Project Management

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Do You Know the Entire Contract – Part 3

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Henry Hattenrath Project Consultant| Tectonic Engineering MSA LLC New York, Ny, United States
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.

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