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Guidelines for Bidding and Contract Templates

Feb 25, 2018

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    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    Preamble:

    The aim is to provide g ida!"e to "o!tra"t o##i"ers a!d other spe"ia$ists i! "omp$eti!gthe sta!dard temp$ates #or %OR&S' SUPPL( a!d SER)ICE te!der * "o!tra"tpro"ed res' +, ma-i!g re"omme!datio!s a!d high$ighti!g pote!tia$ ris- areas. %hi$e"omp$eti!g the temp$ates it is esse!tia$ to +e assisted +, the a thor o# the te"h!i"a$spe"i#i"atio!s or terms o# re#ere!"es a!d the # t re s pervisi!g e!gi!eer or pro/e"tma!ager o# the 0or-s' s pp$ies or servi"es. The AT1ENA Fi!a!"ia$ Reg $atio!' i!"$ di!gPart II 2R $es o! Pro" reme!t3 is the overar"hi!g reg $atio! a!d s persedes a$$ #orms o#g ide$i!es a!d temp$ates i! "ase o# "o!#$i"ti!g i!str "tio!s a!d i!terpretatio! or otheri!"o!siste!"ies.

    A$$ ,e$$o0 #ie$ds thro gho t the temp$ates are short i!str "tio!s4g ide$i!es to theatte!tio! o# the "o!tra"ti!g o##i"er 0ho 0i$$ "omp$ete a!d prepare the respe"tivedo" me!ts tai$ored to the spe"i#i" !eed o# the s pp$,' servi"es or pro/e"t40or-s i!5 estio!. The te6t high$ighted i! ,e$$o0 sho $d +e de$eted +e#ore the +iddi!g do" me!tsare re$eased.

    A$$ parts i! gre, a!d4or 78+et0ee! +ra"-ets9: sho $d +e "omp$eted4de$eted +, the"o!tra"t o##i"er assisted +, the a thor o# the te"h!i"a$ spe"i#i"atio!s #or s pp$ies a!d0or-s or the terms o# re#ere!"e #or servi"es.

    This g ide$i!e is "omposed o# ; se"tio!s "overi!g respe"tive$, a!d sho $d e6"$ sive$, "over $ega$' admi!istrative or #i!a!"ia$ aspe"tsa!d not te"h!i"a$ re5 ireme!ts.

    Spe"ia$ Co!ditio!s a$0a,s s persede Ge!era$ Co!ditio!s i! "ase o# i!"o!siste!",.

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    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    Terms o# Re#ere!"e 2A!!e6 II3' Orga!isatio! a!d Methodo$og, 2A!!e6 III3' a!d List o#&e, E6perts 2A!!e6 I)33' i! the i!str "tio! to +idders 2"$a se .@ a!d ? .=3 a!dre#$e"ted thro gh the te"h!i"a$ eva$ atio! grid sed 2Part C o# the +iddi!g dossier3.

    A s pp$, "o!tra"t "a! +e a0arded +ased o! 2a3 the lowest price 0hi$e +ei!g # $$,admi!istrative$, a!d te"h!i"a$$, "omp$ia!t or 2+3 best value #or mo!e,' +, se$e"ti!gthe +id prese!ti!g the +est te"h!i"a$ 5 a$it, 0eighted agai!st the pri"e o##ered o! a 2te"h!i"a$34@ 2#i!a!"ia$3 ratio.

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    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    Depe!di!g o! the a0ard "riteria sed' the eva$ atio! o# the te"h!i"a$ se$e"tio! "riteriaa!d the pri"e sha$$ di##er a!d as s "h the te"h!i"a$ eva$ atio! grids sha$$ +e di##ere!t.

    (a) Lowest price award:

    The se$e"tio! "riteria de#i!ed i! the pro" reme!t !oti"e 2poi!t ? 3 a!d "$a se ?a!d ? o# the i!str "tio! to +idders sha$$ +e de#i!ed as s "h that a Yes/No a!s0er "a! +e give! o! ea"h o# them. A +id is "o!sidered # $$, te"h!i"a$"omp$ia!t 0he! all se$e"tio! "riteria "a! +e a!s0ered +, ,es' o!e !o 0o $dma-e the +id te"h!i"a$$, !o! "omp$ia!t a!d e$imi!ated #rom # rther eva$ atio!.O# a$$ +ids +ei!g # $$, admi!istrative$, a!d te"h!i"a$$, "omp$ia!t the o!e o##eri!gthe $o0est pri"e is se$e"ted #or "o!tra"t a0ard. I! some i!sta!"es other "osts 2i.e."ost o# mai!te!a!"e' spare parts et" 3 ma, +e "a$" $ated 0he! de#i!i!g the$o0est pri"ed +id' ho0ever this sho $d +e "$ear$, i!di"ated 2i!"$ di!g the"a$" $atio! me"ha!ism3 i! the +iddi!g do" me!ts 2"$a se ? a!d ? a!d Part B'a!!e6 III3 +e#ore +ei!g p +$ished.

    (b) Best value for mone award:

    The se$e"tio! "riteria de#i!ed i! the pro" reme!t !oti"e 2poi!t ? 3 a!d "$a se ?a!d ? o# the i!str "tio! to +idders sha$$ +e eva$ ated +, app$,i!g a s"ore toea"h o# them a!d p to a ma6im m as de#i!ed i! the te"h!i"a$ eva$ atio! grid2Part C o# the +iddi!g dossier3. Bids o+tai!i!g a! average s"ore 2average o# thes"ores o# ea"h eva$ atio! mem+er3 o# $ess tha! H poi!ts sha$$ +e "o!sidered aste"h!i"a$ !o! "omp$ia!t a!d !ot eva$ ated # rther. I! this "ase' H poi!tsreprese!ts the $o0er thresho$d !der 0hi"h the Co!tra"t A0ard Committee"o!siders that the +idder does !ot g ara!tee a!d demo!strate to have the

    pro#essio!a$ a!d te"h!i"a$ "apa"it, to de$iver a!d i!sta$$ the s pp$ies 0ithi! there5 ireme!ts o# the te"h!i"a$ spe"i#i"atio!s.Bidders o+tai!i!g a! average s"ore o# at $east H poi!ts sha$$ +e eva$ ated# rther a!d their respe"tive te"h!i"a$ s"ore de#i!ed.S +se5 e!t$, the #i!a!"ia$ s"ore is de#i!ed a!d eve!t a$$, 0eighted agai!st thete"h!i"a$ s"ore o! a respe"tive$, !"/#" +asis. The +id o+tai!i!g the highestovera$$ s"ore is se$e"ted #or "o!tra"t a0ard.

    The # $$ "a$" $atio! method o# the te"h!i"a$' #i!a!"ia$ a!d overa$$ s"ores iso t$i!ed i! temp$ate =+ S pp$, Co!tra"t A0ard Committee Report.

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    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    %hether the +est va$ e or $o0est pri"e a0ard method is sed' parti" $ar atte!tio!sho $d +e give! to the #o$$o0i!g adva!tages a!d disadva!tages o# ea"h method 0hi$ese$e"ti!g o!e o# them

    2a3 Lo0est pri"e a0ard pro"ed re3' i! the i!str "tio! to +idders 2"$a se 12 ' =@' =;' = 3 a!dre#$e"ted thro gh the te"h!i"a$ eva$ atio! grid sed 2)o$ me ?' se"tio! ; o# the +iddi!gdossier3.

    A 0or-s "o!tra"t "a! +e a0arded +ased o! 2a3 the lowest price 0hi$e +ei!g # $$,admi!istrative$, a!d te"h!i"a$$, "omp$ia!t or 2+3 best value #or mo!e,' +, se$e"ti!gthe +id prese!ti!g the +est te"h!i"a$ 5 a$it, 0eighted agai!st the pri"e o##ered o! a 2te"h!i"a$34@ 2#i!a!"ia$3 ratio.

    Depe!di!g o! the a0ard "riteria sed' the eva$ atio! o# the te"h!i"a$ se$e"tio! "riteriaa!d the pri"e sha$$ di##er a!d as s "h the te"h!i"a$ eva$ atio! grids sha$$ +e di##ere!t.

    9a Lowest price award:

    The se$e"tio! "riteria de#i!ed i! the pro" reme!t !oti"e 2poi!t ? 3 a!d "$a se @.=o# the i!str "tio! to +idders sha$$ +e de#i!ed as s "h that a Yes/No a!s0er "a!+e give! o! ea"h o# them. A +id is "o!sidered # $$, te"h!i"a$ "omp$ia!t 0he! all se$e"tio! "riteria "a! +e a!s0ered +, ,es' o!e !o 0o $d ma-e the +id te"h!i"a$$,!o! "omp$ia!t a!d e$imi!ated #rom # rther eva$ atio!.O# a$$ +ids +ei!g # $$, admi!istrative$, a!d te"h!i"a$$, "omp$ia!t the o!e o##eri!gthe $o0est pri"e is se$e"ted #or "o!tra"t a0ard. I! some i!sta!"es other "osts 2i.e."ost o# mai!te!a!"e' et" 3 ma, +e "a$" $ated 0he! de#i!i!g the $o0est pri"ed+id' ho0ever this sho $d +e "$ear$, i!di"ated 2i!"$ di!g the "a$" $atio!me"ha!ism3 i! the +iddi!g do" me!ts 2"$a se = a!d )o$ me @3 +e#ore +ei!gp +$ished.

    9 Best value for mone award:

    The se$e"tio! "riteria de#i!ed i! the pro" reme!t !oti"e 2poi!t ? 3 a!d "$a se @.=o# the i!str "tio! to +idders sha$$ +e eva$ ated +, app$,i!g a s"ore to ea"h o#them a!d p to a ma6im m as de#i!ed i! the te"h!i"a$ eva$ atio! grid 2)o$ me ?'se"tio! ; o# the +iddi!g dossier3. Bids o+tai!i!g a! average s"ore 2average o# thes"ores o# ea"h eva$ atio! mem+er3 o# $ess tha! H poi!ts sha$$ +e "o!sidered aste"h!i"a$ !o! "omp$ia!t a!d !ot eva$ ated # rther. I! this "ase' H poi!tsreprese!ts the $o0er thresho$d !der 0hi"h the Co!tra"t A0ard Committee"o!siders that the +idder does !ot g ara!tee a!d demo!strate to have thepro#essio!a$ a!d te"h!i"a$ "apa"it, to e6e" te the 0or-s 0ithi! the re5 ireme!tso# the te"h!i"a$ spe"i#i"atio!s.Bidders o+tai!i!g a! average s"ore o# at $east H poi!ts sha$$ +e eva$ ated# rther a!d their respe"tive te"h!i"a$ s"ore de#i!ed.S +se5 e!t$, the #i!a!"ia$ s"ore is de#i!ed a!d eve!t a$$, 0eighted agai!st thete"h!i"a$ s"ore o! a respe"tive$, !"/#" +asis. The +id o+tai!i!g the highestovera$$ s"ore is se$e"ted #or "o!tra"t a0ard.

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    GUIDELINE FOR BIDDING AND CONTRACT TEMPLATES

    The # $$ "a$" $atio! method o# the te"h!i"a$' #i!a!"ia$ a!d overa$$ s"ores iso t$i!ed i! temp$ate =+ %or-s Co!tra"t A0ard Committee Report.

    %hether the +est va$ e or $o0est pri"e a0ard method is sed' parti" $ar atte!tio!sho $d +e give! to the #o$$o0i!g adva!tages a!d disadva!tages o# ea"h method 0hi$ese$e"ti!g o!e o# them

    2a3 Lo0est pri"e a0ard pro"ed re