Tender Ref 1239
Vol 0 – IfT Word Version – Key Appendices
for the
Appointment of the Civil Engineering Contractor
for the
Edge Lane West Highway and Environmental Improvement Scheme
July 2009
Edge Lane West Highway and Environmental Improvement Scheme Instructions for Tendering
TABLE 1 – APPENDIX A
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Client Satisfaction – Service 4QualityPredictability Project Assessment Management - Cost Criteria 4.1Management Organisation and and Approach management during ECI and RolesIssues and for Responsibilities Consideration Client7 AchievementSatisfaction of – SchemeProduct 7.1 Deliverduring thewithin Works budget RiskCompetency management and Experience Budget 4.2 Procurement and management of the supply ChangePerformance management 1 Control of the Project 1.1 Deliverchain Project Objectives ValueProgramming Engineering and Delay 4.31.2 DevelopmentUse of the Risk and Register implementation of a system FundingValueRisks Managementand availability Opportunities 8 Reliability of Cost 8.21.3 MitigateReliabilityfor innovation risk of toestimates andthe Employervalue and for forecasts money ProvisionalInnovationProgramme Process Sums Estimates ContingencyPartneringManagement Board 4.4 Operate adequate change control procedures CashEarlyPolitical Warningsflow and profiles SupplyCompensationFunding Chain Events 5 Relationship 8.15.11.4 CostOperatePost Projectpredictability effective Review communications and liaison ContractLinesLessons of Communication Price Learnt incorrectly assessed Management with the Employer SupplyReportingClosure Chain and cost Progress management 2 Early Contractor 5.22.1 AddressEmbrace third the ECIparty process concerns adequately ChangeCommunicationsDesign Freezeprocesses Involvement DesignerDevelopmentBuildability and InterfacingCommercial Team co- ordinationUtilitiesValue Engineering Co-ordination PublicityRisk Management 5.3 Community Engagement Predictability - Time LiaisonProgramme Officer Partnering 9 Reliability of Time 9.1 Deliver Scheme to programme TrafficInclusion Management Perception Local Labour opportunities Estimates 5.42.2 SupplyEmployment Chain Opportunities Engagement FundingValue Engineering DevelopmentJobsProgramming Created Interfaceand secured Innovation Defects - Right First Time 9.2 Programme Planning SupplyCommercial Chain management 6 Control of Quality 6.12.3 ToCommercial get work rightInput first time BenchmarkThirdAchievement party affects completed of Contract sections PriceOpen of Edge Book Lane 9.3 Completion within forecast time ECIReworkapproach overrun / Funding Application AchievementSupplyRisk Assignment Chain of Vacant Possession DemolitionPublicCash FlowPerception and and Utilities forecasts co-ordination 2.46.2 Manage Develop the and ECI operate programme robust on-site quality DocumentLevel of detail control and milestones Safety management process DesignReporting Team and interface Responsibility and cohesion 103 ConstructionHealth & Safety Issues Failure 10.16.33.1 NumberAttention Staff Health of to defects construction & Welfare at completion Policies work PoliciesEffectPlanning on road and useusers of andSupply others Chain 3.2 Attention to completion issues On-siteHandoverHandover implementation delays & Acceptance process 10.2 Compliance with CDM Regulations DesignInspections and Buildability SustainabilityAs-built Records and Environment PCIP 10.3 Attention to the safety of public TM, Security, Publicity 10.4 Level of reportable accidents Target Zero Appendix B Staff Fee Schedule for Stage 1 ECI and Lump Sum Cost
Staff Schedule for Stage 1 ECI Duration Daily Rate Cost days £ £
Contracts Director
Construction Manager
Commercial Manager
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Estimating Manager
Project QS
Project Planner
Utilities Co-ordinator
Traffic Management Officer
Buyer
etc (insert / delete as required)
3 month ECI Lump Sum Price £
Hours allowed for in daily rate hours
Notes for completion :
1. The schedule of staff rates provided above shall be based on an ECI period of 3 months. 2. Staff can be added or omitted from the list as deemed appropriate by the Tenderer 3. The Tenderer shall declare what allowance has been made for the number of hours factored into his working daily rate. 4. The 3 month ECI Lump Sum Price shall be fully inclusive of VAT. 5. The schedule of fee rates above shall remain open for 180 days following submission of Tender and will be bound into the Contract - Schedule 3 of the ECI Agreement. 6. The above rates will be used for agreement between the PM and Contractor, if ECI is required for any purpose beyond the 3 month period. 7. The above rates shall be fully inclusive of ALL attendant costs, without exception. 8. The Services required in respect of ECI are listed in Schedule 2 of the ECI agreement.
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Appendix E Tenderers Point of Contact Sheet
Name: Position within Company: Role in Project: Contact Address:
Email: Telephone: Facsimile:
Please provide a secondary point of contact if the primary contact is unavailable.
Name: Position within Company: Role in Project: Contact Address:
Email: Telephone: Facsimile:
This form should be submitted electronically to [email protected]
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Appendix F Tender Query Submission Sheet
Contractor: ………………………………………………………
Contact Name: ………………………………………………………
Contact Email: ………………………………………………………
Contact Telephone: ………………………………………………………
Queries should be sent electronically to [email protected]
Item Subject Tender Query In Confidence ? eg Specificatio Clarification of materials, etc Y / N n 1
2
3
4
5
etc
add additional rows as required
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Appendix G Tender Clinic Items for Discussion
Contractor: ………………………………………………………
Contact Name: ………………………………………………………
Contact Email: ………………………………………………………
Contact Telephone: ………………………………………………………
Name of Attendees Role of Attendees
…………………………………………… …….……………………………… …………………………………………… …….……………………………… …………………………………………… …….……………………………… …………………………………………… …….……………………………… (Max 4 Attendees)
Item Subject Area for Discussion In Confidence ? eg Highways Alignment of the road Y / N 1
2
3
4
5 etc
add additional rows as required
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Appendix H Build-up of Fee Percentage
The fee percentage inserted in Contract Data Part Two by the Tenderer is to be supported by the details in the following table :
11. Where a listed constituent of fee cannot be separated then “Included” is inserted. It is made clear in which other constituent of the fee the constituent is included. 2. Other constituents are separately listed, and a separate explanation of these is to be provided. 3. Two copies of the Schedule are to be provided; one for the subcontracted fee percentage covering the Fee on subcontracted work and one for the direct fee percentage for other work.
Constituent of Fee Fee % Value Project Related Profit Insurance Premiums 2 Insurance Excess allowance Financing & Interest charges Disallowed Costs Advertising & recruitment Personnel / HR service Quality Assurance Health & Safety Training Professional Subscriptions Private Medical and Life Insurances and Health Schemes Redundancy payment fund Tendering Legal fees Other (please specify) Head and Area office overheads Head Office Staff Corporate overheads Franchises, Royalties, Licences Taxes Accounting and Auditing Research and Development Marketing, Sales, Exhibitions Advertising and Publicity Entertainment Rent, rates, leases, taxes, services and servicing of premises, Stationery, telephones, telex, fax, postage charges Computing
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Business risk Day Release, Block Release or Training Other TOTAL
Notes: 1 Financing and Interest charges exclude charges compensated for by interest paid in accordance with this contract;
Quality Assurance relates to service outside the Working Areas;
Redundancy payment fund excludes payments in respect of personnel employed specifically and solely for this project;
Staff should include payroll burden and all benefits such as cars, subsistence, travel allowances and the like for whom the normal place of work is other than the Working Areas;
Where the constituent of fee cannot be separated into a percentage of the fee then “inc” should be inserted. It should be clear which constituent of the fee “inc” applies.
The figure of 2% has been inserted by the Employer. This figure is used at this time as the insurance companies are not willing to provide premium levels for future years. It will be replaced by the appropriate figure obtained and agreed just before the start of the construction phase. Please note that this 2% figure is for the insurance premium section of the Fee Percentage and that Tenderers must make their own allowance for the excess.
Appendix I Staff Fee Schedules for Stage 2 Works
Table (i) – Main Construction Works – 18 months duration
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Daily Staff Schedule for Stage 2 - Works Duration Cost Rate days £ £
Contracts Director
Construction Manager
Commercial Manager
Site Agent
Safety Manager
Project Lead QS
Project Support QS
Project Planner
Utilities Co-ordinator
Traffic Safety and Control Officer
Public Liaison Officer
Foreman / Sub-Agent
Office Manager
Receptionist / Admin Clerk
etc (insert / delete as required) Total Staff Cost for Stage 2 - Works £
Table (ii) – Defects Correction / Maintenance Period – 12 months duration
Daily Staff Schedule for Stage 2 - Defects Duration Cost Rate days £ £
Contracts Director
Construction Manager
Commercial Manager
Site Agent
Safety Manager
Project Lead QS
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Site Agent
etc (insert / delete as required) Total Staff Cost for Stage 2 - Defects £
Table (iii) – Landscaping and Aftercare Period – 36 months duration
Daily Staff Schedule for Stage 2 - Aftercare Duration Cost Rate days £ £
Construction Manager
Landscape Manager
Traffic Safety and Control Officer
Project Lead QS
etc (insert / delete as required) Total Staff Cost for Stage 2 - Aftercare £
Notes for completion :
1. The schedules of staff rates provided above shall be based on the following periods : a. 18 months Construction Period (for pricing and evaluation purposes only) b. 12 months Defects Correction Period c. 36 months Landscaping Aftercare Period (following substantial completion) 2. A separate staff fee schedule shall be provided for each of the 3 periods outlined above, with appropriate staff inserted to reflect period activities and programme. 3. The total cost of staff for each period shall be carried forward to the Preliminaries section of the Priced Bill of Principal Quantities, as directed. 4. Staff can be added or omitted from the lists as deemed appropriate by the Tenderer, to reflect activities and programme for each period. 5. The schedules of fee rates above shall remain open for 180 days following submission of Tender and will be developed during the Stage 1 ECI. 6. The above rates shall be fully inclusive of ALL attendant costs, without exception. Appendix J Anti-Collusion Certificate
The essence of selective tendering is that the Council shall receive bona fide competitive tenders from all those tendering. In recognition of this principle we certify that this is a bona fide tender, intended to be competitive, and that we have not fixed or adjusted the amount of the tender by or under or in accordance with any agreement or arrangement with any other person. We also certify that we have not done and we undertake that we
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will not do at any time before the hour and date specified for the return of this tender any of the following acts: a) communicating to a person other that the person calling for these tenders the amount or approximate amount of the proposed tender, except where the disclosure, in confidence, of the approximate amount of the tender was necessary to obtain insurance premium quotations required for the preparation of the tender; b) entering into any agreement or arrangement with any other person that he shall refrain from tendering or as to the amount of any tender to be submitted; c) offering or paying or giving or agreeing to pay or give any sum of money or valuable consideration directly or indirectly to any person for doing or having done or causing or having caused to be done in relation to any other tender or proposed tender for the said work any act or thing of the sort described above.
In this certificate the word “person” includes any person and any body or association, corporate or unincorporated; and “any agreement or arrangement” includes any such transaction, formal or informal, and whether legally binding or not.
The Contractors Anti-Collusion Agreement The Contractor is Name Address
Signed on behalf of the Contractor Name Position Signature Dated
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