Training Schedule

[Audio] 09: 00 - 09: 05 - Welcome note by Christine Al Sayah - UNIFIL Training Unit 09:05 - 09: 10 - Introduction by Mr. Joel Cohen, UNFICYP CMS 09:10 - 09:15 - Introduction by Mr. Peter Miller, UNIFIL CSCM 09: 15 - 09: 40 - Welcome and introduction by Ms. Nina Humackic, UNIFIL Contracts Management Officer - Trainer 09:40 - 09: 55 - Introduction and training by Ms. Christine Braidy, UNIFIL Acquisition Planning Officer, Trainer - Acquisition Planning 09:55- 11:15 - Training session by Ms. Nina Humackic.

[Audio] Topics to cover: SOW\SOR Preparation Technical Evaluation Matrix and Committee Contract Management ( 21- 25 February 2022).

[Audio] SOW\SOR Preparation ( 8- 11 February 2022) Date: Tuesday, 8 February 2022 Time: 09:00hrs – 11:15hrs Time: 13:15hrs – 15:30hrs Preparation for development of SOW\SOR: Demand plan ( budget, SDS, System Contracts); SOW\SOR requirement ( techniques to develop SOW\SOR and NTE) Date: Wednesday, 9 February 2022 Time: 09:00hrs – 11:15hrs Time: 13:15hrs – 15:30hrs SOW drafting: Structure of SOW\SOR; Specifications for goods; Specification for services ( QP, KPIs); Specifications for complex requirements; Date: Friday, 11 February 2022 Time: 09: 00hrs – 11:15hrs Time: 13:15hrs – 15: 30hrs SOW drafting: Quality Control, KPIs, Risk assessment, TE matrix. SOW elements important for TE matrix and Service Level Agreements ( SLA); Open discussion with participants..

Week from 14 to 18 February 2022. 2. Technical Evaluation Matrix and Committee (14-18 February 2022) Date: Monday, 14 February 2022 Time: 09:00hrs – 11:15hrs Time: 13:15hrs – 15:30hrs Technical Evaluation Matrix: Types; Weighing criterias; Elements of TE matrix; Structure; Exercise for participants. Date: Wednesday, 16 February 2022 Time: 9:00hrs – 11:15hrs Time: 13:15hrs – 15:30hrs Technical Evaluation Matrix: Revision of exercise; Ratio of points in TE matrix; Lessons learnt; Exercise (draft TE report); Discussion with participants. Date: Friday, 18 February 2022 Time: 09:00hrs – 11:15hrs Time: 13:15hrs – 15:30hrs TE Committee: Role of TE Committee as per PM; Structure of TE Committee; Prerequisite for TE members. Elements of TE reports; Best practices..

Week from 21 to 25 February 2022. 3. Contract Management (21-25 February 2022) Date: Monday, 21 February 2022 Time: 09:00hrs – 11:15hrs Contract Management: Contract Administration under PS; Contract Management under Technical Sections and CPEU; Elements of CM (start up, kick off, lessons learnt. Date: Wednesday, 23 February 2022 Time: 09:00hrs – 11:15hrs Contract Management: Kick off\start up\implementation; Contract monitoring ( KPIs , Quality Control, Risk mitigation); Close out. Date: Friday, 25 February 2022 Time: 09:00hrs – 11:15hrs Contract Management: Importance of CPRT in CM; Documents to upload; IFS; Lessons learnt on completion of CPRT \IFS..

Introduction of participants. Name Section Role in procurement process Training expectations (please share in chat box).

Acquisition planning.

Statement of Requirements Preparation and Techniques.

[Audio] Statement of requirements preparation Techniques\Models Elements to consider Not to exceed amount ( NTE) – projection of costs.

TSs , assisted by AMS and procurement officers, should plan for the required goods/services with DMS guidance on support concept (Mission Support Plan) and procurement strategies..

Technical Sections, assisted by AMS and procurement officers, should define proper statements of requirements, SOWs , performance standards and/or tech specs..

There are three main perspectives to be considered when properly defining requirements: Mission Perspective – Mission Mandate & Support Concept Client/User Perspective – The end-user will answer questions about what problems need to be solved and how they will interact with the product/services. Technical Perspective – Engineers provide the technical perspective required to answer questions about how the mission’s objectives can be achieved.

SOURCE Internal UN system Internet references Other INCLUDING Locally established rosters Former contracts Previous shortlists within same field Consultation with colleagues and requisitioners Sourcing support - some organizations have a central support function for sourcing United Nations Global Marketplace (UNGM) — where information can be found on what other agencies are buying and a comprehensive global roster of suppliers can be accessed (for more information see Chapter 10: United Nations Global Marketplace) Consultation with colleagues from other organizations who have bought similar products External supplier rosters with references to products and services DACON, a database of consulting companies maintained by the World Bank and the Development bank Inter-American (www.dgmarket.com/dacon/) EU Tenders Electronic Daily, TED (https://ted-europa.eu) Chambers of Commerce, Trade Delegations, Permanent Missions, Governrnent procurement authorities Research and advisory organizations such as Gartner, Forrester, IDC, Procurement Leaders, CEB Financial reports on companies prepared by financial service providers.

Statement of Work Performance-Based Contracting. Performance-based contracting involves structuring all aspects of an acquisition. The Statement of Works (SOW) is a document that defines the products, which can be goods, works or services, which are to be provided by the contractors under commercial contractual agreements with the United Nations. The SOW sets out the scope of requirements, schedule, specifications, quality standards, as well as the objectives, constraints, and success criteria of the contract..

A formal written description of your minimum requirements to be performed by a contractor The “heart of your procurement”.

Business requirements identification & analysis. When (time) What (goods, service, work) How (approach to procurement - approved supplier, new supplier, sing stage tender, two stage tender) Why (Purpose, objectives, usa e Who (user organization, beneficiary, consumer, supplier) Where (location origin / destination).

Helpful Development of evaluation criteria to evaluate sourcing options Development of supplier selection criteria Basis for negotiation Basis for developing performance measurement framework Basis for ongoing management of supplier Basis for triggering review of the category.

E E P S T L. Political Forces The rules, regulations, constraints and conditions made by the government.

Sufficient funds are available for the requirement. The Requisitioner is responsible for securing specific funding allocated only to the applicable procurement, both at the time of contract award and during the entire life of the contract; Historical data Market research.