Annex B Marking Scheme for Tender Evaluation Tender Evaluation ...
Annex B Marking Scheme for Tender Evaluation Tender Evaluation ...
Annex B Marking Scheme for Tender Evaluation Tender Evaluation ...
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<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
<strong>Annex</strong> B<br />
<strong>Marking</strong> <strong>Scheme</strong> <strong>for</strong> <strong>Tender</strong> <strong>Evaluation</strong><br />
<strong>Tender</strong> <strong>Evaluation</strong> Procedures, Criteria and <strong>Marking</strong> <strong>Scheme</strong><br />
1. <strong>Marking</strong> <strong>Scheme</strong> <strong>for</strong> <strong>Tender</strong> <strong>Evaluation</strong><br />
The Government will use a <strong>Marking</strong> <strong>Scheme</strong> to assess the tenders. The weighted technical<br />
score will carry a weighting of 30% as against a weighting of 70% <strong>for</strong> weighted price score.<br />
The overall passing mark <strong>for</strong> technical assessment is 50 be<strong>for</strong>e applying the 30% weighting<br />
<strong>for</strong> the weighted technical score. A <strong>Tender</strong>er failing to obtain the passing mark of 5 <strong>for</strong><br />
criterion 3 or 4, or the passing mark of 4 <strong>for</strong> any of criteria 5 to 7, or the overall passing mark,<br />
its tender will not be considered further. Upon completion of the technical assessment, the<br />
price in<strong>for</strong>mation will be evaluated. A tender with the highest combined score combining the<br />
weighted price score and the weighted technical score will normally be recommended <strong>for</strong><br />
acceptance.<br />
2. Stage 1 <strong>Evaluation</strong><br />
(a)<br />
Completeness check of all tenders will be conducted by checking whether the <strong>Tender</strong>er<br />
has submitted all items required <strong>for</strong> the tender as specified in Clause 4(c) of the Terms of<br />
<strong>Tender</strong>.<br />
(b) A <strong>Tender</strong>er who has failed to submit Part 4 of the <strong>Tender</strong> Form, or Schedule 2 or<br />
Schedule 4 or <strong>Annex</strong> E or the nominations <strong>for</strong> the Supervisors required in <strong>Annex</strong> E will<br />
not be considered further.<br />
3. Stage 2 <strong>Evaluation</strong> - Mandatory Requirements<br />
A tender will not be considered further if it does not fulfil any of the following mandatory<br />
requirements:<br />
(a)<br />
A <strong>Tender</strong>er must be a body corporate duly incorporated under the laws of the place of its<br />
incorporation. A tender submitted by a sole proprietor or an unincorporated body<br />
(including an unincorporated joint venture or consortium or partnership) will not be<br />
considered further;<br />
(b) The <strong>Tender</strong>er must have at least TWO (2) years of experience in planning and<br />
implementation of nature conservation programmes in the past ten (10) years preceding<br />
the <strong>Tender</strong> Closing Date provided that in order <strong>for</strong> a year of such experience to be<br />
counted, there must have been (i) at least 3,500 nature conservation education<br />
programmes as planned and implemented by the <strong>Tender</strong>er in that year and (ii) these<br />
programmes must have received over 85,000 participants in total in that year;<br />
OR<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 1 of 6
<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
The <strong>Tender</strong>er must have at least TWO (2) years of experience in planning and<br />
implementation of nature conservation outreach functions in the past ten (10) years<br />
preceding the <strong>Tender</strong> Closing Date provided that in order <strong>for</strong> a year of such experience<br />
to be counted, there must have been (i) at least 3,500 nature conservation outreach<br />
functions including 2 major events as planned and implemented by the <strong>Tender</strong>er in that<br />
year (regardless of whether they are the same or different functions or events); and (ii)<br />
these functions and events must have received over 150,000 participants in total in that<br />
year; and (iii) that the contract value <strong>for</strong> the planning and implementation of at least one<br />
of the major events in that year must be over HK$500,000, or if that major event lasted<br />
<strong>for</strong> more than one year, the contract value must be over HK$500,000 per annum.<br />
(c) Each of the two Supervisors nominated by the <strong>Tender</strong>er in <strong>Annex</strong> E <strong>for</strong> provision of<br />
Services under this Contract shall possess at least:<br />
(1) a bachelor’s degree in natural science or geography or eco-tourism or equivalent<br />
awarded by a tertiary institution; and<br />
(2) at least five (5) years’ full time working experience in project management,<br />
coordination of environmental education activities or promotion event, of which<br />
three (3) years full time experience at supervisory level, within the past ten (10)<br />
years preceding the <strong>Tender</strong> Closing Date.<br />
Notes:<br />
For the purposes of the alternative mandatory requirements set out in 3(b) above:<br />
(i) Experience will be accepted regardless of whether or not the <strong>Tender</strong>er has gained it as a<br />
principal contractor or sub-contractor provided that the <strong>Tender</strong>er itself must have planned<br />
and implemented the relevant programmes or functions.<br />
(ii) Experience acquired by a <strong>Tender</strong>er as party to a joint venture (incorporated or<br />
unincorporated) will not be accepted regardless of whether that joint venture was a prime<br />
contractor or a sub-contractor.<br />
(iii) The experience of a shareholder or joint venture party of the <strong>Tender</strong>er (if the <strong>Tender</strong>er is an<br />
incorporated joint venture) will not be accepted.<br />
(iv) The experience of any sub-contractor proposed to be appointed by the <strong>Tender</strong>er <strong>for</strong> the<br />
Contract will not be accepted.<br />
(v) Both local and overseas experience will be considered.<br />
(vi) References to “participants” in 3(b) are counted based on the number of participants<br />
received in the programmes, regardless whether the same individual has participated in more<br />
than one programmes in order to be aggregated.<br />
For the purposes of the mandatory requirement set out in 3(c) above, the full time experience need<br />
not be continuous but the experience of less than one complete year by an employer will not be<br />
counted..<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 2 of 6
<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
4. Stage 3 <strong>Evaluation</strong> - Technical Assessment<br />
Assessment Criteria<br />
1. Relevant experience in<br />
planning and<br />
implementation of nature<br />
conservation education<br />
programmes or nature<br />
conservation outreach<br />
functions and events in<br />
the past ten (10) years<br />
prior to the <strong>Tender</strong><br />
Closing Date<br />
Maximum<br />
Marks<br />
Scored<br />
Passing<br />
Mark<br />
Unit<br />
Mark<br />
(M)<br />
16 Nil 4<br />
Standard Score (S)<br />
(See Remarks)<br />
4 3 2 1 0<br />
Marks<br />
obtained<br />
(M x S)<br />
Remarks/<br />
Basis of<br />
Assessment<br />
See<br />
Note 1<br />
2. Qualifications and<br />
experience of supervisors<br />
to be provided<br />
3. Management plan<br />
4. Work plan<br />
5. Contingency plan<br />
6. Quality assurance plan<br />
7. Transition plan<br />
Overall<br />
18 See Note 2<br />
15 5 5 - See Note 3<br />
15 5 5 - See Note 3<br />
12 4 4 - See Note 3<br />
12 4 4 - See Note 3<br />
12 4 4 - See Note 3<br />
100 50<br />
Overall Technical marks<br />
Remarks:<br />
(1) The total technical mark is 100.<br />
(2) The overall passing mark <strong>for</strong> technical assessment is 50 be<strong>for</strong>e applying the 30%<br />
weighting <strong>for</strong> technical score. <strong>Tender</strong>er failing to obtain the passing mark of 5 <strong>for</strong><br />
criterion 3 or 4, or the passing mark of 4 <strong>for</strong> any of criteria 5 to 7, or the overall passing<br />
mark, its tender will not be considered further.<br />
(3) A maximum weighted technical score of 30 would be allocated to the <strong>Tender</strong>er with the<br />
highest technical mark, while the weighted technical score <strong>for</strong> other <strong>Tender</strong>ers would be<br />
calculated by the following <strong>for</strong>mula:-<br />
Weighted Technical Score = 30 x<br />
Mark of the tender offer which is under evaluation<br />
and which attained the passing marks in Stage 3<br />
Highest mark attained amongst tender offers which<br />
attained the passing marks in Stage 3<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 3 of 6
<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
Note 1 : 4 - An aggregate of eight (8) years of experience or more.<br />
3 - An aggregate of six (6) years of experience but less than eight (8) years of<br />
experience.<br />
2 - An aggregate of four (4) years of experience but less than six (6) years of<br />
experience.<br />
1 - An aggregate of more than two (2) years of experience but less than four (4)<br />
years of experience.<br />
[Explanatory notes:<br />
(i) the same explanatory notes set out above <strong>for</strong> the mandatory requirement in 3(b)<br />
above apply hereto in determining whether or not certain experience will be considered;<br />
and<br />
(ii) in order <strong>for</strong> a year of such experience to be counted, the <strong>Tender</strong>er must have<br />
planned and implemented at least 3,500 education programmes in that year (regardless<br />
of whether they are the same or different education programmes); and all relevant<br />
programmes in that year must have received no less than 85,000 participants; OR the<br />
<strong>Tender</strong>er must have planned and implemented (a) at least 3,500 nature conservation<br />
outreach functions including 2 major events as planned and implemented by the<br />
<strong>Tender</strong>er in that year (regardless of whether they are the same or different functions or<br />
events); and (b) that all such functions and events must have received over 150,000<br />
participants in that year; and (c) that the contract value <strong>for</strong> the planning and<br />
implementation of at least one of the major events in that year must be over HK$500,000,<br />
or if that major event lasted <strong>for</strong> more than one year, the contract value must be over<br />
HK$500,000 per annum.]<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 4 of 6
<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
Note 2 : Marks of the qualifications and experience of Supervisor will be calculated as below:<br />
The <strong>Tender</strong>er will gain marks if the nominated Supervisors in <strong>Annex</strong> E possess the<br />
following qualifications/working experience:<br />
Aspects<br />
(a) Education<br />
Qualification<br />
(b) Professional<br />
training on<br />
eco-tourism<br />
(c) Years<br />
supervisory<br />
experience *<br />
Marks <strong>for</strong> Supervisor<br />
Marks obtained<br />
1 2 3 Supervisor 1 Supervisor 2<br />
Master degree Doctoral<br />
holder in degree holder<br />
natural in natural<br />
science, or science, or<br />
equivalent equivalent<br />
Post-graduate<br />
certificate or<br />
diploma<br />
holder in<br />
natural<br />
science, or<br />
equivalent.<br />
Completed 1<br />
to 2 training<br />
courses on<br />
eco-tourism<br />
or equivalent<br />
More than 3<br />
years to less<br />
than 5 years<br />
Completed 3<br />
to 4 training<br />
courses on<br />
eco-tourism<br />
or equivalent<br />
5 years to less<br />
than 7 years<br />
Completed 5<br />
to 6 training<br />
courses on<br />
eco-tourism<br />
or equivalent<br />
7 years or<br />
more<br />
Total mark = Sum of marks obtained by the two supervisors<br />
(Supervisor 1 and Supervisors 2) provided by the<br />
Contractor.<br />
[* Remarks: A. Only the experience in project management, coordination of environmental<br />
education activities or promotion event will be taken into account;<br />
B. Only full-time working experience of the proposed individual gained in the<br />
past ten years prior to the <strong>Tender</strong> Closing Date will be taken into account in<br />
assessing his supervisory experience.<br />
C. The supervisory experience need not be continuous but must be at least of<br />
one year’s duration in order to be aggregated.<br />
D. If more than two supervisors are nominated by the <strong>Tender</strong>er, the total marks<br />
of the supervisors with the first two highest marks will be counted.<br />
Note 3 : 3 - Proposed plan is practical and includes in<strong>for</strong>mation with detailed explanation on<br />
each item as listed in Schedule 4 and other good suggestions which will enhance<br />
the Services.<br />
2 - Proposed plan is practical and includes in<strong>for</strong>mation with detailed explanation on<br />
each item as listed in Schedule 4.<br />
1 - Proposed plan is practical and includes in<strong>for</strong>mation with brief explanation on<br />
each item as listed in Schedule 4.<br />
0 - Proposed plan does not provide in<strong>for</strong>mation on some of the items listed in<br />
Schedule 4.<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 5 of 6
<strong>Tender</strong> Reference: AFCD/WP/04/09<br />
5. Stage 4 <strong>Evaluation</strong> - Price Assessment<br />
The calculation of weighted price score is:<br />
Lowest <strong>Tender</strong> Price of the tender which<br />
passed the Stage 3 evaluation<br />
Weighted Price Score = 70 X<br />
<strong>Tender</strong> Price of the tender which passed<br />
the Stage 3 evaluation<br />
Remarks: In accordance with Clause 9(e) in Terms of <strong>Tender</strong>, the Government may require a<br />
<strong>Tender</strong>er who in the opinion of the Government, has submitted unreasonably low price, to<br />
justify and demonstrate to the reasonable satisfaction of the Government that such a <strong>Tender</strong>er<br />
is capable of carrying out and completing the Contract. If a <strong>Tender</strong>er fails to provide such<br />
justification or demonstration to the Government’s reasonable satisfaction, the Government<br />
may reject its tender.<br />
6. Stage 5 <strong>Evaluation</strong> - Calculation of Combined Score<br />
Combined score : weighted technical score + weighted price score<br />
<strong>Annex</strong> B – <strong>Marking</strong> <strong>Scheme</strong> Page 6 of 6