3. BIDDERS QUALIFICATION CRITERIA

Transcription

1 3. BIDDERS QUALIFICATION CRITERIA Section VII Forms and Procedures Page 1 of 25

2 3. BIDDERS QUALIFICATION CRITERIA 1. QUALIFICATION CRITERIA 1.1 Prequalification will be based on meeting all the following minimum pass/fail criteria regarding the Bidder's general and particular experience, personnel and equipment capabilities, and financial position, as demonstrated by the Bidder's responses in the forms attached to the Instructions to Bidders (specific requirements for joint ventures are given under below). The Employers reserves the right to waive minor deviations, if they do not materially affect the capability of a Bidder to perform the Contract. Subcontractors' experience and resources shall be taken into account in determining the Bidder's compliance with the qualifying criteria General Experience. The Bidder shall meet the following minimum criteria successful experience as prime contractor in the execution of projects as defined in the Instructions to bidders Financial Position. The Bidder should demonstrate that he has access to, or has available, liquid assets, unencumbered real assets, lines of credit, and other financial means sufficient to meet the construction cash flow for a period of four months, estimated The audited balance sheets for the last five years should be submitted and must demonstrate the soundness of the Bidder's financial position, showing long-term profitability. Where necessary, the Employer will make inquiries with the Bidder's bankers Litigation history. The bidder should provide accurate information on any litigation or arbitration resulting from contracts completed or under execution by him over the last five years. A consistent history of awards against the bidder or any partner of a Joint Venture may result in failure of the application. 2. ELIGIBILITY AND QUALIFICATION REQUIREMENTS To be eligible for Award of Contract, the Bidder shall provide evidence of its capability and adequacy of resources effectively to carry out the Contract. To this end, in the absence of and supplemental to any previously conducted prequalification of potential Bidders, all Tenders shall include the following information:- (a) (b) Copies of original documents defining the constitution or legal status, place of registration and principal place of business of the company or firm or partnership or, if a joint venture, of each party thereto constituting the Tender; Where the Bidder is a joint venture of two or more firms, a statement signed by all parties to the joint venture of the proposed administrative arrangements for the management and execution of the Contract, the Section VII Forms and Procedures Page 2 of 25

3 duties, responsibilities and share of each party, the authorised representative of the joint venture, and an undertaking that the several parties are jointly and severally liable to the Employers for the performance of the Contract. (c) (d) (e) (f) (g) (h) (i) (j) (k) Details of the experience and past performance of the Bidder (or of each party to a joint venture) on works of a similar nature within the past five years, and details of current work in hand and other contractual commitments; The qualifications and experience of key personnel proposed for administration and execution of the Contract, both on and off site; Major items of constructional plant and equipment proposed for use in carrying out the Contract; Reports on the financial standing of the Bidder (or of each party to a joint venture) including profit and loss statements, balance sheets and auditors reports for the past five years, an estimated financial projection for the next two years, and an authority from the Bidder (or authorised representative of a joint venture) to seek references from the Bidders bankers; Names and addresses of local partners or local sponsors; An official authorised document stating that the signatory of the Bidder possesses the power to represent the Tender for this Tender; A description of each equipment, instrument and device, all necessary technical data as well as pamphlets, pictures and drawings from which the construction and mode of operation can be seen to enable the Employers to determine whether the Tendered equipment conforms to the requirements of the Tender; The technical data sheets shall be filled out without omission and each sheet shall be initialled and stamped. All values inserted by the Bidder and related to capacity, efficiency, current, voltage, insulation, creep path, accuracy, etc. are guaranteed values and any deviation of the characteristic values of the delivered equipment from these guaranteed values may result in the rejection of the equipment concerned. Quality manuals, typical standard quality control plans for main items of equipment electrical work, civil works especially design and other such documents sufficient to indicate the Bidders ability to and intention of controlling the quality of the whole of the goods and services in the event of being awarded the contract. Section VII Forms and Procedures Page 3 of 25

4 FORM 1 - GENERAL INFORMATION All individual Bidders and each partner of a joint venture or consortium applying for prequalification are requested to complete the information in this form. Nationality information to be provided for all owners or Bidders who are partnerships or individually owned firms. Where the Bidder proposes to use named subcontractors for critical components of the works, or for work contents in excess of 10 percent of the value of the whole works, the following information should also be supplied for the specialist subcontractor(s). 1. Name of firm 2. Head office address 3. Telephone Contact 4. Fax Telex 5. Place of incorporation / registration Year of incorporation / registration Section VII Forms and Procedures Page 4 of 25

5 Nationality of owners (1) Name Nationality (1) To be completed by all owners of partnerships or individually-owned firms. Section VII Forms and Procedures Page 5 of 25

6 FORM 2 - FINANCIAL SITUATION Name of Bidder or partner of a joint venture All individual firms and all partners of a joint venture are requested to complete the information in this form. The information supplied should be the annual turnover of the Bidder (or each member of a joint venture), in terms of the amounts billed to clients for each year for work in progress or completed, converted to U.S. dollars at the rate of exchange at the end of the period reported. Use a separate sheet for each partner of a joint venture. Bidders are not required to enclose testimonials, certificates, and publicity material with their applications; they will not be taken into account in the evaluation of qualifications. Annual turnover data Year Turnover US$ equivalent Section VII Forms and Procedures Page 6 of 25

7 1. Lead partner FORM 2A - JOINT VENTURE OR CONSORTIUM SUMMARY Name of all partners of a joint venture or consortium 2. Partner 3. Partner Total value of annual construction turnover, in terms of work billed to clients, in US$ equivalent, converted at the rate of exchange at the end of the period reported: Annual turnover data US$ equivalent Partner Name Lead partner 2.Partner 3.Partner Totals Section VII Forms and Procedures Page 7 of 25

8 FORM 2B - SUB-CONTRACTORS SUMMARY 1. Subcontractor Name of main sub-contractors 2. Subcontractor 3. Subcontractor Total value of annual construction turnover, in terms of work billed to clients, in US$ equivalent, converted at the rate of exchange at the end of the period reported: Annual turnover data US$ equivalent Sub-Contractor Name Totals Section VII Forms and Procedures Page 8 of 25

9 FORM 3 - PARTICULAR EXPERIENCE RECORD Name of Bidder or partner of a joint venture To pre-qualify, the Bidder shall be required to pass the specified requirements applicable to this form, as set out in the Instructions to Bidders" and as amplified in this Schedule. On a separate page, using the format of Form (3a), each Bidder or partner of a joint venture is requested to list all contracts of a similar value, nature and complexity to the contract for which the Bidder wishes to qualify, completed during the last five years. The value should be based on the currencies of the contracts converted into U.S. dollars, at the date of substantial completion. The information is to be summarised, using Form (3a) for each contract completed or under execution by the Bidder, by each partner of a joint venture or by the main sub-contractors. Forms 3a and 3b should be used to summarise the particular experience record of the Bidder, partner or main subcontractors. Section VII Forms and Procedures Page 9 of 25

10 FORM 3a - CONTRACTS OF SIMILAR VALUE, NATURE AND COMPLEXITY Name of Bidder, partner of a joint venture or sub-contractor Use a separate sheet for each contract. 1. Number of contract Name of contract Country 2. Name of employer 3. Employer address, contact person 4. Nature of works and special features relevant to the contract for which the Bidder wishes to prequalify 5. Contract role (check one) Sole contractor Subcontractor Partner in a joint venture 6. Value of the total contract (in specified currencies at completion, or at date of award for current contracts) Currency Currency Currency 7. Equivalent value US$ Section VII Forms and Procedures Page 10 of 25

11 8. Date of award 9. Date of completion 10. Contract duration (years and months) years months 11. Specified requirements (2 ) Please fill in also Forms 3b to 3h (2) Insert any specific criteria required for particular operations, such as annual volume of earthmoving, underground excavation, or placing concrete. Section VII Forms and Procedures Page 11 of 25

12 FORM 3b - PARTICULAR EXPERIENCE RECORD - Substations Name of Bidder or partner of a joint venture: Substation and HV cable circuits reference (constructed and installed during the past 5 years out of the country of origin). Country Name of Employer Value of the total contract Principal place of manufacturing Year of award Completion date Substation and Cable Voltage Length of HV cable circuit Remarks (*) Give reasons of delay if any Section VII Forms and Procedures Page 12 of 25

13 FORM 4 - CURRENT CONTRACT COMMITMENTS/WORKS IN PROGRESS Name of Bidder or partner of a joint venture Bidders and each partner to an application should provide information on their current commitments on all contracts that have been awarded, or for which a letter of intent or acceptance has been received, or for contracts approaching completion, but for which an unqualified, full completion certificate has yet to be issued. Name of contract Value of outstanding work (current US$ equivalent) Estimated completion date Section VII Forms and Procedures Page 13 of 25

14 FORM 5 - PERSONNEL CAPABILITIES Name of Applicant For specific positions essential to contract implementation, applicants should provide the names of at least two candidates qualified to meet the specified requirements stated for each position. The data on their experience should be supplied in separate sheets using one Form (5A) for each candidate. 1. Project Manager Name of prime candidate Name of alternate candidate 2. Site Manager Name of prime candidate Name of alternate candidate 3. Deputy Site Manager Name of prime candidate Name of alternate candidate 4. Chief executive for substation design Name of prime candidate Name of alternate candidate 5. Chief executive for HV cable system design Name of prime candidate Name of alternate candidate Section VII Forms and Procedures Page 14 of 25

15 6. Site Supervisor for civil works Name of prime candidate Name of alternate candidate 7. Site Supervisor for substation works Name of prime candidate Name of alternate candidate 8. Site Supervisor for HV cable works Name of prime candidate Name of alternate candidate Section VII Forms and Procedures Page 15 of 25

16 FORM 5A- CANDIDATE SUMMARY Name of Applicant Position Candidate Prime Alternate Candidate information 1. Name of candidate 2. Date of birth 3. Professional qualifications Present Employment 4. Name of employer Address of employer Telephone Contact (manager / personnel officer) Fax Telex Job title of candidate Years with present employer Section VII Forms and Procedures Page 16 of 25

17 Summarize professional experience over the last 20 years, in reverse chronological order. Indicate particular technical and managerial experience relevant to the Project. From To Company / Project / Position / Relevant experience Section VII Forms and Procedures Page 17 of 25

18 FORM 5B - PERSONNEL CAPABILITIES Name of Applicant or partner of a joint venture: List of executives likely to be in charge under this Project (indicate technical qualification and knowledge of English language) Name Age Diploma Knowledge of English language (*) Years of experience on site Reading Writing Speaking In country of origin Abroad Years of experience in the company Specialty Possible position at Remarks (*) Indicate E (Excellent), B (Good) or W (Weak) Section VII Forms and Procedures Page 18 of 25

19 FORM 6 - EQUIPMENT CAPABILITIES Name of Applicant The Bidder shall provide adequate information to demonstrate clearly that it has the capability to meet the requirements for each and all items of equipment necessary for the Works. A separate Form (6) shall be prepared for each item of equipment proposed by the Bidder. Item of equipment Equipment information 1.Name of manufacturer 2.Model and power rating 3.Capacity 4.Year of manufacture Current status 5.Current location 6.Details of current commitments Source 7.Indicate source of the equipment Owned Rented Leased Specially manufactured Section VII Forms and Procedures Page 19 of 25

20 Omit the following information for equipment owned by the Bidder or partner. Owner 8. Name of owner 9. Address of owner Telephone Contact name and title Fax Telex Agreements Details of rental / lease / manufacture agreements specific to the Project Section VII Forms and Procedures Page 20 of 25

21 FORM 7 - FINANCIAL CAPABILITY Name of Bidder or partner of a joint venture Bidders, including each partner of a joint venture, should provide financial information to demonstrate that they meet the requirements stated in the Instructions to Bidders. Each Bidder or partner of a joint venture must fill in this form. If necessary, use separate sheets to provide complete banker information. A copy of the audited balance sheets and profit and loss accounts should be attached. Banker Name of banker Address of banker Telephone Contact name and title Fax Telex Summaries actual assets and liabilities in US dollar equivalent (at the rates of exchange current at the end of each year) for the previous five years. Based upon known commitments, summaries projected assets and liabilities in U.S. dollar equivalent for the next two years. Section VII Forms and Procedures Page 21 of 25

22 Financial information in US$ equivalent Actual: previous five years Projected: next two years Total assets 2. Current assets 3. Total liabilities 4. Current liabilities 5. Profit before taxes 6. Profit after taxes Section VII Forms and Procedures Page 22 of 25

23 Specify proposed sources of financing to meet the cash flow demands of the Project, net of current commitments. Source of financing Amount (US$ equivalent) Attach audited financial statements for the last five years (for the individual Bidder or each partner of a joint venture). Firms owned by individuals, and partnerships, may submit their balance sheets certified by a registered accountant, and supported by copies of tax returns, if audits are not required by the laws of their countries of origin. Section VII Forms and Procedures Page 23 of 25

24 FORM 8 - LITIGATION HISTORY Name of Bidder or partner of a joint venture Bidders, including each of the partners of a joint venture, should provide information on any history of litigation or arbitration resulting from contracts executed in the last five years or currently under execution. A separate sheet should be used for each partner of a joint venture. Year Award for or Against Bidder Name of client, cause of litigation, and matter in dispute Disputed amount (current value, US$ equivalent) Section VII Forms and Procedures Page 24 of 25

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