Standard Bus Procurement Guidelines - APTAStandards.com
Standard Bus Procurement Guidelines - APTAStandards.com Standard Bus Procurement Guidelines - APTAStandards.com
Standard Bus Procurement Guidelines Procuring Agency as a means of judging the overall relative spread between proposals and of determining which proposals are within the competitive range, or may be reasonably made to be within the competitive range. III. Proposals not within the Competitive Range. Offerors of any proposals that have been determined by the Procuring Agency as not in the competitive range, and cannot be reasonably made to be within the competitive range, will be notified in writing, including the shortcomings of their proposals. IV. Discussions with Offerors in the Competitive Range. The Offerors whose proposals are found by the Procuring Agency to be within the competitive range, or may be reasonably made to be within the competitive range, will be notified and any questions and/or requests for clarifications provided to them in writing. Each such Offeror may be invited for a private interview(s) and discussions with the Procuring Agency to discuss answers to written or oral questions, clarifications, and any facet of its proposal. In the event that a proposal, which has been included in the competitive range, contains conditions, exceptions, reservations or understandings to any Contract requirements as provided in “Form for Proposal Deviation” (Section 1.1.6.9), said conditions, exceptions, reservations or understandings may be negotiated during these meetings. However, the Procuring Agency shall have the right to reject any and all such conditions and/or exceptions, and instruct the Offeror to amend its proposal and remove said conditions and/or exceptions; and any Offeror failing to do so may cause the Procuring Agency to find such proposal to be outside the competitive range. No information, financial or otherwise, will be provided to any Offeror about any of the proposals from other Offerors. Offerors will not be given a specific price or specific financial requirements they must meet to gain further consideration, except that proposed prices may be considered to be too high with respect to the marketplace or unacceptable. Offerors will not be told of their rankings among the other Offerors. V. Factory and Site Visits. The Procuring Agency reserves the right to conduct factory visits to inspect the Offeror's facilities and/or other transit systems which the Offeror has supplied the same or similar equipment. VI. Best and Final Offers (BAFO). After all interviews have been completed, each of the Offerors in the competitive range will be afforded the opportunity to amend its proposal and make its BAFO. The request for BAFOs shall include: A. Notice that discussions/negotiations are concluded; B. Notice that this is the opportunity for submission of a BAFO; C. A common date and time for submission of written BAFOs, allowing a reasonable opportunity for preparation of the written BAFOs; D. Notice that if any modification to a BAFO is submitted, it must be received by the date and time specified for the receipt of BAFOs and is subject to the late submissions, modifications, and withdrawals of proposals provisions of the Request for Proposal; Request for Proposals, Offer & Award 10/18/2007 14
Standard Bus Procurement Guidelines E. Notice that if Offerors do not submit a BAFO or a notice of withdrawal and another BAFO, their immediate previous Offer will be construed as their BAFO. Any modifications to the initial proposals made by an Offeror in its BAFO shall be identified in its BAFO. BAFOs will be evaluated by the Procuring Agency according to the same requirements and criteria as the initial proposals “Proposal Selection Process” (Section 1.1.4.3). The Procuring Agency will make appropriate adjustments to the initial scores for any sub-criteria and criteria which have been affected by any proposal modifications made by the BAFOs. These final scores and rankings within each criteria will again be arrayed by the Procuring Agency and considered according to the relative degrees of importance of the criteria defined in “Proposal Evaluation Criteria” (Section 1.1.4.3.2). The Procuring Agency will then choose that proposal which it finds to be most advantageous to the Procuring Agency based upon the evaluation criteria. The results of the evaluations and the selection of a proposal for any award will be documented in a report. The Procuring Agency reserves the right to make an award to an Offeror whose proposal it judges to be most advantageous to the Procuring Agency based upon the evaluation criteria, without conducting any written or oral discussions with any Offerors or solicitation of any BAFOs. 1.1.4.5 CONFIDENTIALITY OF PROPOSALS NOTE: The following provision should be considered as a guideline for drafting a clause which is consistent with local laws. Access to government records is governed by the (city state or local law). Except as otherwise required by the (city state or local law), the Procuring Agency will exempt from disclosure proprietary information, trade secrets and confidential commercial and financial information submitted in the proposal. Any such proprietary information, trade secrets or confidential commercial and financial information which an Offeror believes should be exempted from disclosure shall be specifically identified and marked as such. Blanket-type identification by designating whole pages or sections as containing proprietary information, trade secrets or confidential commercial and financial information will not assure confidentiality. The specific proprietary information, trade secrets or confidential commercial and financial information must be clearly identified as such. (a) (If it is possible under the local law to separate the confidential information from the proposal) The Offeror may (or shall) submit proprietary information, trade secrets or confidential commercial and financial information, which an Offeror believes should be exempted from disclosure, in a separate volume specifically identified and marked as such as an appendix to the proposal. (b) (Guideline option omitted) The following information is not required to be included in the Proposal, but the Offeror shall make it available for review by the Procuring Agency: Request for Proposals, Offer & Award 10/18/2007 15
- Page 1: American Public Transit Association
- Page 6 and 7: Standard Bus Procurement Guidelines
- Page 8 and 9: Standard Bus Procurement Guidelines
- Page 10 and 11: Standard Bus Procurement Guidelines
- Page 12 and 13: Standard Bus Procurement Guidelines
- Page 14 and 15: Standard Bus Procurement Guidelines
- Page 16 and 17: Standard Bus Procurement Guidelines
- Page 18 and 19: Standard Bus Procurement Guidelines
- Page 20 and 21: Standard Bus Procurement Guidelines
- Page 22 and 23: Standard Bus Procurement Guidelines
- Page 24 and 25: Standard Bus Procurement Guidelines
- Page 28 and 29: Standard Bus Procurement Guidelines
- Page 30 and 31: Standard Bus Procurement Guidelines
- Page 32 and 33: Standard Bus Procurement Guidelines
- Page 34 and 35: Standard Bus Procurement Guidelines
- Page 36 and 37: Standard Bus Procurement Guidelines
- Page 38 and 39: Standard Bus Procurement Guidelines
- Page 40 and 41: Standard Bus Procurement Guidelines
- Page 42 and 43: Standard Bus Procurement Guidelines
- Page 44 and 45: Standard Bus Procurement Guidelines
- Page 46 and 47: Standard Bus Procurement Guidelines
- Page 48 and 49: Standard Bus Procurement Guidelines
- Page 50 and 51: Standard Bus Procurement Guidelines
- Page 52 and 53: Standard Bus Procurement Guidelines
- Page 54 and 55: Standard Bus Procurement Guidelines
- Page 56 and 57: Standard Bus Procurement Guidelines
- Page 58 and 59: Standard Bus Procurement Guidelines
- Page 60 and 61: Standard Bus Procurement Guidelines
- Page 62 and 63: Standard Bus Procurement Guidelines
- Page 64 and 65: Standard Bus Procurement Guidelines
- Page 66 and 67: Standard Bus Procurement Guidelines
- Page 68 and 69: Standard Bus Procurement Guidelines
- Page 70 and 71: Standard Bus Procurement Guidelines
- Page 72 and 73: Standard Bus Procurement Guidelines
- Page 74 and 75: Standard Bus Procurement Guidelines
<strong>Standard</strong> <strong>Bus</strong> <strong>Procurement</strong> <strong>Guidelines</strong><br />
E. Notice that if Offerors do not submit a BAFO or a notice of withdrawal and another<br />
BAFO, their immediate previous Offer will be construed as their BAFO.<br />
Any modifications to the initial proposals made by an Offeror in its BAFO shall be identified in its<br />
BAFO. BAFOs will be evaluated by the Procuring Agency according to the same requirements<br />
and criteria as the initial proposals “Proposal Selection Process” (Section 1.1.4.3). The Procuring<br />
Agency will make appropriate adjustments to the initial scores for any sub-criteria and criteria<br />
which have been affected by any proposal modifications made by the BAFOs. These final scores<br />
and rankings within each criteria will again be arrayed by the Procuring Agency and considered<br />
according to the relative degrees of importance of the criteria defined in “Proposal Evaluation<br />
Criteria” (Section 1.1.4.3.2).<br />
The Procuring Agency will then choose that proposal which it finds to be most advantageous to the<br />
Procuring Agency based upon the evaluation criteria. The results of the evaluations and the<br />
selection of a proposal for any award will be documented in a report.<br />
The Procuring Agency reserves the right to make an award to an Offeror whose proposal it judges to<br />
be most advantageous to the Procuring Agency based upon the evaluation criteria, without<br />
conducting any written or oral discussions with any Offerors or solicitation of any BAFOs.<br />
1.1.4.5 CONFIDENTIALITY OF PROPOSALS<br />
NOTE: The following provision should be considered as a guideline for drafting a clause which is<br />
consistent with local laws.<br />
Access to government records is governed by the (city state or local law). Except as otherwise<br />
required by the (city state or local law), the Procuring Agency will exempt from disclosure<br />
proprietary information, trade secrets and confidential <strong>com</strong>mercial and financial information<br />
submitted in the proposal. Any such proprietary information, trade secrets or confidential <strong>com</strong>mercial<br />
and financial information which an Offeror believes should be exempted from disclosure shall be<br />
specifically identified and marked as such. Blanket-type identification by designating whole pages or<br />
sections as containing proprietary information, trade secrets or confidential <strong>com</strong>mercial and financial<br />
information will not assure confidentiality. The specific proprietary information, trade secrets or<br />
confidential <strong>com</strong>mercial and financial information must be clearly identified as such.<br />
(a)<br />
(If it is possible under the local law to separate the confidential<br />
information from the proposal)<br />
The Offeror may (or shall) submit proprietary information, trade<br />
secrets or confidential <strong>com</strong>mercial and financial information,<br />
which an Offeror believes should be exempted from disclosure,<br />
in a separate volume specifically identified and marked as such<br />
as an appendix to the proposal.<br />
(b) (Guideline option omitted)<br />
The following information is not required to be included in the Proposal, but the Offeror shall make it<br />
available for review by the Procuring Agency:<br />
Request for Proposals, Offer & Award 10/18/2007<br />
15
Change language