following terms whenever
used in this Contract have the following meanings:
(a)
“Applicable Law” means the laws and any other instruments
having the force of law in the Government’s country, or in such
other country as may be specified in the Special Conditions of
Contract (SC), as they may be issued and in force from time to
time.
(b) “Consultant” means any private or public entity that will
provide the Services to the Client under the Contract.
(b)
“Contract” means the Contract signed by the Parties and all the
attached documents listed in its Clause 1, that is these General
Conditions (GC), the Special Conditions (SC), and the
Appendices.
(c)
“Contract Price” means the price to be paid for the performance
of the Services, in accordance with Clause 6;
(d)
“Effective Date” means the date on which this Contract comes
into force and effect pursuant to Clause GC 2.1.
(e)
“Foreign Currency” means any currency other than the
currency of the Client’s country.
(f)
“GC” means these General Conditions of Contract.
(g)
“Government” means the Government of the Client’s country.
(i)
“Local Currency” means the currency of the Client’s country.
(j)
“Member” means any of the entities that make up the joint
venture/consortium/association, and “Members” means all
these entities.
(k)
“Party” means the Client or the Consultant, as the case may be,
and “Parties” means both of them.
(l)
“Personnel” means persons hired by the Consultant or by any
Sub-Consultants and assigned to the performance of the
Services or any part thereof.
(m) “SC” means the Special Conditions of Contract by which the
GC may be amended or supplemented.
(n)
“Services” means the work to be performed by the Consultant
pursuant to this Contract, as described in Appendix A hereto.
(o)
“Sub-Consultants” means any person or entity to whom/which
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
RFP
the Consultant subcontracts any part of the Services.
(p)
1.2
1.3
Law
Governing
Contract
Language
1.4
Notices
1.4.1
1.4.2
“In writing” means communicated in written form with proof of
receipt.
This Contract, its meaning and interpretation, and the relation
between the Parties shall be governed by the Applicable Law.
This Contract has been executed in the language specified in the SC,
which shall be the binding and controlling language for all matters
relating to the meaning or interpretation of this Contract.
Any notice, request or consent required or permitted to be given or
made pursuant to this Contract shall be in writing. Any such notice,
request or consent shall be deemed to have been given or made when
delivered in person to an authorized representative of the Party to
whom the communication is addressed, or when sent to such Party at
the address specified in the SC.
A Party may change its address for notice hereunder by giving the
other Party notice in writing of such change to the address specified
in the SC.
1.5
Location
The Services shall be performed at such locations as are specified in
Appendix A hereto and, where the location of a particular task is not
so specified, at such locations, whether in the Government’s country
or elsewhere, as the Client may approve.
1.6
Authority of
Member in
Charge
In case the Consultant consists of a joint venture/ consortium/
association of more than one entity, the Members hereby authorize
the entity specified in the SC to act on their behalf in exercising all
the Consultant’s rights and obligations towards the Client under this
Contract, including without limitation the receiving of instructions
and payments from the Client.
1.7
Authorized
Representatives
Any action required or permitted to be taken, and any document
required or permitted to be executed under this Contract by the Client
or the Consultant may be taken or executed by the officials specified
in the SC.
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Development of Long Term National Transport Strategy for the Hashemite Kingdom of Jordan
1.8
Taxes and
Duties
1.9
Fraud and
Corruption
1.9.1 Definitions
RFP
The Consultant, Sub-Consultants, and their Personnel shall pay such
indirect taxes, duties, fees, and other impositions levied under the
Applicable Law as specified in the SC, the amount of which is
deemed to have been included in the Contract Price.
(a) defines, for the purpose of this provision, the terms set forth
below as follows:
(i)
“corrupt practice” means the offering, receiving, or
soliciting, directly or indirectly, of anything of value to
influence the action of a public official in the selection
process or in contract execution;
(ii)
“fraudulent practice” means a misrepresentation or
omission of facts in order to influence a selection process
or the execution of a contract;
(iii) “collusive practices” means a scheme or arrangement
between two or more consultants, with or without the
knowledge of the Client, designed to establish prices at
artificial, non-competitive levels;
(iv) “coercive practices” means harming or threatening to
harm, directly or indirectly, persons or their property to
influence their participation in a procurement process, or
affect the execution of a contract;
1.9.2 Measures
to be
Taken
(c) will sanction a Consultant, including declaring the Consultant
ineligible, either indefinitely or for a stated period of time, to
be awarded a contract if it at any time determines that the
Consultant has, directly or through an agent, engaged in
corrupt, fraudulent, collusive or coercive practices in
competing for, or in executing, a government-financed
contract;
(d)
1.9.3 Commissions and
Fees
Will require the successful Consultant to disclose any
commissions or fees that may have been paid or are to be paid
to agents, representatives, or commission agents with respect
to the selection process or execution of the contract. The
information disclosed must include at least the name and
address of the agent, representative, or commission agent, the
amount and currency, and the purpose of the commission or
fee.
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2. Commencement, Completion, Modification and Termination of Contract
2.1
Effectiveness
of Contract
This Contract shall come into effect on the date the Contract is
signed by both Parties or such other later date as may be stated in
the SC. The date the Contract comes into effect is defined as the
Effective Date.
Commencement of
Services
Expiration of
Contract
The Consultant shall begin carrying out the Services not later than
the number of days after the Effective Date specified in the SC.
2.4
Modifications
or Variations
Any modification or variation of the terms and conditions of this
Contract, including any modification or variation of the scope of the
Services, may only be made by written agreement between the
Parties. However, each Party shall give due consideration to any
proposals for modification or variation made by the other Party.
2.5
Force Majeure
2.2
2.3
2.5.1 Definition
2.5.2 No
Breach
of
Contract
Unless terminated earlier pursuant to Clause GC 2.6 hereof, this
Contract shall expire at the end of such time period after the
Effective Date as specified in the SC.
For the purposes of this Contract, “Force Majeure” means an event
which is beyond the reasonable control of a Party and which makes a
Party’s performance of its obligations under the Contract impossible
or so impractical as to be considered impossible under the
circumstances.
The failure of a Party to fulfill any of its obligations under the
contract shall not be considered to be a breach of, or default under,
this Contract insofar as such inability arises from an event of Force
Majeure, provided that the Party affected by such an event (a) has
taken all reasonable precautions, due care and reasonable alternative
measures in order to carry out the terms and conditions of this
Contract, and (b) has informed the other Party as soon as possible
about the occurrence of such an event.
2.5.3 Extension
of Time
Any period within which a Party shall, pursuant to this Contract,
complete any action or task, shall be extended for a period equal to
the time during which such Party was unable to perform such action
as a result of Force Majeure.
2.5.4 Payments
During the period of their inability to perform the Services as a result
of an event of Force Majeure, the Consultant shall be entitled to
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continue to be paid under the terms of this Contract, as well as to be
reimbursed for additional costs reasonably and necessarily incurred
by them during such period for the purposes of the Services and in
reactivating the Service after the end of such period.
2.6
Termination
The Client may terminate this Contract in case of the occurrence of
2.6.1 By the
Client
any of the events specified in paragraphs (a) through (f) of this
Clause GC 2.6.1. In such an occurrence the Client shall give a not
less than thirty (30) days’ written notice of termination to the
Consultant, and sixty (60) days’ in the case of the event referred to
in (e).
(a)
If the Consultant does not remedy a failure in the performance
of their obligations under the Contract, within thirty (30) days
after being notified or within any further period as the Client
may have subsequently approved in writing.
(b)
If the Consultant becomes insolvent or bankrupt.
(c)
If the Consultant, in the judgment of the Client has engaged in
corrupt or fraudulent practices in competing for or in executing
the Contract.
(d)
If, as the result of Force Majeure, the Consultant are unable to
perform a material portion of the Services for a period of not
less than sixty (60) days.
(e)
If the Client, in its sole discretion and for any reason
whatsoever, decides to terminate this Contract.
(f)
If the Consultant fails to comply with any final decision
reached as a result of arbitration proceedings pursuant to Clause
GC 8 hereof.
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2.6.2
2.6.3
By the
Consulta
nt
Payment
upon
Termination
RFP
The Consultants may terminate this Contract, by not less than thirty
(30) days’ written notice to the Client, such notice to be given after
the occurrence of any of the events specified in paragraphs (a)
through (c) of this Clause GC 2.6.2:
(a)
If the Client fails to pay any money due to the Consultant
pursuant to this Contract and not subject to dispute pursuant to
Clause GC 7 hereof within forty-five (45) days after receiving
written notice from the Consultant that such payment is
overdue.
(b)
If, as the result of Force Majeure, the Consultant is unable to
perform a material portion of the Services for a period of not
less than sixty (60) days.
(c)
If the Client fails to comply with any final decision reached as a
result of arbitration pursuant to Clause GC 8 hereof.
Upon termination of this Contract pursuant to Clauses GC 2.6.1 or
GC 2.6.2, the Client shall make the following payments to the
Consultant:
(a)
payment pursuant to Clause GC 6 for Services satisfactorily
performed prior to the effective date of termination;
(b)
except in the case of termination pursuant to paragraphs (a)
through (c), and (f) of Clause GC 2.6.1, reimbursement of any
reasonable cost incident to the prompt and orderly termination
of the Contract, including the cost of the return travel of the
Personnel and their eligible dependents.
3. Obligations of the Consultant
3.1
General
3.1.1 Standard
of
Performance
The Consultant shall perform the Services and carry out their
obligations hereunder with all due diligence, efficiency and
economy, in accordance with generally accepted professional
standards and practices, and shall observe sound management
practices, and employ appropriate technology and safe and effective
equipment, machinery, materials and methods. The Consultant shall
always act, in respect of any matter relating to this Contract or to the
Services, as faithful advisers to the Client, and shall at all times
support and safeguard the Client’s legitimate interests in any dealings
with Sub-Consultants or third Parties.
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3.2
Conflict of
Interests
3.2.1 Consultants Not to
Benefit
from
Commissions, Discounts, etc.
3.2.2 Consultant
and
Affiliates
Not to be
Otherwise
Interested
in Project
RFP
The Consultant shall hold the Client’s interests paramount, without
any consideration for future work, and strictly avoid conflict with
other assignments or their own corporate interests.
The payment of the Consultant pursuant to Clause GC 6 shall
constitute the Consultant’s only payment in connection with this
Contract or the Services, and the Consultant shall not accept for their
own benefit any trade commission, discount, or similar payment in
connection with activities pursuant to this Contract or to the Services
or in the discharge of their obligations under the Contract, and the
Consultant shall use their best efforts to ensure that the Personnel,
any Sub-Consultants, and agents of either of them similarly shall not
receive any such additional payment.
The Consultant agrees that, during the term of this Contract and after
its termination, the Consultant and any entity affiliated with the
Consultant, as well as any Sub-Consultants and any entity affiliated
with such Sub-Consultants, shall be disqualified from providing
goods, works or services (other than consulting services) resulting
from or directly related to the Consultant’s Services for the
preparation or implementation of the project.
The Consultant shall not engage, and shall cause their Personnel as
3.2.3 Prohibition
of
well as their Sub-Consultants and their Personnel not to engage,
Conflicting
Activities
either directly or indirectly, in any business or professional activities
which would conflict with the activities assigned to them under this
Contract.
3.3
Confidentiality Except with the prior written consent of the Client, the Consultant
and the Personnel shall not at any time communicate to any person
or entity any confidential information acquired in the course of the
Services, nor shall the Consultant and the Personnel make public the
recommendations formulated in the course of, or as a result of, the
Services.
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3.5 Consultant’s
Actions Requiring
Client’s Prior
Approval
3.6
3.7
3.8
RFP
The Consultant shall obtain the Client’s prior approval in writing before
taking any of the following actions:
(a)
entering into a subcontract for the performance of any part of the
Services,
(b)
appointing such members of the Personnel not listed by name in
Appendix C, and
(c)
any other action that may be specified in the SC.
(a)
The Consultant shall submit to the Client the reports and
documents specified in Appendix B hereto, in the form, in the
numbers and within the time periods set forth in the said Appendix.
(b)
Final reports shall be delivered in CD ROM in addition to the hard
copies specified in said Appendix.
(a)
Documents
Prepared by
the Consultant
to be the
Property of
the Client
All plans, drawings, specifications, designs, reports, other
documents and software submitted by the Consultant under this
Contract shall become and remain the property of the Client, and
the Consultant shall, not later than upon termination or expiration
of this Contract, deliver all such documents to the Client, together
with a detailed inventory thereof.
(b)
The Consultant may retain a copy of such documents and software.
Restrictions about the future use of these documents, if any, shall
be specified in the SC.
Reporting
Obligations
Accounting,
Inspection and
Auditing
The Consultant (i) shall keep accurate and systematic accounts and
records in respect of the Services hereunder, in accordance with
internationally accepted accounting principles and in such form and
detail as will clearly identify all relevant time changes and costs,
and the bases thereof, and (ii) shall periodically permit the Client or
its designated representative and up to two years from the
expiration or termination of this Contract, to inspect the same and
make copies thereof as well as to have them audited by auditors
appointed by the Client, if so required by the Client as the case may
be.
4. CONSULTANT’S Personnel
4.1
Description of
Personnel
The Consultant shall employ and provide such qualified and experienced
Personnel and Sub-Consultants as are required to carry out the Services.
The titles, agreed job descriptions, minimum qualifications, and
estimated periods of engagement in the carrying out of the Services of
the Consultant’s Key Personnel are described in Appendix C. The Key
Personnel and Sub-Consultants listed by title as well as by name in
Appendix C are hereby approved by the Client.
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4.2
Removal
and/or
Replacement
of Personnel
RFP
(a)
Except as the Client may otherwise agree, no changes shall be
made in the Key Personnel. If, for any reason beyond the
reasonable control of the Consultant, such as retirement, death,
medical incapacity, among others, it becomes necessary to replace
any of the Key Personnel, the Consultant shall provide as a
replacement a person of equivalent or better qualifications.
(b)
If the Client finds that any of the Personnel have (i) committed
serious misconduct or have been charged with having committed a
criminal action, or (ii) have reasonable cause to be dissatisfied with
the performance of any of the Personnel, then the Consultant shall,
at the Client’s written request specifying the grounds thereof,
provide as a replacement a person with qualifications and
experience acceptable to the Client.
(c)
The Consultant shall have no claim for additional costs arising out
of or incidental to any removal and/or replacement of Personnel.
5. Obligations of the Client
5.1
Assistance and The Client shall use its best efforts to ensure that the Government shall
provide the Consultant such assistance and exemptions as specified in
Exemptions
the SC.
5.2
Change in the
Applicable
Law Related to
Taxes and
Duties
If, after the date of this Contract, there is any change in the Applicable
Law with respect to taxes and duties which increases or decreases the
cost incurred by the Consultant in performing the Services, then the
remuneration and reimbursable expenses otherwise payable to the
Consultant under this Contract shall be increased or decreased
accordingly by agreement between the Parties, and corresponding
adjustments shall be made to the amounts referred to in Clauses GC 6.2
(a) or (b), as the case may be.
5.3
Services and
Facilities
The Client shall make available free of charge to the Consultant the
Services and Facilities listed under Appendix F.
6. Payments to the Consultant
6.1
Lump-Sum
Payment
The total payment due to the Consultant shall not exceed the Contract
Price which is an all inclusive fixed lump-sum covering all costs
required to carry out the Services described in Appendix A. Except as
provided in Clause 5.2, the Contract Price may only be increased above
the amounts stated in Clause 6.2 if the Parties have agreed to additional
payments in accordance with Clause 2.4.
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6.2
Contract Price (a)
(b)
RFP
The price payable in foreign currency/currencies is set forth in the
SC.
The price payable in local currency is set forth in the SC.
6.3
Payment for
Additional
Services
For the purpose of determining the remuneration due for additional
services as may be agreed under Clause 2.4, a breakdown of the lumpsum price is provided in Appendices D and E.
6.4
Terms and
Conditions of
Payment
Payments will be made to the account of the Consultant and according
to the payment schedule stated in the SC. Unless otherwise stated in the
SC, the first payment shall be made against the provision by the
Consultant of an advance payment guarantee for the same amount, and
shall be valid for the period stated in the SC. Such guarantee shall be in
the form set forth in Appendix G hereto, or in such other form, as the
Client shall have approved in writing. Any other payment shall be made
after the conditions listed in the SC for such payment have been met,
and the Consultant has submitted an invoice to the Client specifying the
amount due.
6.5
Interest on
Delayed
Payments
If the Client has delayed payments beyond fifteen (15) days after the due
date stated in the Clause SC 6.4, interest shall be paid to the Consultant
for each day of delay at the rate stated in the SC.
7. Good Faith
7.1
Good Faith
The Parties undertake to act in good faith with respect to each other’s
rights under this Contract and to adopt all reasonable measures to ensure
the realization of the objectives of this Contract.
8. Settlement Of Disputes
8.1
Amicable
Settlement
The Parties agree that the avoidance or early resolution of disputes is
crucial for a smooth execution of the Contract and the success of the
assignment. The Parties shall use their best efforts to settle amicably all
disputes arising out of or in connection with this Contract or its
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interpretation.
8.2
Dispute
Resolution
Any dispute between the Parties as to matters arising pursuant to this
Contract that cannot be settled amicably within thirty (30) days after
receipt by one Party of the other Party’s request for such amicable
settlement may be submitted by either Party for settlement in accordance
with the provisions specified in the SC.
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III. Special Conditions of Contract
Number of
GC Clause
Amendments of, and Supplements to, Clauses in the
General Conditions of Contract
1.1(a)
The words “in the Government’s country” are amended to read “in Jordan
1.3
The language is/ English
1.4
The addresses are:
Client:
Ministry of Transport
Attention:
H.E. Minister of Transport
Saád Ben Abi Waqqas Street
P.O.Box. 35214
Amman-11180 Jordan
Tel. +962-6-1158555
Fax.+962-6-1127255
Email: ABatayneh@MOT.GOV.JO
Consultant:
Attention:
Facsimile:
E-mail:
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1.6
RFP
{The Member in Charge is [insert name of member]}
Note: If the Consultant consists of a joint venture/ consortium/ association
of more than one entity, the name of the entity whose address is specified in
Clause SC 1.6 should be inserted here. If the Consultant consists only of
one entity, this Clause SC 1.8 should be deleted from the SC.
1.7
The Authorized Representatives are:
For the Client:
H.E. Minister of Transport
For the Consultant:
1.8
The Client warrants that the Consultant, the Sub-Consultants and the
Personnel shall not be exempted from any indirect taxes, duties, fees, levies
and other impositions imposed, under the Applicable Law, on the
Consultant, the Sub-Consultants and the Personnel.
2.1
The Effective Date is the date of signing the contract.
2.2
The date for the commencement of Services is 14 days after contract
signature.
2.3
The time period shall be 36 months duration.
3.4
The risks and the coverage shall be as follows:
(a)
Third Party motor vehicle liability insurance in respect of motor
vehicles operated in the Government’s country by the Consultant or its
Personnel or any Sub-Consultants or their Personnel, with a minimum
coverage of 150,000.00 JOD
(b)
Third Party liability insurance, with a minimum coverage of
200,000.00 JOD
(c)
Professional liability insurance, with a minimum coverage of
2,000,000.00 JOD
(d)
employer’s liability and workers’ compensation insurance in respect of
the Personnel of the Consultant and of any Sub-Consultants, in
accordance with the relevant provisions of the Applicable Law, as well
as, with respect to such Personnel, any such life, health, accident,
travel or other insurance as may be appropriate; and
(e)
insurance against loss of or damage to (i) equipment purchased in
whole or in part with funds provided under this Contract, (ii) the
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Consultant’s property used in the performance of the Services, and (iii)
any documents prepared by the Consultant in the performance of the
Services.
3.7 (b)
The Consultant shall not use these documents for purposes unrelated to this
Contract without the prior written approval of the Client.
6.2(a)
The amount in foreign currency or currencies is N.A.
6.2(b)
The amount in local currency is..........................JOD
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6.4
RFP
The accounts are:
for foreign currency or currencies: [insert account]
for local currency: [insert account]
Payments shall be made according to the following schedule:
(a)
Twenty (20) percent of the lump-sum amount shall be paid upon
submission and approval of the Inception Report as specified in the
TOR.
(b)
Thirty (30) percent of the Total Contract Amount shall be paid upon
the submission and approval of the technical Report which includes the
results of activities (3,4) as specified in the TOR.
(c)
Twenty five (25) percent of the Total Contract Amount shall be paid
upon the submission and approval of a Draft Final Report as specified
in the TOR.
(d)
Fifteen (15) percent of the Total Contract Amount shall be paid upon
the submission and approval of a Final Report as specified in the TOR.
(e) Ten (10) percent of the Total Contract Amount shall be paid upon the
execution of the Technical Training Courses as specified in the TOR.
Consultant can ask for Ten (10) percent of the Total Contract Amount,
as an advanced payment, which can be paid against the submission of
a bank guarantee for the same amount.
The advanced payment amount will be refunded by deducting (2.5)
percent from each payment.
The bank guarantee for advanced payment shall be released upon the
submittal and approval of all reports.
6.5
The interest rate is: ZERO
8.2
Disputes shall be settled by arbitration in accordance with the following
provisions:
a) In accordance with the Jordanian law.
b) The place of arbitration will be in Amman/Jordan.
c) Language will be conducted in English.
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IV. Appendices
Appendix A – Description of Services
Note: Give detailed descriptions of the Services to be provided, dates for completion of
various tasks, place of performance for different tasks, specific tasks to be approved by
Client, etc.
Appendix B - Reporting Requirements
Reports need to be presented in six hard copies and a CD.
Appendix C - Key Personnel and Sub-Consultants
Note: List under:
C-1
Titles [and names, if already available], detailed job descriptions and minimum
qualifications of Key Foreign Personnel to be assigned to work in the
Government’s country, and estimated staff-months for each.
C-2
Same as C-1 for Key Foreign Personnel to be assigned to work outside the
Government’s country.
C-3
List of approved Sub-Consultants (if already available); same information with
respect to their Personnel as in C-1 or C-2.
C-4
Same information as C-1 for Key local Personnel.
Appendix D - Breakdown of Contract Price in Local Currency
Note: List here the elements of cost used to arrive at the breakdown of the lump-sum
price - local currency portion:
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1.
2.
RFP
Monthly rates for Personnel (Key Personnel and other Personnel).
Reimbursable expenditures.
This appendix will exclusively be used for determining remuneration for additional
services.
Appendix E - Services and Facilities Provided by the Client
The Ministry of Public Works and Housing will provide:
- Office Space
- Telephone local calls
- Fax Services
Appendix F - Form of Advance Payments Guarantee
Note: See Clause GC 6.4 and Clause SC 6.4.
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Bank Guarantee for Advance Payment
_____________________________ [Bank’s Name, and Address of Issuing Branch or
Office]
Beneficiary: H.E. Minister of Transport
P. O. Box, Amman, Jordan
Date: ________________
ADVANCE PAYMENT GUARANTEE No.:
_________________
We have been informed that [name of Consulting Firm] (hereinafter called "the
Consultants") has entered into Contract No. [reference number of the contract] dated
[insert date] with you, for the provision of [brief description of Services] (hereinafter
called "the Contract").
Furthermore, we understand that, according to the conditions of the Contract, an advance
payment in the sum of [amount in figures] ([amount in words]) is to be made against an
advance payment guarantee.
At the request of the Consultants, we [name of Bank] hereby irrevocably undertake to pay
you any sum or sums not exceeding in total an amount of [amount in figures] ([amount in
words])1 upon receipt by us of your first demand in writing accompanied by a written
statement stating that the Consultants are in breach of their obligation under the Contract
because the Consultants have used the advance payment for purposes other than toward
providing the Services under the Contract.
It is a condition for any claim and payment under this guarantee to be made that the
advance payment referred to above must have been received by the Consultants on their
account number ___________ at [name and address of Bank].
The maximum amount of this guarantee shall be progressively reduced by the amount of
the advance payment repaid by the Consultants as indicated in copies of certified monthly
statements which shall be presented to us. This guarantee shall expire, at the latest, upon
our receipt of the monthly payment certificate indicating that the Consultants have made
full repayment of the amount of the advance payment, or on the __ day of ___________,
2___,2 whichever is earlier. Consequently, any demand for payment under this guarantee
must be received by us at this office on or before that date.
1
2
The Guarantor shall insert an amount representing the amount of the advance payment and denominated
either in the currency(ies) of the advance payment as specified in the Contract, or in a freely convertible
currency acceptable to the Client.
Insert the expected expiration date. In the event of an extension of the time for completion of the
Contract, the Client would need to request an extension of this guarantee from the Guarantor. Such
request must be in writing and must be made prior to the expiration date established in the guarantee. In
preparing this guarantee, the Client might consider adding the following text to the form, at the end of the
penultimate paragraph: “The Guarantor agrees to a one-time extension of this guarantee for a period not
to exceed [six months][one year], in response to the Client’s written request for such extension, such
request to be presented to the Guarantor before the expiry of the guarantee.”
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This guarantee is subject to the Uniform Rules for Demand Guarantees, ICC Publication
No. 458.
_____________________
[signature(s)]
Note: All italicized text is for indicative purposes only to assist in preparing this form
and shall be deleted from the final product.
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