Procurement Requirements Flashcards
00 10 00 Solicitation: Invitation to Bid
Invitation to Bid
- Intended to attract qualified bidders and to help prospective bidders whether to obtain procurement documents or not
- Implies Owner will be selective by only inviting certain bidders
Basic Information
- Project identification
- Description of Work
- Type of bid
- Time of completion
- Prebid meeting
- Bid opening
- Document availability
- Document availability
- Bidder qualifications
- Bid security
- Owner right to reject bids
- Laws and regulations
00 10 00 Solicitation: Advertisement to Bid
Advertisement to Bid
- Notice to all qualified bidders, not just a select few
- In public work, an advertisement usually required to be published as legal notice
Basic Information
- Project identification
- Description of Work
- Type of bid
- Time of completion
- Prebid meeting
- Bid opening
- Document availability
- Bidder qualifications
- Bid security
- Owner right to reject bids
- Laws and regulations
00 20 00 Instructions for Procurement
- Requirements with which bidders must comply before and during submission of bids
- Forms prepared and published by professional associations frequently used
Basic Information
- Documents identified
- Examination of documents, site, and local conditions
- Procedures for interpretations during bidding
- Procedures for substitution
- Type of bid
- Bid preparation requirements
- Bid security information
- Performance bond and payment bond requirements
- Subcontractor listing requirements
- Requirements for identification and submittal of bid
- Modification or withdrawal of bid procedures
- Disqualification of bidders
- Special applicable laws
- Prebid meeting notice
- Liquidated damages
- Opening of bids
- Evaluation and consideration of bids
- Execution of contract
00 22 00 Supplementary Instructions
Used to modify the information in standard printed instructions to include project specific information.
00 23 00 Procurement Definitions
Used to provide project specific definitions of terms.
00 24 00 Procurement Scopes
Use to provide additional information necessary to describe how various scopes of work will be arranged contractually.
00 25 00 Procurement Meetings
Used to list additional information on prebid or preproposal meetings (which are typically provided in the Advertisement or Instructions to Bidders)
00 26 00 Procurement Substitution Procedures
When substitutions are permitted during procurement, the procedures should be provided in this section. These procedures are in addition to those located in Division 01, 01 25 00 Substitution Procedures.
00 30 00 Available Information
- Various types of information made available to Bidders, Proposers, and Contractors
- Available during procurement and execution of the Work however, they are not Contract Documents
Available Information Types
- Preliminary schedule
- Budget information
- Existing conditions
- Property survey
- Environmental assessment
- Existing material information
- Existing hazardous material information
- Geophysical data
- Geotechnical data
- Permit application requirements
00 40 00 Procurement Forms & Supplements
- Documents prepared for use by bidders
- Requests specific information so that bids can be evaluated evenly and fairly
- The owner may request several types of bids or proposals based on the project delivery method and the intended basis of payment for the agreement:
- Stipulated Sum
- Cost-Plus Fee
- Unit Price
- Combined Bid
00 41 00 Procurement (Bid) Forms
Basic Information
- Project identification
- Name and address of party to whom bid is directed
- Entity submitting bid
- Acknowledgments
- Amount of time for bids to be held open
- Identification of addenda
- Prices
- Combined bids
- Alternates
- Allowances
- Unit prices
- Completion time
- Liquidated damages
- Supplements
- Closing
00 42 00 Proposal Forms
Basic Information
- The proposal process can utilize a form offered by the proposer or can be a form required in a procurement process. Whether formal or informal, proposal forms could be similar to bid forms.
- A formal proposal form provides assurances that the requested information is included.
00 43 00 Procurement (Bid) Forms
Supplement Types and Forms
- Bid security
- Alternates
- Allowance
- Unit prices
- Substitution request (during procurement)
- Estimated quantities
- Proposed products
- Proposed subcontractors
- Minority business enterprise statement of intent
- Wage rates
- Proposed schedule of values
- Proposed construction schedule
- Proposed work plan schedule
- Bid submittal checklist
00 45 00 Representations and Certifications
Various single purpose forms that might be required to supplement the procurement forms or accompany a proposal
Certifications Types
- Bidder’s qualifications
- Proposer’s qualifications
- Non-collusion affidavit
- Statement of disposal facility
- Workers’ compensation certification schedule
- Non-segregated facilities affidavit
- Equal employment opportunity affidavit
- Minority business enterprise affidavit
- Corporate resolutions
- Governmental certifications
