Part 3 - Do You Know the Entire Contract
From the Project Management View from Rail Transit Programs and Projects Blog
by Henry Hattenrath
A collection of articles sharing project processes, design and construction experience, best practices, and lessons learned along with operational knowledge related to executing programs and projects in the rail transit industry.
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Critical Components in Information For Bidders - Key Personnel
This is the 3rd in a series of discussions that is intended to prompt Project Teams to be aware of the entire contract document, including Information For Bidders (IFB), General Conditions/Terms and Conditions (GCs) and the Technical Requirements [Specifications and Drawings.]
Even with a standard form contract, it is important the Buyer’s Project Manager, Contracting Officer, and technical representatives verify content and ensure the contract is complete and executable within the Buyer’s organizational assets and business processes.
Similar to specifying the company qualifications, the Buyer may also expect the bidders/Seller to provide Key Personnel for managing the work. In addition to the level of effort – full time/part time, the bidders/Seller need to be aware of the Buyer’s expectations.
IFB - Key Personnel: A list of personnel is typically included in the Information for Bidders section of the standard form contract document. This section identifies the key personnel required by the Buyer for the Seller. For each key person, a description of experience, education, specialized training/certifications, licenses, and project experience. The personnel may include Project Manager, Deputy Project Manager, Superintendent, Scheduler, Quality Manager and Safety Manager. Under certain contract scopes, there may be requirements for Logistics Specialists, Training Specialists and Critical Crane Lift Specialist. The requirements should be consistent with the Buyer’s expectations, the Engineer-Of-Record recommendations for Seller’s staff, and the requirements in the Division 1 Specifications, which the biggest tool in the contract for the Buyer’s project management team.
For construction in the rail transit domain, the key persons may also include technical specialists for Track, Signal, Communications, Power, System Integration, Rolling Stock and Operations.
TIP: The qualitative and quantitative requirements should be balanced with the qualified Seller pool but not be overly restrictive so as to reduce the submission of responsive bids.
TIP: Once the metrics are established in the contract, they can not be waived. In order to avoid any type of protest during the bid evaluation, provide some flexibility in requirements for Buyer discretion using an equivalent combination of years experience, education and project assignments.
TIP: Requirements for key personnel can also be stated in the technical specifications, which are prepared by the EOR. During the final review of the completed contract documents, key personnel in the IFB and specification sections should be aligned. As needed, the IFB can identify technical personnel as key persons and reference the specification section for requirements.
Posted on: September 16, 2018 06:13 PM |
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Comments (11)
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RAJESH K L
Project Manager, PMP| Bharat Electronics, Bengaluru, India
Bengaluru, Karnataka, India
Useful tips shared for contract. Thanks
Tamer Zeyad Sadiq
Assistant Cost Manager| Turner & Townsend
Riyadh, Ar Riyad, Saudi Arabia
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates
New Westminster, British Columbia, Canada
It is indeed very important to receive the list of personnel, their qualifications and in many cases their resumes.
Very interesting article, thanks for sharing...
Pench Batta
Enterprise Lean Agile DevOps Coach /SAFe Program Consultant (SPC6)| Capgemini, Inc.
Bentonville, Ar, United States
Henry, good tips! Thanks for sharing!
Henry Hattenrath
Project Consultant| Tectonic Engineering MSA LLC
New York, Ny, United States
Rami - Thank you for the input and support. Part 4 will expand on the bid requirements, which will include Resumes for key personnel.
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates
New Westminster, British Columbia, Canada
You're welcome - I look forward to seeing part 4.
Contracts are always tricky, so thanks for shedding some light on the topic.
Vincent Guerard
Coach - Trainer - Speaker - Advisor| Freelance
Mont-Royal, Quebec, Canada
Also Key personnel, availability should be validated
Stelian ROMAN
Project Manager| MicroSafety
Carlingford, New South Wales, Australia
Interesting, thanks for sharing
Very informative. Thanks.
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