Standard Bus Procurement Guidelines - APTAStandards.com

More documents

Recommendations

Info

Standard Bus Procurement Guidelines PREFACE Purpose The Standard Bus Procurement Guidelines (SBPG) are a model for solicitation of offers and contracts for the supply of transit buses. They are intended to be a starting point for a transit agency assembling a solicitation of offers and to assist in a cost-effective procurement. While the guidelines provide many options to the agency and the agency must, at a bare minimum, modify the guidelines to comply with state law, adherence to the guidelines will facilitate competitive offers from manufacturers, who are familiar with the guideline terms and conditions. In addition to the reliability of using a standard procurement tool, and the efficiency of manufacturers’ response to the solicitation, adherence to the guidelines will promote understanding and reduce the likelihood of disputes. In these ways, the SBPG are intended to promote the financial health of the bus manufacturing industry and the overall cost-effectiveness of urban bus transportation. History The SBPG are intended to supersede the Baseline Advanced Design Transit Coach Specification or “White Book,” which was developed 20 years earlier for the Federal Transit Administration (FTA). Published in April 1977, it was intended for use by FTA grantees to facilitate normal transit bus purchases and to establish production of Advanced Design Buses (ADBs) through the use of a standard, complete bus procurement package. The White Book was periodically updated by addendum for several years after original publication. In the late 1970s, FTA made the White Book a requirement for all federally-supported advanced design transit bus procurements. The requirement was lifted in the 1980s. Although the White Book was not formally updated for many years, a large number of transit authorities continued to use it for current bus procurements. In November 1993, the Executive Committee of the American Public Transit Association (APTA) established a Procurement Steering Committee, comprised of senior representatives of both transit operators and suppliers. At its initial meeting on January 13, 1994, the Steering Committee (attached) concluded that a comprehensive revision of both the procurement guidelines and the technical specifications contained in the White Book should be undertaken. FTA supported the project enthusiastically with a grant that funded the first edition of the SBPG and with technical assistance during development. The Steering Committee met in seven long, plenary conferences to reach consensus on a new document. Analysis and drafting between conferences was performed by KPMG Peat Marwick LLP in association with Booz Allen Hamilton, Inc. and Lea + Elliott, Inc. Parts 1 (two alternative versions), 2, 3, and 4, consisting of the solicitation, general contractual provisions, quality assurance provisions, and warranty provisions were completed on May 1, 1996. Upon the completion of the new parts 1, 2, 3, and 4, constituting the commercial terms and conditions of the SBPG, Federal Transit Administrator Gordon Linton issued a letter of support and endorsement, a copy of which immediately follows this preface. Preface ii 3/31/97
Standard Bus Procurement Guidelines Organization The SBPG are organized in 5 parts. The first part is presented in two alternative versions for use in competitive negotiations (Request for Proposals) or sealed bidding (Invitation for Bids), respectively. The remaining four parts can be used in either method of procurement, with options to be designated based on the method of procurement. The sections of the document are: 1. Request for Proposals, Offer, and Award (to be used in competitive negotiation) 1. Solicitation, Offer, and Award (to be used for sealed bids) 2. General Contractual Provisions 3. Quality Assurance Provisions 4. Warranty Provisions 5. Technical Specifications (under development) Part 1 contains the instructions to the manufacturers and other information relating to the procurement process. It also contains standard forms to be submitted by the offerors, including an offer (proposal or bid) form, which is section 1.2, and an award form to be used by the procuring agency (section 1.3). An appendix to the first version of Part 1, “Request for Proposals, Offer, and Award,” contains an illustrative evaluation process to be used in evaluating competing proposals. Part 2 begins with definitions which apply throughout the SBPG and contains general commercial terms including contract modification and dispute resolution, delivery and product support, payment, bonding and other risk provisions, and policy provisions consisting primarily of those issues that must be addressed in a contract as a condition of the use of Federal funds for the contract. An appendix to Part 2 contains guidelines on setting the rate of liquidated damages, which is to be inserted in Part 2 as part of the solicitation of offers. Part 3 contains quality assurance provisions, including the planned incorporation of ISO/QS 9000 standards as of January 1, 1999. Testing provisions that reflect the technical specifications are to be inserted at the end of Part 3. The New Bus Manufacturing Inspection Guidelines are incorporated in an appendix to Part 3. Part 4 contains warranty provisions. Standard technical specifications, which will comprise Part 5 are under development. How To Use While the SBPG provides a standard starting point, transit bus procurements should differ from each other not only in the number and use of buses purchased, but with delivery and other terms that serve the specific transit operation. Furthermore, each procuring agency must thoroughly review the SBPG to make modifications and additions required by local law or particular purposes of the agency. The SBPG will be available in hard copy, and in electronic form. The electronic versions can be obtained by mail, or may be down-loaded from the APTA World Wide Web site. The steps required to use the SBPG to issue a solicitation are: Preface iii 3/31/97
Page 1: American Public Transit Association
Page 8 and 9: Standard Bus Procurement Guidelines
Page 56 and 57:
Standard Bus Procurement Guidelines
Page 58 and 59:
Page 60 and 61:
Page 62 and 63:
Page 64 and 65:
Page 66 and 67:
Page 68 and 69:
Page 70 and 71:
Page 72 and 73:
Page 74 and 75:
Page 76 and 77:
Page 78 and 79:
Page 80 and 81:
Page 82 and 83:
Page 84 and 85:
Page 86 and 87:
Page 88 and 89:
Page 90 and 91:
Page 92 and 93:
Page 94 and 95:
Page 96 and 97:
Page 98 and 99:
Page 100 and 101:
Page 102 and 103:
Page 104 and 105:
Page 106 and 107:
Page 108 and 109:
Page 110 and 111:
Page 112 and 113:
Page 114 and 115:
Page 116 and 117:
Page 118 and 119:
1. 2. 3. 4. 5. 6. 7. 8. Standard Bu
Page 120 and 121:
1. 2. Standard Bus Procurement Guid
Page 122 and 123:
Page 124 and 125:
Page 126 and 127:
Page 129 and 130:
Page 131 and 132:
Page 133 and 134:
Page 135 and 136:
Page 137 and 138:
Page 139 and 140:
Page 141 and 142:
Page 143 and 144:
Page 145 and 146:
Page 147 and 148:
Page 149 and 150:
Page 151 and 152:
Page 153 and 154:
Page 155 and 156:
Page 157 and 158:
Page 159 and 160:
Page 161 and 162:
Page 163 and 164:
Page 165 and 166:
Page 167 and 168:
Page 169 and 170:
Page 171 and 172:
Page 173 and 174:
Page 175 and 176:
Page 177 and 178:
Page 179 and 180:
Page 181 and 182:
Page 183 and 184:
Page 185 and 186:
Page 187 and 188:
Page 189 and 190:
Page 191 and 192:
Page 193 and 194:
Page 195 and 196:
Page 197 and 198:
Page 199 and 200:
Page 201 and 202:
Page 203 and 204:
Page 205 and 206:
Page 207 and 208:
Page 209:
show all

Standard Bus Procurement Guidelines - APTAStandards.com

Create successful ePaper yourself

Delete template?

Save as template?