BID AND PROPOSAL GUIDELINES

CONFIDENTIAL Page 1 of 124 2010-07-09-18

BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 2 of 124 2010-07-09-18
Table of Contents
1 Purpose and Scope 10
2 Authorities 10
2.1 Statutory Authority 10
2.2 Federal Government Regulations, Standards, and Other Guidance 10
2.3 Related DCT Policies and Procedures 10
3 Effective Date 10
4 Guidelines 10
1 Part 1. Conduct and Administration of Procurement 11
1.1 Section 1.A. Program Procurement Guidelines: Procurement of
Goods, Works, and Non-Consultant Services 11
1.1.1 I. Introduction 11
1.1.1.1 Applicability of Section 1.A of these Guidelines 11
1.1.1.2 General Considerations 11
1.1.1.3 Conflict of Interest 12
1.1.1.4 Eligibility 12
1.1.1.5 Advance Contracting and Retroactive Financing 13
1.1.1.6 Joint Ventures 14
1.1.1.7 DCT Review 14
1.1.1.8 Misprocurement 14
1.1.1.9 References to DCT 14
1.1.1.10 Fraud and Corruption 15
1.1.1.11 Price-Reasonableness Analysis 16
1.1.2 II. Competitive Bidding 16
1.1.2.1 A. General 16
1.1.2.1.1 Introduction 16
1.1.2.1.2 Type and Size of Contracts 16
1.1.2.1.3 Two-Stage Bidding 17
1.1.2.1.4 Notification and Advertising 17
1.1.2.1.5 Pre-qualification of Bidders 18
1.1.2.2 B. Bidding Documents 19
1.1.2.2.1 General 19
1.1.2.2.2 Validity of Bids and Bid Security 19
1.1.2.2.3 Language 20
1.1.2.2.4 Clarity of Bidding Documents 20
1.1.2.2.5 Standards and Technical Specification 21
1.1.2.2.6 Use of Brand Names 21
1.1.2.2.7 Over-Specification 21
1.1.2.2.7.1 Definition 21
1.1.2.2.7.2 Procedures for Verifying Proper Specification 21
1.1.2.2.7.3 Consequences of Over-Specification 22
1.1.2.2.8 Pricing 22
1.1.2.2.9 Price Adjustment 22
1.1.2.2.10 Transportation and Insurance 23
1.1.2.2.11 Allowable Currencies for Bids 23
1.1.2.2.12 Currency Conversion for Bid Comparison 23
1.1.2.2.13 Allowable Currencies for Contract Denomination and
Payment 24
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 3 of 124 2010-07-09-18
1.1.2.2.14 Terms and Methods of Payment 24
1.1.2.2.15 Advance Payments 24
1.1.2.2.16 Advance Payment Security Guarantees 25
1.1.2.2.17 Progress Payments 25
1.1.2.2.18 Final payment 26
1.1.2.2.19 Performance Guarantees 26
1.1.2.2.20 Interest on Late Payments 26
1.1.2.2.21 Alternative Bids 26
1.1.2.2.22 Performance Security 26
1.1.2.2.23 Liquidated Damages and Bonus Clauses 27
1.1.2.2.24 Force Majeure 27
1.1.2.2.25 Applicable Law and Settlement of Disputes 27
1.1.2.3 C. Bid Opening, Evaluation, and Award of Contract 27
1.1.2.3.1 Time for Preparation of Bids 27
1.1.2.3.2 Bid Opening Procedures 27
1.1.2.3.3 Clarifications or Alterations of Bids 28
1.1.2.3.4 Confidentiality 28
1.1.2.3.5 Examination of Bids 28
1.1.2.3.6 Evaluation and Comparison of Bids 28
1.1.2.3.7 Domestic Preferences 29
1.1.2.3.8 Extension of Validity of Bids 29
1.1.2.3.9 Post-qualification of Bidders 30
1.1.2.3.10 Award of Contract 30
1.1.2.3.11 Publication of the Award of Contract 30
1.1.2.3.12 Rejection of All Bids 30
1.1.2.3.13 Debriefing 31
1.1.2.4 D. Modified Competitive Bidding 31
1.1.2.4.1 Procurement of Commodities 31
1.1.3 III. Other Methods of Procurement 32
1.1.3.1 General 32
1.1.3.2 Limited Bidding 32
1.1.3.3 National Competitive Bidding 32
1.1.3.4 Shopping 32
1.1.3.5 Direct Contracting 32
1.1.3.6 Force Account 33
1.1.3.7 Procurement Agents and Fiscal Agents 33
1.1.3.8 Inspection Agents 34
1.1.3.9 Procurement under BOO/BOT/BOOT, Concessions and Similar
Private Sector Arrangements 34
1.1.3.10 Performance Based Procurement / Output Based Procurement 34
1.2 Section 1.B. Program Procurement Guidelines: Procurement of
Consultants and Consultant Services 35
1.2.1 I. Introduction 35
1.2.1.1 Purpose 35
1.2.1.2 General Considerations 36
1.2.1.3 Applicability of Section 1.B of these Guidelines 36
1.2.1.4 Conflict of Interest 36
1.2.1.5 Unfair Competitive Advantage 37
1.2.1.6 Eligibility 38
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 4 of 124 2010-07-09-18
1.2.1.7 Advance Contracting and Retroactive Financing 38
1.2.1.8 Associations between Consultants 39
1.2.1.9 DCT Review, Assistance, and Monitoring 39
1.2.1.10 Misprocurement 39
1.2.1.11 References to DCT 40
1.2.1.12 Training or Transfer of Knowledge 40
1.2.1.13 Language 40
1.2.1.14 Fraud and Corruption 41
1.2.1.15 Price-Reasonableness Analysis 42
1.2.2 II. Quality and Cost Based Selection 43
1.2.2.1 The Selection Process 43
1.2.2.2 Terms of Reference 43
1.2.2.3 Budget 43
1.2.2.4 Advertising 43
1.2.2.5 Short List of Consultants 44
1.2.2.6 Preparation and Issuance of the Request for Proposals 44
1.2.2.7 Receipt of Proposals 45
1.2.2.8 Evaluation of Proposals: Consideration of Technical Quality and
Cost 45
1.2.2.9 Evaluation of Financial Proposals 45
1.2.2.10 Combined Technical Quality and Price Evaluation 46
1.2.2.11 Negotiations and Award of Contract 46
1.2.2.12 Publication of the Award of Contract 47
1.2.2.13 Debriefing 47
1.2.2.14 Rejection of All Proposals, and Re-invitation 48
1.2.2.15 Confidentiality 48
1.2.3 III. Other Methods of Selection 48
1.2.3.1 General 48
1.2.3.2 Quality Based Selection 48
1.2.3.3 Selection under a Fixed Budget 49
1.2.3.4 Least-Cost Selection 49
1.2.3.5 Selection Based on the Consultants Qualifications 50
1.2.3.6 Individual Consultants 50
1.2.3.7 Sole Source Selection 51
1.2.4 IV. Types of Contracts and Important Provisions 51
1.2.4.1 Types of Contracts 51
1.2.4.1.1 Fixed-Price Contract 51
1.2.4.1.2 Time-Based Contract 52
1.2.4.1.3 Reimbursable-Cost Contracts 52
1.2.4.1.4 Percentage Contract 52
1.2.4.1.5 Indefinite Delivery and Indefinite Quantity Contract 52
1.2.4.1.6 Requirements and Blanket Purchase Agreements Contracts
53
1.2.4.2 Allowable Currencies for Proposals 53
1.2.4.3 Currency Conversion for Proposal Comparison 53
1.2.4.4 Allowable Currencies for Contract Denomination and Payment 53
1.2.4.5 Terms and Methods of Payment 53
1.2.4.5.1 Advance Payments 54
1.2.4.5.2 Advance Payment Security Guarantees 54
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 5 of 123 2010-07-09-18
1.2.4.5.3 Progress Payments 54
1.2.4.5.4 Final Payment 55
1.2.4.6 Performance Guarantees 55
1.2.4.7 Interest on Late Payments 55
1.2.4.8 Staff Substitutions 55
1.2.4.9 Professional Liability 55
1.2.4.10 Applicable Law and Settlement of Disputes 55
2 Part 2. Procurement Planning, Implementation, and Reporting 56
2.1 P2.1 Procurement Plan 56
2.1.1 Purpose 56
2.1.2 Requirements and Approvals 56
2.1.3 Period Covered 56
2.1.4 Contents and Organization 56
2.1.5 Direct Contracting/Sole Source Procurement 56
2.1.6 Amendment 57
2.2 P2.2 Procurement Implementation Plan 57
2.2.1 Purpose and Requirement: 57
2.2.2 Contents and Organization 57
2.2.3 PIP Checklist 58
2.3 P2.3 Procurement Performance Report 59
2.3.1 Purpose 59
2.3.2 Submission Requirements 59
2.4 P2.4 Contractor Past Performance Reporting System (CPPRS) 59
2.4.1 Policy 59
2.4.2 Applicability 59
3 Part 3. Standard Bidding Documents 61
4 Part 4. Review and Approval Requirements 62
5 Part 5. Bid Challenge System 63
5.1 P5.1 Introduction 63
5.2 P5.2 Bid Challenge System 63
5.3 P5.3 First Level of Review by the DCA Entity 63
5.3.1 Checklist for Necessary Elements of BCS Review Process by DCA
Entity 63
5.3.2 Language 64
5.3.3 Filing Eligibility, Deadline, and Fees 64
5.3.4 Content of Bid Challenge 64
5.3.5 Suspension of Procurement 64
5.3.6 Issues Subject to Review 64
5.3.7 Written Decision, Deadline, and Remedies 64
5.4 P5.4 Appeal Process 65
5.4.1 Checklist for Necessary Elements of BCS Appeal Process 65
5.4.1.1 Independent Appeal Body 65
5.5 P5.5 Report to DCT 65
5.6 P5.6 Interim Bid Challenge System 66
5.6.1 Bid Challenges 66
5.6.2 Appeals 66
6 Part 6. Subcontracting 67
7 Part 7. Amendments and Waivers 68
7.1 7.1 Amendments 68
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 6 of 123 2010-07-09-18
7.2 7.2 Waivers 68
8 Part 8. Publication of DCT Program Procurement Guidelines and
Additional Information 70
8.1 Publication by DCA Entity 70
8.2 Additional Information 70
9 Part 9. Language 71
9.1 Official Language 71
9.2 Advertising Documents Solicitation, Procurement and Contract
Documents 71
9.3 Procurement Records and Reports 71
9.4 Waivers 71
10 Part 10. Eligibility Verification Procedures 72
10.1 P10.1 Introduction 72
10.2 P10.2 Eligibility Verification Procedures 72
10.2.1 Partial Eligibility Verification 72
10.2.2 P10.2Full Eligibility Verification 72
10.2.3 Periodic Eligibility Verification 73
10.2.4 Documentation of Eligibility Verification 73
11 Part 11. Choice of Contract Types 75
12 Part 12. Property Leasing 77
13 Part 13. Records and Post Review 78
13.1 Procurement Records 78
13.2 Post Review 78
1 Attachment 1. Approval Requirements 79
1.1 Schedule A 5678 79
1.2 Schedule B - Programs/Compacts in Oversight 123456 86
2 Attachment 2. Glossary of Terms 93
3 Attachment 3. Director of Procurement Model Position Description
96
3.1 Major Responsibilities and Duties 96
3.2 Required Qualifications and Experience 96
4 Attachment 4. Eligibility Verification Template 98
5 Attachment 5. Sample Technical Evaluation Panel Confidentiality
Agreement 99
6 Attachment 6. Sample Procurement Plan and Amendment Form 101
7 Attachment 7. Guidance on Writing and Reviewing Terms of
Reference 103
7.1 Purpose and Function of the Terms of Reference 103
7.2 State the objective or purpose of the procurement: 103
7.3 Provide a clear description of the background and context: 103
7.4 Clearly describe deliverables and required resources: 104
7.5 Special guidance for procurement of Monitoring and Evaluation
services: 104
7.6 Editing: 104
8 Attachment 8. Sample General Procurement Notice 105
9 Attachment 9. Sample Specific Procurement Notice (SPN) 107
10 Attachment 10. Sample DCT Program Procurement Guidelines Waiver
Request Form 108
11 Attachment 11. Guidance on the Price-Reasonableness Analysis 109
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 7 of 123 2010-07-09-18
11.1 Responsibility and Documentation 109
11.2 Definition and Purpose 109
11.3 Methods for Conducting a Price-Reasonableness Analysis 109
12 Attachment 12. Financial Eligibility Criteria for Pre and Post
Qualification of Large Works Contractors 111
12.1 Introduction 111
12.1.1 CFMA Annual Survey 112
12.1.2 Overview of current financial eligibility Criteria ranges 112
12.1.2.1 Liquidity: Current Ratio and Cash Flow Requirements 112
12.1.2.2 Cash Flow Requirement 113
12.1.2.3 Access to Capital: Debt-Equity Ratio 114
12.1.2.4 Average Annual Construction Turnover 115
12.1.2.5 Value of Comparable Contracts 115
12.1.2.6 Additional Financial Criteria 115
12.1.2.6.1 Times Interest Earned 115
12.1.2.6.2 Backlog to Working Capital 116
12.1.2.6.3 Quick Ratio 117
12.1.2.6.4 Backlog Months 118
12.1.2.7 Notes 119
13 Attachment 13. Contract File Index Sample 120
14 Attachment 14. Bid Review and Technical Evaluation Panels 122
14.1 Technical Members 122
14.2 Auxiliary Member 122
14.3 Observers 122
14.4 Approval of Panel Members 123
14.5 Confidentiality 123
14.6 Conflict of Interest of Panel Members 123
14.7 Payments to Panel Members 123
14.8 Bid Review or Technical Evaluation 124
14.9 Bid Review or Technical Evaluation Report 124

1 Purpose and Scope
The principles, rules, and procedures set out in these Program Procurement
Guidelines (Guidelines) shall govern the conduct and administration by the
DCA Entity or other entity( excluding DCT) of the procurement of the goods,
works, consultant, and non-consultant services that need to be acquired to
implement the projects funded by DCT (Project or Projects) under Digital
City Tender Compacts and grant and implementation agreements entered into
pursuant to Section 609(g) of the Digital City Tender Act unless the Digital
City Tender Corporation (DCT) specifically agrees to the application of
alternative procurement procedures.1 These guidelines do not apply to DCT
threshold programs funded pursuant to Section 616 of such Act.
2 Authorities
2.1 Statutory Authority
Section 609(b)(1)(I) of the Digital City Tender Act of 2003, as
amended (P.L. No. 108-199, codified at 22 U.S. C. 7701, et seq.)
2.2 Federal Government Regulations, Standards, and
Other Guidance
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 8 of 122 2010-07-09-18
Not applicable
2.3 Related DCT Policies and Procedures
a. Guidance on Reporting and Considering Past Performance by
Contractors in DCA Entity Program Procurements
b. Cost Principles for Cost-Reimbursement Contracts under DCT-
Financed Grants
c. Cost Principles for Government Affiliates Involved in DCT Compact
Implementation
d. Policy on Preventing, Detecting, and Remediating Fraud and
Corruption in DCT Operations
e. Guidelines for Accountable Entities and Implementation Structures
1 The DCT Program Procurement Guidelines are based on Guidelines: Procurement Under IBRD Loans
and IDA Credits May 2004, revised October
2006 and Guidelines: Selection and Employment of Consultants by World Bank Borrowers, May 2004,
revised October 2006. 2004 by the International
Bank for Reconstruction and Development/The World Bank. All rights reserved. For further information,
please visit http://www.worldbank.org.
3 Effective Date
These guidelines shall become effective on the date approved and shall
supersede all previous versions.
4 Guidelines
1 Part 1. Conduct and Administration of
Procurement
1.1 Section 1.A. Program Procurement Guidelines:
Procurement of Goods, Works, and Non-Consultant
Services
1.1.1 I. Introduction
!"!"!"! #$$%&'()&%&*+ -. /0'*&-1 !"# -. *2030
Guidelines
1.1.1.2 40105(% 6-13&705(*&-13
1.1.1.3 6-1.%&'* -. 81*0503*
1.1.1.4 9%&:&)&%&*+
1.1.1.5 #7;(1'0 6-1*5('*&1: (17 <0*5-('*&;0
=&1(1'&1:
1.1.1.6 >-&1* ?01*@503
1.1.1.7 A6B <0;&0C
!"!"!"D E&3$5-'@50F01*
1.1.1.9 <0.0501'03 *- A6B
!"!"!"!G =5(@7 (17 6-55@$*&-1
1.1.1.11 H5&'0I<0(3-1()%01033 #1(%+3&3
1.1.2 II. Competitive Bidding
!"!"J"! #" 40105(%
1.1.2.1.1 lnLroducLlon
1.1.2.1.2 1ype and Slze of ConLracLs
1.1.2.1.3 1wo-SLage 8lddlng
1.1.2.1.4 noLlflcaLlon and AdverLlslng
1.1.2.1.5 re-quallflcaLlon of 8ldders
1.1.2.2 K" K&77&1: A-'@F01*3
1.1.2.2.1 Ceneral
1.1.2.2.2 valldlLy of 8lds and 8ld SecurlLy
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 9 of 113 2010-07-09-18
1.1.2.2.3 Language
1.1.2.2.4 ClarlLy of 8lddlng uocumenLs
1.1.2.2.5 SLandards and 1echnlcal SpeclflcaLlon
1.1.2.2.6 use of 8rand names
1.1.2.2.7 Cver-SpeclflcaLlon
1.1.2.2.7.1 Definition
1.1.2.2.7.2 Procedures for
Verifying Proper Specification
1.1.2.2.7.3 Consequences of Over-
Specification
1.1.2.2.8 rlclng
1.1.2.2.9 rlce Ad[usLmenL
1.1.2.2.10 1ransporLaLlon and lnsurance
1.1.2.2.11 Allowable Currencles for 8lds
1.1.2.2.12 Currency Converslon for 8ld Comparlson
1.1.2.2.13 Allowable Currencles for ConLracL
uenomlnaLlon and aymenL
1.1.2.2.14 1erms and MeLhods of aymenL
1.1.2.2.13 Advance aymenLs
1.1.2.2.16 Advance aymenL SecurlLy CuaranLees
1.1.2.2.17 rogress aymenLs
1.1.2.2.18 llnal paymenL
1.1.2.2.19 erformance CuaranLees
1.1.2.2.20 lnLeresL on LaLe aymenLs
1.1.2.2.21 AlLernaLlve 8lds
1.1.2.2.22 erformance SecurlLy
1.1.2.2.23 LlquldaLed uamages and 8onus Clauses
1.1.2.2.24 lorce Ma[eure
1.1.2.2.23 Appllcable Law and SeLLlemenL of
ulspuLes
1.1.2.3 6" K&7 L$01&1:M 9;(%@(*&-1M (17 #C(57 -.
6-1*5('*
1.1.2.3.1 1lme for reparaLlon of 8lds
1.1.2.3.2 8ld Cpenlng rocedures
1.1.2.3.3 ClarlflcaLlons or AlLeraLlons of 8lds
1.1.2.3.4 ConfldenLlallLy
1.1.2.3.3 LxamlnaLlon of 8lds
1.1.2.3.6 LvaluaLlon and Comparlson of 8lds
1.1.2.3.7 uomesLlc references
1.1.2.3.8 LxLenslon of valldlLy of 8lds
1.1.2.3.9 osL-quallflcaLlon of 8ldders
1.1.2.3.10 Award of ConLracL
1.1.2.3.11 ubllcaLlon of Lhe Award of ConLracL
1.1.2.3.12 8e[ecLlon of All 8lds
1.1.2.3.13 uebrleflng
1.1.2.4 A" E-7&.&07 6-F$0*&*&;0 K&77&1:
1.1.2.4.1 rocuremenL of CommodlLles
1.1.3 III. Other Methods of Procurement
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 10 of 102 2010-07-09-18
!"!"N"! 40105(%
!"!"N"J O&F&*07 K&77&1:
1.1.3.3 P(*&-1(% 6-F$0*&*&;0 K&77&1:
!"!"N"Q /2-$$&1:
!"!"N"R A&50'* 6-1*5('*&1:
!"!"N"S =-5'0 #''-@1*
1.1.3.7 H5-'@50F01* #:01*3 (17 =&3'(% #:01*3
1.1.3.8 813$0'*&-1 #:01*3
!"!"N"T H5-'@50F01* @1705 KLLUKLBUKLLBM
6-1'033&-13 (17 /&F&%(5 H5&;(*0 /0'*-5 #55(1:0F01*3
1.1.3.10 H05.-5F(1'0 K(307 H5-'@50F01* U L@*$@*
K(307 H5-'@50F01*
1.2 Section 1.B. Program Procurement Guidelines:
Procurement of Consultants and Consultant Services
1.2.1 I. Introduction
1.2.1.1 H@5$-30
1.2.1.2 40105(% 6-13&705(*&-13
1.2.1.3 #$$%&'()&%&*+ -. /0'*&-1 !"K -. *2030 4@&70%&103
1.2.1.4 6-1.%&'* -. 81*0503*
!"J"!"R V1.(&5 6-F$0*&*&;0 #7;(1*(:0
1.2.1.6 9%&:&)&%&*+
1.2.1.7 #7;(1'0 6-1*5('*&1: (17 <0*5-('*&;0
=&1(1'&1:
1.2.1.8 #33-'&(*&-13 )0*C001 6-13@%*(1*3
1.2.1.9 A6B <0;&0CM #33&3*(1'0M (17 E-1&*-5&1:
1.2.1.10 E&3$5-'@50F01*
1.2.1.11 <0.0501'03 *- A6B
!"J"!"!J B5(&1&1: -5 B5(13.05 -. W1-C%07:0
!"J"!"!N O(1:@(:0
!"J"!"!Q =5(@7 (17 6-55@$*&-1
1.2.1.15 H5&'0I<0(3-1()%01033 #1(%+3&3
1.2.2 II. Quality and Cost Based Selection
!"J"J"! B20 /0%0'*&-1 H5-'033
!"J"J"J B05F3 -. <0.0501'0
!"J"J"N K@7:0*
1.2.2.4 #7;05*&3&1:
!"J"J"R /2-5* O&3* -. 6-13@%*(1*3
!"J"J"S H50$(5(*&-1 (17 833@(1'0 -. *20 <0X@03* .-5
H5-$-3(%3
!"J"J"Y <0'0&$* -. H5-$-3(%3
!"J"J"D 9;(%@(*&-1 -. H5-$-3(%3Z 6-13&705(*&-1 -.
B0'21&'(% [@(%&*+ (17 6-3*
1.2.2.9 9;(%@(*&-1 -. =&1(1'&(% H5-$-3(%3
1.2.2.10 6-F)&107 B0'21&'(% [@(%&*+ (17 H5&'0
9;(%@(*&-1
1.2.2.11 P0:-*&(*&-13 (17 #C(57 -. 6-1*5('*
1.2.2.12 H@)%&'(*&-1 -. *20 #C(57 -. 6-1*5('*
1.2.2.13 A0)5&0.&1:
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 11 of 87 2010-07-09-18
1.2.2.14 <0\0'*&-1 -. #%% H5-$-3(%3M (17 <0I&1;&*(*&-1
1.2.2.15 6-1.&701*&(%&*+
1.2.3 III. Other Methods of Selection
!"J"N"! 40105(%
!"J"N"J [@(%&*+ K(307 /0%0'*&-1
!"J"N"N /0%0'*&-1 @1705 ( =&]07 K@7:0*
!"J"N"Q O0(3*I6-3* /0%0'*&-1
!"J"N"R /0%0'*&-1 K(307 -1 *20 6-13@%*(1*3^
[@(%&.&'(*&-13
1.2.3.6 817&;&7@(% 6-13@%*(1*3
!"J"N"Y /-%0 /-@5'0 /0%0'*&-1
1.2.4 IV. Types of Contracts and Important
Provisions
!"J"Q"! B+$03 -. 6-1*5('*3
1.2.4.1.1 llxed-rlce ConLracL
1.2.4.1.2 1lme-8ased ConLracL
1.2.4.1.3 8elmbursable-CosL ConLracLs
1.2.4.1.4 ercenLage ConLracL
1.2.4.1.5 lndeflnlLe uellvery and lndeflnlLe
CuanLlLy ConLracL
1.2.4.1.6 8equlremenLs and 8lankeL urchase
AgreemenLs ConLracLs
1.2.4.2 #%%-C()%0 6@5501'&03 .-5 H5-$-3(%3
1.2.4.3 6@5501'+ 6-1;053&-1 .-5 H5-$-3(% 6-F$(5&3-1
1.2.4.4 #%%-C()%0 6@5501'&03 .-5 6-1*5('*
A01-F&1(*&-1 (17 H(+F01*
1.2.4.5 B05F3 (17 E0*2-73 -. H(+F01*
1.2.4.5.1 Advance aymenLs
1.2.4.5.2 Advance aymenL SecurlLy CuaranLees
1.2.4.5.3 rogress aymenLs
1.2.4.5.4 llnal aymenL
1.2.4.6 H05.-5F(1'0 4@(5(1*003
1.2.4.7 81*0503* -1 O(*0 H(+F01*3
1.2.4.8 /*(.. /@)3*&*@*&-13
1.2.4.9 H5-.033&-1(% O&()&%&*+
1.2.4.10 #$$%&'()%0 O(C (17 /0**%0F01* -. A&3$@*03
2 Part 2. Procurement Planning, Implementation,
and Reporting
2.1 P2.1 Procurement Plan
2.1.1 Purpose
2.1.2 Requirements and Approvals
2.1.3 Period Covered
2.1.4 Contents and Organization
2.1.5 Direct Contracting/Sole Source Procurement
2.1.6 Amendment
2.2 P2.2 Procurement Implementation Plan
2.2.1 Purpose and Requirement:
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 12 of 79 2010-07-09-18
2.2.2 Contents and Organization
2.2.3 PIP Checklist
2.3 P2.3 Procurement Performance Report
2.3.1 Purpose
2.3.2 Submission Requirements
2.4 P2.4 Contractor Past Performance Reporting
System (CPPRS)
2.4.1 Policy
2.4.2 Applicability
3 Part 3. Standard Bidding Documents
4 Part 4. Review and Approval Requirements
5 Part 5. Bid Challenge System
5.1 P5.1 Introduction
5.2 P5.2 Bid Challenge System
5.3 P5.3 First Level of Review by the DCA Entity
5.3.1 Checklist for Necessary Elements of BCS
Review Process by DCA Entity
5.3.2 Language
5.3.3 Filing Eligibility, Deadline, and Fees
5.3.4 Content of Bid Challenge
5.3.5 Suspension of Procurement
5.3.6 Issues Subject to Review
5.3.7 Written Decision, Deadline, and Remedies
5.4 P5.4 Appeal Process
5.4.1 Checklist for Necessary Elements of BCS
Appeal Process
5.4.1.1 8170$01701* #$$0(% K-7+
5.5 P5.5 Report to DCT
5.6 P5.6 Interim Bid Challenge System
5.6.1 Bid Challenges
5.6.2 Appeals
6 Part 6. Subcontracting
7 Part 7. Amendments and Waivers
7.1 7.1 Amendments
7.2 7.2 Waivers
8 Part 8. Publication of DCT Program Procurement
Guidelines and Additional Information
8.1 Publication by DCA Entity
8.2 Additional Information
9 Part 9. Language
9.1 Official Language
9.2 Advertising Documents Solicitation,
Procurement and Contract Documents
9.3 Procurement Records and Reports
9.4 Waivers
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 13 of 65 2010-07-09-18
10 Part 10. Eligibility Verification Procedures
10.1 P10.1 Introduction
10.2 P10.2 Eligibility Verification Procedures
10.2.1 Partial Eligibility Verification
10.2.2 P10.2Full Eligibility Verification
10.2.3 Periodic Eligibility Verification
10.2.4 Documentation of Eligibility Verification
11 Part 11. Choice of Contract Types
12 Part 12. Property Leasing
13 Part 13. Records and Post Review
13.1 Procurement Records
13.2 Post Review
1 Attachment 1. Approval Requirements
1.1 Schedule A 5678
1.2 Schedule B - Programs/Compacts in Oversight
123456
2 Attachment 2. Glossary of Terms
3 Attachment 3. Director of Procurement Model
Position Description
3.1 Major Responsibilities and Duties
3.2 Required Qualifications and Experience
4 Attachment 4. Eligibility Verification Template
5 Attachment 5. Sample Technical Evaluation Panel
Confidentiality Agreement
6 Attachment 6. Sample Procurement Plan and
Amendment Form
7 Attachment 7. Guidance on Writing and
Reviewing Terms of Reference
7.1 Purpose and Function of the Terms of Reference
7.2 State the objective or purpose of the
procurement:
7.3 Provide a clear description of the background
and context:
7.4 Clearly describe deliverables and required
resources:
7.5 Special guidance for procurement of Monitoring
and Evaluation services:
7.6 Editing:
8 Attachment 8. Sample General Procurement
Notice
9 Attachment 9. Sample Specific Procurement
Notice (SPN)
BID AND PROPOSAL GUIDELINES
CONFIDENTIAL Page 14 of 30 2010-07-09-18
10 Attachment 10. Sample DCT Program
Procurement Guidelines Waiver Request Form
11 Attachment 11. Guidance on the Price-
Reasonableness Analysis
11.1 Responsibility and Documentation
11.2 Definition and Purpose
11.3 Methods for Conducting a Price-Reasonableness
Analysis
12 Attachment 12. Financial Eligibility Criteria for
Pre and Post Qualification of Large Works
Contractors
12.1 Introduction
12.1.1 CFMA Annual Survey
12.1.2 Overview of current financial eligibility Criteria
ranges
12.1.2.1 O&X@&7&*+Z 6@5501* <(*&- (17 6(32 =%-C
<0X@&50F01*3
12.1.2.2 6(32 =%-C <0X@&50F01*
12.1.2.3 #''033 *- 6($&*(%Z A0)*I9X@&*+ <(*&-
12.1.2.4 #;05(:0 #11@(% 6-13*5@'*&-1 B@51-;05
12.1.2.5 ?(%@0 -. 6-F$(5()%0 6-1*5('*3
!J"!"J"S #77&*&-1(% =&1(1'&(% 65&*05&(
12.1.2.6.1 1lmes lnLeresL Larned
12.1.2.6.2 8acklog Lo Worklng CaplLal
12.1.2.6.3 Culck 8aLlo
12.1.2.6.4 8acklog MonLhs
12.1.2.7 P-*03
13 Attachment 13. Contract File Index Sample
14 Attachment 14. Bid Review and Technical
Evaluation Panels
14.1 Technical Members
14.2 Auxiliary Member
14.3 Observers
14.4 Approval of Panel Members
14.5 Confidentiality
14.6 Conflict of Interest of Panel Members
14.7 Payments to Panel Members
14.8 Bid Review or Technical Evaluation
14.9 Bid Review or Technical Evaluation Report