Edge Lane West IfT Volume 0 Rev 0 - WhatDoTheyKnow · Web view4 Project Management 4.1. Organisation and management during ECI and during the Works Roles and Responsibilities . Competency

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 SchemeInstructions for Tendering

TABLE 1 – APPENDIX AQuality Assessment Criteria Management and Approach Issues for Consideration

Client Satisfaction – Product 1 Control of the Project 1.1 Deliver Project Objectives

1.2 Use of the Risk Register Risks and Opportunities 1.3 Mitigate risk to the Employer Programme

ManagementPoliticalFunding

1.4 Post Project Review Lessons LearntClosure

2 Early Contractor Involvement

2.1 Embrace the ECI process Design FreezeBuildabilityValue EngineeringRisk ManagementProgrammePartnering

2.2 Supply Chain Engagement Value EngineeringProgrammingInnovationCommercial

2.3 Commercial Input Achievement of Contract PriceOpen Book approachRisk AssignmentCash Flow and forecasts

2.4 Manage the ECI programme Level of detail and milestonesReporting and Responsibility

3 Construction Issues 3.1 Attention to construction work Planning and use of Supply Chain3.2 Attention to completion issues Handover & Acceptance

Inspections As-built Records

Edge Lane WestHighway and Environmental Improvement SchemeIfT Volume 0 (Rev 0)

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Client Satisfaction – Service 4 Project Management 4.1 Organisation and management during ECI and

during the Works Roles and Responsibilities Competency and Experience

4.2 Procurement and management of the supply chain

PerformanceProgramming and Delay

4.3 Development and implementation of a system for innovation and value for money

Value Management Innovation ProcessPartnering Board

4.4 Operate adequate change control procedures Early Warnings Compensation Events

5 Relationship Management 5.1 Operate effective communications and liaison with the Employer

Lines of CommunicationReporting and Progress

5.2 Address third party concerns adequately Communications Development InterfacingUtilities Co-ordination

5.3 Community Engagement PublicityLiaison OfficerInclusion

5.4 Employment Opportunities Local Labour opportunitiesJobs Created and secured

Defects - Right First Time 6 Control of Quality 6.1 To get work right first time Benchmark completed sections of Edge Lane

ReworkSupply Chain Public Perception

6.2 Develop and operate robust on-site quality management process

Document controlDesign Team interface and cohesion

6.3 Number of defects at completion Effect on road users and others Handover delays


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Predictability - Cost 7 Achievement of Scheme

Budget 7.1 Deliver within budget Risk management

Change managementValue Engineering Funding availability

8 Reliability of Cost Estimates

8.2 Reliability of estimates and forecasts Provisional SumsContingencyCash flow and profilesSupply Chain

8.1 Cost predictability Contract Price incorrectly assessed Supply Chain cost managementChange processesDesigner and Commercial Team co-ordination

Predictability - Time 9 Reliability of Time

Estimates 9.1 Deliver Scheme to programme Traffic Management Perception

FundingDevelopment Interface

9.2 Programme PlanningSupply Chain managementThird party affects

9.3 Completion within forecast time ECI overrun / Funding ApplicationAchievement of Vacant PossessionDemolition and Utilities co-ordination

Safety 10 Health & Safety Failure 10.1 Staff Health & Welfare Policies Policies

On-site implementation process 10.2 Compliance with CDM Regulations Design and Buildability

Sustainability and EnvironmentPCIP

10.3 Attention to the safety of public TM, Security, Publicity


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10.4 Level of reportable accidents Target Zero


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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

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 Tenderer3. 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 ETenderers 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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mailto:[email protected]


Appendix FTender 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 Specification Clarification of materials, etc Y / N

1

2

3

4

5

etc

add additional rows as required


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mailto:[email protected]


Appendix GTender 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 HBuild-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 :

1. 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 2Insurance 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 fundTendering 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 riskDay Release, Block Release or TrainingOther TOTAL


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Notes:

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 IStaff Fee Schedules for Stage 2 Works

Table (i) – Main Construction Works – 18 months duration

Staff Schedule for Stage 2 - Works Duration Daily Rate Cost

days £ £


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Contracts Director


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


Total Staff Cost for Stage 2 - Works £

Table (ii) – Defects Correction / Maintenance Period – 12 months duration

Staff Schedule for Stage 2 - Defects Duration Daily Rate Cost

days £ £

Contracts Director


Commercial Manager

Site Agent

Safety Manager

Project Lead QS

Site Agent



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Total Staff Cost for Stage 2 - Defects £

Table (iii) – Landscaping and Aftercare Period – 36 months duration

Staff Schedule for Stage 2 - Aftercare Duration Daily Rate Cost

days £ £


Landscape Manager

Traffic Safety and Control Officer

Project Lead QS


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 Periodc. 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 JAnti-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 will not do at any time before the hour and date specified for the return of this tender any of the following acts:


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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 AgreementThe Contractor is

Name

Address

Signed on behalf of the ContractorName

Position

Signature

Dated


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Documents

Edge Lane West IfT Volume 0 Rev 0 - WhatDoTheyKnow · Web view4 Project Management 4.1. Organisation and management during ECI and during the Works Roles and Responsibilities . Competency