Appendices to Rfp*

SECTION 4 -

APPENDICES TO RFP*

SPECIMEN FORMS

Appendix 01 – Form of Tender

Appendix 02 – Tender Security Form

Appendix 03 – Technical Proposal Form (Form 1)

Appendix 04 – Cost Proposal Form (Form 2)

*ALL FORMS ARE TO BE FILLED OUT AND RETURNED IN THE PROPOSAL.

THE CONTENTS OF THE FORM ARE NOT TO BE ALTERED

APPENDIX 1

FORM OF TENDER

(NOTE: THE APPENDIX HEREIN FORMS PART OF THE TENDER)

Tender of:…………………………………………………………………….

…………………………………………………………………….

For the Works – Design-Build Services for the Construction of a Main Campus for COSTAATT in Chaguanas-Phase I, inclusive of Furniture, Fixtures and Equipment

To: The Tenders Committee

National Insurance Property Development Co Ltd

56-60 St Vincent Street

PORT OF SPAIN

Sir,

1. Having examined the Request For Proposal for the Design-Build of the above named Works, taken note of the services issued in connection with these Works and made due allowance for Addenda Nos. ………….. , and having also inspected the site/s of the Works, we offer to perform the said Works in full conformity with the said Request For Proposal for the sum of ______

______

( $ )Dollars inclusive of Value Added Tax (where applicable) or such sum as may be ascertained in accordance with FIDIC 1999 Conditions of Contract for Plant and Design-Build.

1. We agree to do any extra work, which may be ordered by the Employer, and to accept full compensation therefore at such prices as may be agreed upon in writing by the Employer and us in accordance with the FIDIC 1999 Conditions of Contract for Plant and Design-Build.

1. If our Proposal is accepted, we will within fourteen (14) days from the date of “Letter of Award of Contract," execute the Agreement and furnish to the Employer a satisfactory Professional Indemnity Insurance and a Registered Performance Security to the value of ten percent 10%) of the Vat inclusive Tender Sum in Trinidad and Tobago Dollars guaranteeing the faithful performance of the Works as per the Tender Documents.

4.We further agree to commence the Works within the time specified in the Appendix to Tender and Particular Conditions and to execute the said Works in such a manner as to complete them within the time limit set forth in the Request for Proposal, failing which, liquidated damages shall be paid by us to the Employer at the rate specified in the Request for Proposal, until the Works shall have been completed as per the requirements of the Contract Documents.

5.This Tender is submitted without collusion with any other Proponents. We have exercised our own judgment regarding the information required to prepare and submit this Tender and have utilized all the data which we believe pertinent from the Employer and other sources in arriving at our conclusions.

1. We agree to abide by this Tender for a period of one hundred and fifty (150) calendar days from the date fixed for receiving the same, and it shall remain binding upon us and may be accepted at any time before expiration of that period.

1. We understand that you are not bound to accept the lowest or any Tender you may receive.

1. We agree to complete the design services inclusive of all relevant drawings and construction documents as follows:
2. 30% - Acceptance of Conceptual Design & drawings, and evidence of application of Outline Approvals to all Statutory Authorities;
3. 80% - NIPDEC’s acceptance of full set of Design Calculations & Drawings and evidence of application of Final Approvals to Statutory Authorities;
4. 100% - NIPDEC’s receipt of final approvals to Statutory Authorities.

1. Design-Build Services for the Construction of a Main Campus for COSTAATT in Chaguanas-Phase I, inclusive of Furniture, Fixtures and Equipment within twelve (12) months inclusive of weekends and public holidays after the Notice to Commence.

We are,

Sir,

Yours faithfully,

…………………………………………………………. (Signature of Proponent)*

………………………………………..…………………. (Name of Signatory)

Block Letters

…………………………………………………………. (Name of Company)

…………………………………………………………………….. (Address in full)

………………………………………………………….

* NoteIn case of a Tender by a Firm or Company, the signature of a person fully authorised by the Firm or Company to sign on behalf of the Firm or Company.

APPENDIX 2

TENDER SECURITY FORM

Brief description of Contract: ______

Name and address of Beneficiary ______(whom the tender documents define as the Employer).

We have been informed that ______(hereinafter called the “Principal”) is submitting an offer for such Contract in response to your invitation, and that the conditions of your invitation (the “conditions of invitation”, which are set out in the document entitled instructions to Tenderers) require his offer to be supported by a tender security.

At the request of the Principal, we (name of bank) ______hereby irrevocably undertake to pay you, the Beneficiary / Employer, any sum of sums not exceeding in total the amount of ______(say:______) upon receipt by us of your demand in writing and your written statement (in the demand) stating that:

1. the Principal has, without your agreement, withdrawn his offer after the latest time specified for its submission and before the expiry of its period of validity, or
2. the principal has refused to accept the correction of errors in his offer in accordance with such conditions of invitation, or
3. you awarded the Contract to the Principal and he has failed to comply with sub-clause 1.6 of the conditions of the Contract or
4. you awarded the Contract to the Principal and he has failed to comply with sub-clause 4.2 of the conditions of the Contract.

Any demand for payment must contain your signatures (s) which must be authenticated by your bankers or by a notary public. The authenticated demand and statement must be received by us at this office on or before (the date 28 days beyond the validity period of the Proposal) ______, when this guarantee shall expire and shall be returned to us.

This guarantee is subject to the Uniform Rules for Demand Guarantees, published as number 458 by the International Chamber of Commerce, except as stated above.

Date:______

Signature(s)______

APPENDIX 3

TECHNICAL PROPOSAL (FORM 1)

STANDARD FORMS

1A.Technical Proposal Submission Form

1B. Applicant Information Sheet

1C.Work Experience of Firm

1D. Similar Type of Works

1E.Proponent’s References

1F.General Background and Organization

1G.Methodology, Work Plan, Organization and Staffing

1H.Curricula Vitae of Proposed Professional Staff

1I.Available Plant and Equipment

1J. List of Proposed Major Sub Contractor

1K.List of Product and Suppliers

1L. Current Workload

Form 1A. Technical Proposal Submission Form

(To be filled out and returned in the Proposal)

To: The Tenders Committee

National Insurance Property Development Co Ltd

56-60 St Vincent Street

PORT OF SPAIN

Date:

Dear Sir:

We, the undersigned, offer to provide the Design-Build Services for the Construction of a Main Campus for COSTAATT in Chaguanas-Phase I, inclusive of Furniture, Fixtures and Equipment, in accordance with your Request for Proposals dated ______.

We hereby submit our Proposal which includes a Technical Proposal and a Cost Proposal sealed under a single envelope.

If negotiations are held during the period of validity of the Proposal, we undertake to negotiate on the basis of the proposed key professional personnel we have named. Our Proposal is binding upon us and subject to the modifications resulting from contract negotiations.

We understand you are not bound to accept any Proposal you receive.

We remain,

Yours sincerely,

______

Authorized SignatureTitle of Signatory:

______

NAME IN BLOCK LETTERS

Name of Proponent: ______

(BLOCK LETTERS)

Address of Proponent: ______

Form 1B. Applicant Information Sheet in accordance with Section 2.7.1.2.2

(To be filled out and returned in the Proposal)

Date: ______

Page ______of ______pages

Proponent’s Legal Name:
 Sole Proprietorship  Partnership  Corporation  Joint Venture or Consortium
Year of constitution:
Legal address in country of constitution:
Authorized representative information:
Name:
Address:
Telephone/Fax numbers:
E-mail Address:
Attached are copies of original documents of:
 1. Letter of authorization to represent the legal entity named above.

Form1C. Work Experience of the Firm in accordance with Section 2.7.1.2.3

(To be filled out and returned in the Proposal)

Name of Proponent: ______Date: ______

Page ______of ______pages

Starting Month / Year / Ending Month / Year / Years / Contract Identification / Role of Applicant
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______
______/ ______/ Contract name:
Brief Description of the Works performed by the Applicant:
Name of Contracting Entity:
Address: / ______

Form 1D. Similar Type of Works in accordance with Section 2.7.1.2.3

(To be filled out and returned in the Proposal)

Name of Proponent: ______Date: ______

Page ______of ______pages

Project Name:
____ of ___ required. / Information
Description of the similarity in accordance with the Design Brief and Scope of Services

1. ______

1. ______

1. ______

1. ______

1. ______

1. ______

Form 1D. Similar Type of Works in accordance with Section 2.7.1.2.3

(To be filled out and returned in the Proposal)

Name of Proponent: ______Date: ______

Page ______of ______pages

Project Name:
____ of ___ required. / Information
Contract Identification
Award date
Completion date / ______
______
Role in Contract / Contractor / Management Contractor / Subcontractor
Total contract amount / ______/ TT$______
If party in a JVCA or subcontractor, specify participation of total contract amount / ______% / ______/ TT$______
Contracting Entity’s Name:
Address:
Telephone/fax number:
E-mail: / ______
______
______
______

Form 1E. Proponent’s References in accordance with Section 2.7.1.2.3

(To be filled out and returned in the Proposal)

Relevant Services Carried Out in the Last Five Years

Using the format below, provide information on each referenced assignment for which your firm/entity, either individually as a corporate entity or as one of the major companies within an association was legally contracted.

Assignment Name: /

Country:

Location within Country / Professional Staff Provided by your Firm/entity (profiles)
Name of Client: / No. of Staff:
Address: / No. of Staff-Months; duration of assignments:
Start Date (Month/Year): / Completion Date (Month/Year): / Approx. value of services (in Current US$ and TT$):
Name of Associated Firm, if any: / No. of Months of Professional Staff Provided by Associated Firms:
Name of Senior Staff (Project Director/Coordinator, Team Leader) involved and functions performed:
Narrative Description of Project:
Description of Actual Services Provided by you Staff:

Proponent’s Name ______

(BLOCK LETTERS)

Form 1F. General Background and Organization in accordance with Section 2.7.1.2.4

(To be filled out and returned in the Proposal)

Name of Proponent: ______Date: ______

Page ______of ______pages

Non-Performing Contracts
Contract non-performance did not occur during the past five (5) years
Year / Outcome as percent of total assets / Contract Identification / Total Contract Amount (current value, TT$ equivalent)
______/ ______/ Contract Identification:
Name of Contracting Entity:
Address of Contracting Entity:
Matter in dispute: / ______
______/ ______/ Contract Identification:
Name of Contracting Entity:
Address of Contracting Entity:
Matter in dispute: / ______
______/ ______/ Contract Identification:
Name of Contracting Entity:
Address of Contracting Entity:
Matter in dispute: / ______
______/ ______/ Contract Identification:
Name of Contracting Entity:
Address of Contracting Entity:
Matter in dispute: / ______

Form 1G. Methodology and Work Plan

In accordance with Section 2.7.1.2.5 to 2.7.1.2.7

(To be filled out and returned in the Proposal)

[Technical approach, methodology and work plan are key components of the Technical Proposal. It is recommended that you present your Technical Proposal (inclusive of Designs, charts and diagrams) divided into the following three chapters:

a)Technical Approach and Methodology – Design and Construction

b)Work Plan

c)Organisation and Staffing

a)Technical Approach and Methodology. In this chapter you should explain your understanding of the objectives of the assignment, approach to the services, and methodology for carrying out the activities and obtaining the expected output and the quality of works, and the degree of detail of such output. You should highlight the problems being addressed and their importance, and explain the technical approach you would adopt to address them. You should also explain the methodologies you propose to adopt and highlight the compatibility of those methodologies with the proposed approach. Please include the Design Concept, procedure of obtaining approvals from the required statutory authority, material procurement strategies, Quality Control/Quality Assurance manual, and the Proponent’s detailed HSE manual.

b)Work Plan. In this chapter you should propose the main activities of the assignment, their content and duration, phasing and interrelations, milestones and delivery dates of the reports. The proposed work plan should be consistent with the technical approach and methodology, showing understanding of the RFP Requirements and ability to translate them into a feasible working plan. A list of documents, including reports, drawings, and tables to be delivered as outputs, should be included here. The work programme shall show linkages, critical path, and milestones.

c)Organization and Staffing. In this chapter you should propose a manpower loading chart for all aspects of the assignment, stating the roles, responsibilities, and the level of participation of each key personnel.

Form 1H. Format of Curriculum Vitae (CV) for Proposed Key Professional Staff

In accordance with Section 2.7.1.2.7

(To be filled out and returned in the Proposal)

Page 1 of 2

Name of Proponent: ______

Name of Staff: ______

Profession: ______

Date of Birth: ______

Years with Firm/entity: ______National: ______

Membership in Professional Societies: ______

______

Detailed Task Assigned: ______

______

Key Qualifications:

[Give an outline of staff member’s experience and training most pertinent to tasks on assignment. Describe degree of responsibility held by staff member on relevant previous assignments and give dates and location. Use about half a page.]

Education:

[Summarize college/university and other specialized education of staff member, giving names of school, dates attended and degrees obtained. Use about half a page.]

Form 1H. Format of Curriculum Vitae (CV) for Proposed Key Professional Staff

(In accordance with Section 2.7.1.2.7)

(To be filled out and returned in the Proposal)

Page 2 of 2

Employment Record:

[Starting with present position, list in reverse order every employment held. List all positions held by staff member since graduation, giving dates, names of employing organizations, titles of position held, and locations of assignments. For experience in the last ten years, also give types of activities performed and client references, where appropriate. Use about three-quarters of a page.]

Languages:

[For each language indicate proficiency: excellent, good, fair, or poor; in speaking, reading, and writing]

Certification:

I, the undersigned, certify that to the best of my knowledge and belief, these data correctly describe me, my qualifications, and my experience.

______Date:______

[Signature of staff member and authorized representative of the Firm]

Full Name of staff member:______

Full Name of authorized representative: ______

Form 1I. Available Plant and Equipment in accordance with Section 2.7.1.2.8

(To be filled out and returned in the Proposal)

No. / Item / Make, Model and Year of Manufacture / Status / Current Location

Proponent’s Name ______

(BLOCK LETTERS)

Form 1J. List of Proposed Major Sub Contractors in accordance with Section 2.7.1.2.9

(To be filled out and returned in the Proposal)

No. / Sub Contractor Name / Office Address / Contact Number / Name of Contact

Proponent to include Sub-Contractor’s Company Profile, signed credentials and date of Sub-Contractor’s availability for this project.

Proponent’s Name ______

(BLOCK LETTERS)

Form 1K. List of Product and Suppliers in accordance with Section 2.7.1.2.10

(To be filled out and returned in the Proposal)

No. / Product Description / Supplier / Manufacturer / Country of Origin

Proponent to include data/cut sheets, product specifications, brochures, or any documentation to fully describe said product/s. Also, please indicate the name of agent.

Proponent’s Name ______

(BLOCK LETTERS)

Form 1L.Current Workload

In accordance with Section 2.7.1.2.3

(To be included in the Proposal)

Project Name / Address of Project / Project Cost / Client Name / Actual or Anticipated Date of Completion / Proponent's Role in the Project / Project Status (if delayed, please state reason)

APPENDIX 4

COST PROPOSAL (FORM 2)

STANDARD FORMS

2A.Cost Proposal Submission Form

2B. Financial Capability of the Proponent

2C. Average Annual Construction Turn Over

2D.Cost Breakdown Schedule

2E.Proposed Cash Drawdown Schedule

Form 2A

Cost Proposal Submission Form

(To be filled out and returned in the Proposal)

To:The Tenders Committee

National Insurance Property Development Co Ltd

56-60 St Vincent Street

PORT OF SPAIN

Date:

Dear Sir:

We, the undersigned, offer to provide the Design-Build Services for the Construction of a Main Campus for COSTAATT in Chaguanas-Phase I, inclusive of Furniture, Fixtures and Equipment

in accordance with your Request for Proposal dated ______. Our attached Price Proposal is for the fixed lump sum of: $ ______Vat Inclusive (where applicable)

The breakdown of the lump sum cost is as follows:

• Design-Builder’s Construction Cost by activity detailed in the Technical Proposal in the Milestone Format
• Our Price Proposal shall be binding upon us subject to the modifications resulting from Contract negotiations, up to expiration of the validity period of the Proposal.
• Commissions and gratuities paid or to be paid by us to agents relating to this Proposal and Contract execution, if we are awarded the Contract, are listed below.

Name and AddressAmount andPurpose of Commission

of AgentsCurrencyor Gratuity

We understand you are not bound to accept any Proposal you receive.

We remain,

Yours sincerely,

Authorized Signature:

Name and Title of Signatory:

Name and Address of Firm:

Form2B.

Financial Capability of the Proponent in accordance with Section 2.7.2.2

(To be filled out and returned in the Proposal)

Name of Proponent: ______Date: ______

Page ______of ______pages

To be completed by the Applicant

Financial information
in TT$ / Historic information for previous ______(__) years
(TT$ in 000s)
Year 1 / Year 2 / Year 3 / Year ... / Year n / Avg. / Avg. Ratio
Information from Balance Sheet
Total Liabilities (TL)
Total Assets (TA)
Net Worth (NW)
Current Assets (CA)
Current Liabilities (CL)
Information from Income Statement
Total Revenue (TR)
Profits Before Taxes (PBT)

 Attached are copies of financial statements (balance sheets, including all related notes, and income statements) for the years required above complying with the following conditions: