Version 1.0 [12:00 noon (GMT+08:00) Hong Kong, 27 September 2017] Hong Kong Science and Technology Parks Corporation Lok Ma Chau Loop Development Master Planning Study (MPS) Consultancy Agreement No. PD/CA/ 244 (“Agreement”) Notice of Invitation for Expression of Interest (EOI) Interested consultants are invited to express interest in undertaking the above consultancy. The scope of this Agreement, which is to be awarded tentatively in December 2017, is indicated in the attached Draft Project Brief (which is subject to change) together with the plans in Annex I. If you are interested in this Agreement, please complete and return the Acknowledgement Slip at Annex III to the Corporation by 12:00 noon on 3 October 2017. You are also required to submit the EOI proposal before noon on 10 October 2017 by submitting three (3) sets of submission documents and one (1) set of electronic copy in CD-ROM in a sealed envelope. Late submission will NOT be considered. The envelope shall be marked on the face with the Subject of the Submission, Agreement No., Consultancy Title and Name of Consultant, and addressed to the Chief Project Development Officer, according to the template as shown in Annex IV. The envelope shall be placed in the Tender Submission Box located in the Reception Counter on 8th Floor of Bio-Informatics Centre, 2 Science Park West Avenue, Hong Kong Science Park, Shatin, Hong Kong for the attention of Chief Project Development Officer. Please refer to Annex V for the location of the Tender Submission Box. In the event a tropical cyclone warning signal No. 8 or above is hoisted or a black rainstorm warning signal is issued between 9:00 am and 12:00 noon on the submission closing date, the submission closing time will be postponed to 12:00 noon on the next working day. The submission documents shall contain the following information in a maximum of ten (10) single-sided A4 pages with a minimum font size of 12 font. You shall note that the Proforma with the following sections as enclosed in Annex II should be strictly followed for this EOI selection: 1) Appreciation of the key requirements and constraints/risk; 2) Approach and strategy in master planning to meet the requirements of the assignment and innovative idea to develop the master planning design for this Project ; 3) Relevant experience of the MPDCT (either the Architectural Consultant or his/her Master Planning Design Specialist) either in Hong Kong or elsewhere;
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Version 1.0 [12:00 noon (GMT+08:00) Hong Kong, 27 September 2017]
Hong Kong Science and Technology Parks Corporation
To: Chief Project Development Officer Hong Kong Science and Technology Parks Corporation
8/F., Bio-Informatics Centre,
No. 2, Science Park West Avenue,
Hong Kong Science Park,
Shatin, N.T., Hong Kong
Re: Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
Submitted By: _______________________________
Annex V
Annex V - Page 1 of 1
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
Location of Tender Submission Box
Location Plan of Tender Submission Box at 8/F, Building 2W
Photo of Tender Submission Box at 8/F, Building 2W
Annex VI - Page 1 of 1
Annex VI
Declaration Form by Consultant
on Compliance with the Ethical Commitments Requirements
To: Hong Kong Science and Technology Parks Corporation
Attn.: Mr Simon Wong, Chief Project Development Officer
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
(1) We confirm that we have complied with the following provisions and have
ensured that our directors, employees, agents and sub-consultants are aware of the
following provisions:
(a) Prohibiting our directors, employees, agents and sub-consultants who are
involved in this Agreement from offering, soliciting or accepting any
advantage as defined in section 2 of the Prevention of Bribery Ordinance,
Cap 201 when conducting business in connection with this Agreement;
(b) Taking all measures as necessary to protect any confidential/ privileged
information or data entrusted to us by or on behalf of the Employer from
being divulged to a third party other than those allowed in this Agreement.
(2) We further confirm that we have ensured that our accountants, insurers and
legal advisers are aware of the provisions requiring us taking all measures as necessary to
protect any confidential/privileged information or data entrusted to us by or on behalf of
the Employer from being divulged to a third party other than those allowed in this
Agreement.
Consultant :
Authorized Title / Name :
Signature
(with Company Chop) :
Date :
Annex VII - Page 1 of 1
Annex VII
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
List of Sub-consultants Required to be Appointed by
Architectural Consultants
1 Master Planning Design Specialist (MPDS)
2 Traffic Consultant (TC)
3 Environmental Consultant (EC)
Note
Please note that the Consultant shall appoint sub-consultants in the above disciplines as
minimum but the above list shall not be construed to be exhaustive for execution of the
project.
Annex VIII
Annex VIII - Page 1 of 2
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
Requirements of ISO 9001:2008 Certificate to be Submitted
(1) The consultant shall submit, together with its proposal, a copy of its ISO 9001:2008
certificate acceptable to the Employer showing the scope of certification and a
statement either:
(A) confirming that no area/aspect in the consultancy agreement which its quality
system specifically excludes; or
(B) disclosing the areas/aspects in the consultancy agreement which its quality
system specifically excludes.
(2) Subject to the following paragraphs, submissions from consultants who have not
obtained ISO 9001:2008 certification on or before the date of this invitation may not be
considered.
(3) If the consultant, due to circumstances beyond its control, has not obtained ISO
9001:2008 certification but a full review of the Quality Manual of its Hong Kong office
has been carried out in Hong Kong by a certification body acceptable to the Employer
and such Quality Manual has been confirmed by the certification body as being in
conformity with the requirements of ISO 9001:2008 standard on or before the date of
this invitation, the submission by the consultant will still be considered provided that
the consultant shall undertake in writing if it is awarded the consultancy agreement, to
book within three months of the award of the consultancy agreement, the date of audit
for the ISO 9001:2008 certification with the certification body; with detailed
documented quality system procedures ready at the time of booking. The booking of
the audit shall be a condition precedent to the consultant's entitlement to any payment
or any further payment of fees under the consultancy agreement.
(4) If the consultant whose scope of certification excludes site activities service which is
required to be provided by the consultant under the consultancy agreement, its
submission will be considered to be non-conforming in respect of the certification
requirements. If the consultant can prove to the satisfaction of the Employer that such
exclusion is due to circumstances beyond its control, the proposal may still be
considered to be conforming in respect of the certification requirements provided that
the consultant shall undertake in writing that if the consultant is awarded the
consultancy agreement, it shall apply within three months of the award of the
consultancy agreement to the certification body for revision of its current scope to
cover site activities service; with detailed documented quality system procedures ready
at the time of applying for revision. The submission of an application for revision of
the scope of its ISO 9001:2008 certification to cover site activities service shall be a
Annex VIII
Annex VIII - Page 2 of 2
condition precedent to the consultant's entitlement to any payment or any further
payment of fees under the consultancy agreement.
(5) If the consultant is a joint venture, the consultant shall submit, together with its
statement declaring that it shall implement the quality system of one of its participants
or shareholders, and specifying which one. The reference to ISO 9001:2008 certificate,
ISO 9001:2008 certification and Quality Manual referred to in (1) to (4) above shall
refer to that of the specified participant or shareholder. The consultant shall also submit
a copy of the written notification to the certification body of the specified participant or
shareholder that the joint venture shall implement the quality system by the specified
participant or shareholder and the written agreement of all participants, or as the case
may be, shareholders of the joint venture that the activities of the joint venture shall be
subject to the surveillance of the certification body.
Annex IX – Page 1 of 4
Annex IX
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
Invitation for Expression of Interest (EOI)
Guidelines for the Preparation of Staffing Proposal
Consultants shall complete the standard form attached to this Annex for compliance with the
following requirements:
(a) Curriculum vitae of the proposed personnel shall be submitted with the EOI proposal
irrespective of whether the proposed staff have been submitted to AACSB. Those proposed
staff without curriculum vitae submitted would normally be disregarded in the assessment of
EOI proposals.
(b) Consultants shall declare the employment status of their proposed fulltime and non-fulltime
core personnel / and those of their sub-consultants. For non-fulltime personnel, consultants
shall provide an undertaking signed by the non-fulltime core personnel confirming the
percentage of time of their involvement if the Consultancy is awarded to the consultant
concerned. Non-fulltime core personnel shall include, but not be limited to:-
(1) freelance staff who serve other firms as independent consultants,
(2) fulltime staff who occasionally serve other firms as part-time staff, and
(3) staff who would be hired if the consultant was awarded the consultancy agreement.
(c) Consultants shall declare the current work commitment of their proposed core personnel / and
the core personnel proposed by their sub-consultants in ongoing consultancy agreements.
(d) Consultants shall indicate the specific calendar weeks/months during which their named core
personnel will NOT be available for the Consultancy.
(e) For the purpose of preparing staffing proposal, “core personnel” shall mean those consultant’s
staff such as project managers, partners in charge, project directors or specialists.
Annex IX
Annex IX – Page 2 of 4
Consultant’s Declaration of Staffing Proposal in Application for Expression of Interest (EOI)
Lok Ma Chau Loop Development
Master Planning Study (MPS)
Consultancy Agreement No. PD/CA/244
(a) We propose the Core Personnel in the following catergries for the assessment of EOI proposal.
No. Name HKID No. Post Professional /
Technical (P/T)
Date of Joining
the Firm
(DD/MM/YY)
Qualifications Substantiations for the
Employment and
Qualifications of the Staff
Submitted (Y/N)
1.
#Partners / Directors
(P/D) – AC
2.
#Partners / Directors
(P/D) – MPDS
3.
#Chief Professional
(CP) – AC
4.
#Chief Professional
(CP) – MPDS
# The proposed core personnel should be tally with the one proposed in Annex II – Proforma.
(
Name of the Consultant) ……………………………………………....
(Signature) …………………………..…………
(Name and Post of the Signatory) ….………………..…………………
(Date)………………………………………...…
Annex IX
Annex IX – Page 3 of 4
(b) We confirm that the following information on our proposed CORE PERSONNEL and those of our sub-consultants is true:
No.
Name HKID No. Post Fulltime/
Non-
fulltime
(F/N)
Current Work
Commitment in
Ongoing
Consultancy
Agreements
Calendar Weeks/Months
During Which the Staff
Will Not be Available
Degree of Involvement (For Non-
fulltime Personnel ONLY)
% of Staff’s
Overall Working
Time
Signature of Staff
1.
#Partners / Directors
(P/D) – AC
2.
#Partners / Directors
(P/D) – MPDS
3.
#Chief Professional
(CP) – AC
4.
#Chief Professional
(CP) – MPDS
# The proposed personnel should be tally with the one proposed in Annex II – Proforma.
(
Name of the Consultant) ……………………………………………....
(Signature) …………………………..…………
(Name and Post of the Signatory) ….………………..…………………
(Date)………………………………………...…
Note
(i) The information in (b) above shall form part of the EOI assessment under 4. Knowledgement, experience and capacity of core personnel of the criteria.
The core personnel in specific role/position shall fulfill the minimum experience in Annex IX(A).
Annex IX(A)
Annex IX – Page 4 of 4
Minimum Qualification and Experience of Core Personnel
Staff
Category
Minimum Academic/ Professional
Qualifications Note 1
Minimum Post Qualification /
Academic Experience
RequirementNote 1
Partners /
Directors
(P/D)
A director of a company who is a member of
the Board with voting power at Board
meetings of the company and with extensive
experience in the relevant field
15 years relevant post-
qualification experience
Chief
Professional
(CP)
Corporate member of an appropriate
professional institution or equivalent
12 years relevant post-
qualification experience
Note 1:
The requirement of “professional qualification” and the requirement of “qualification” for counting “post-
qualification experience” should correspond with the qualifications of the relevant disciplines stated in
Appendix 1 to the AACSB Handbook, where applicable. For Master Planning Design Specialist (MPDS),
the appropriate professional institution means the Hong Kong Institute of Planners (HKIP) or equivalent.
Only the qualification and experience obtained by the proposed staff on or before the original closing date
for submission of EOI Proposal shall be counted.
Weighting of core personnel in the key professional disciplines
Consultant Role/Position Weighting
Architectural Consultant
(AC)
Partners / Directors (P/D) 5%
Chief Professional (CP) 5%
Master Planning Design
Specialist (MPDS)
Partners / Directors (P/D) 5%
Chief Professional (CP) 5%
Total 20%
In EOI assessment, grades of “very good”, “good”, “fair” ,“poor” and “not submitted” will be given. The marks
corresponding to these grades are tabulated as follows.
Grade Mark Criteria
Not Submitted 0 If no personnel is designated
Poor 30 If the personnel fails to satisfy the minmim qualification and
experience
Fair 60 If the personnel satisfy the minimum qualification and experience
Good 80 If the personnelcan meet the minimum qualification and
experience plus at least additional 5 years of relevant experience
Very Good 100 If the personnelcan meet the minimum qualification and
experience plus at least additional 10 years of relevant experience