is: Street Address: City and Country: Facsimile number: Electronic mail address: ITA 25.2 At this time, the Employer [insert “intends” or “does not intend”] to select nominated subcontractors. [If the above states “intends”, list the specific parts of the Works and the respective subcontractors.] F. Review of Applications and Pre-qualification of Applicants ITA 26.3 Applicants shall be reviewed for each of the [enter the name of the lot as appropriate] for which its Application(s) indicate. If an Applicant wishes to be pre-qualified for more than one lot, the Applicant must fulfill the capacity for all [lots] as identified in its Application(s). ITA 33.1 The pre-qualification through this process shall be valid for: [define bids and sectors for pre-qualification shall apply]. This pre-qualification is valid through: [enter number of months for pre-qualification validity] ITA 34.1 For inquiry purposes only, the Employer’s address is: Name of the Employer: Attention: Street Address: City and Country: Facsimile number: Electronic mail address: ITA 35.1 A description of the Employer’s bid challenge system may be found at the following website: [insert website address of the Employer where the bid challenge system is described]. Annex 1 to Section II – Pre-qualification Data Sheet
2.0 Qualification Documents Establishing the Qualifications of the Applicant The Applicant shall provide the information requested in the corresponding information sheets included in Section IV, Application Forms, to establish that the Applicant meets the requirements established below. Factor 2.1 Eligibility Requirement Applicant Documentation Required Single Entity Joint Venture or Association All members combined Each member At least one member 2.1.1 Nationality Nationality in accordance with ITA 5.3. Must meet requirement Existing or intended Joint Venture or other association must meet requirement Must meet requirement N/A Forms ELI–1 and ELI-2, with attachments
2.1.2 Conflict of Interest No conflicts of interests as described in ITA 5.6. Must meet requirement Existing or intended Joint Venture or other association must meet requirement Must meet requirement N / A Application Submission Form 2.1.3 Ineligibility Not having been declared ineligible based on any of the criteria set forth in ITA 5. Must meet requirement Existing or intended Joint Venture or other association must meet requirement Must meet requirement N/A Application Submission Form
2.1.4 Enterprise Compliance with conditions of ITA 5.4 Must meet requirement Existing or intended Venture or other association must meet requirement Must meet requirement N/A Form ELI–3 Factor 2.2 Historical Contract Non-Performance Requirement Applicant Single Joint Venture or Association
2.2.1 History of non-performing contracts Non-performance of a contract (including contracts terminated for did not occur within the last five (5) years prior to the deadline for Application submission, determined using all information on fully settled proceedings, litigation, arbitrations, actions, claims, investigations or disputes. A fully settled proceeding, litigation, arbitration, action, claim, investigation or dispute is one that has been resolved in accordance with the dispute resolution mechanism under the respective contract, and where all appeal instances Must meet requirement by itself, including as member of past or existing Venture or other association (not mandatory if in the past was as a member of a Joint Venture or other association with less than 20% role in the contract). N/A Must meet requirement by itself or as member of past or existing Joint Venture, or other association (not mandatory if in the past was as a member of a Joint Venture or other association with less than 20% role in the N/A Form CON –1
available to the Applicant have been exhausted. contract). 2.2.2 Failure to Sign a Contract Failure to sign a contract after receiving a notice of award has not occurred in the past five years. Any deviation should be explained in the enclosed Contract Non-Performance form. Must meet requirement Must meet requirement Must meet requirement N/A Form CON-1
2.2.3 Pending Litigation All pending proceedings, litigation, arbitrations, actions, claims, investigations or disputes, in shall not represent more than ten percent (10%) of the Applicants’ net worth. Must meet requirement by itself, including as member of past or existing Joint Venture or other association (not mandatory if in the past was as a member of a Joint Venture or other association with less than 20% role in the contract). N/A Must meet requirement by itself or as member of past or existing Joint Venture, or other association (not mandatory if in the past was as a member of a Joint Venture or other association with less than 20% role in the contract). N/A Form CON-1
Factor 2.3 Financial Situation/ Sub-Factor Criteria Documentation Required Indicative Requirement Applicant Single Entity Venture All members combined Each member At least one member 2.3.1 Historical Financial Performance Submission of audited financial statements, including balance sheets, income statements and cash flow statements, or, if not required by the law of the Applicant’s country, other financial statements acceptable to the Employer, for the last five (5) years to demonstrate the current soundness of the Applicant’s financial position and its prospective long term Must meet requirement N/A Must meet requirement N/A Form FIN-1 with attachments
payments received for contracts in progress or completed, within the last five (5) years. Values to determine annual construction turnover are to be demonstrated in the audited financial statements (income statements) of the last five (5) years and are to be considered to be indicative. 2. Minimum average annual design turnover of [INSERT Must meet requirement N/A N/A Must meet requirement
Experience” sub-factor). 2.4.3 Similar Design Experience Participation as designer, in at least [insert number_________ (___)] contracts within the last [_______ ( )] years, each with a value of at least [insert number ____________ (___)], that have been successfully and substantially completed and that are similar to the proposed Works. The similarity shall be based on the physical size, complexity, methods/technology or other characteristics as described in Section V, Employer’s Must meet requirement N/A N/A Must meet requirement Form EXP-3
2.4.4 Similar Construction Experience Participation as contractor, management contractor, or subcontractor, in at least [insert number_________ (___)] contracts within the last [_______ ( )] years, each with a value of at least [insert number ____________ (___)], that have been successfully and substantially completed and that are similar to the proposed Works. The similarity shall be based on the physical size, complexity, methods/technology or other characteristics as described in Section V, Employer’s Requirements. Must meet requirement N/A Must meet Requirement (except that if one JV member is solely a designer, that member need not meet the “Similar Construction Experience” sub-factor). N/A Form EXP-4
2.4.5 Specific Design Experience For the above or other contracts executed during the period stipulated in 2.4.1 above, a minimum experience in the following key activities: 1. … Must meet requirement Must meet requirement N/A For each enumerated key activity, at least one member must demonstrate experience at a level equal to at least fifty-five percent (55%) of the required number or scope, specified. Form EXP-5
2.4.6 Specific Construction Experience For the or other contracts executed during the period stipulated in 2.4.2 above, a minimum experience in the following key activities: 1. … Must meet requirement Must meet requirement N/A For each enumerated key activity, at least one member must demonstrate experience at a level equal to at least fifty-five percent (55%) of the required number, volume, or production rate specified. Form EXP-6
2.4.7 Environmental and Social Management Experience Sufficient experience managing environmental and social impacts in similar projects in the last five (5) years prior to the Application submission deadline. Must meet requirement Must meet requirement N/A Must meet requirement EXP-7 2.4.8 Health and Safety Management Experience Sufficient experience managing health and safety impacts in similar projects in the last five (5) years prior to the Application submission deadline. Must meet requirement Must meet requirement N/A Must meet requirement EXP 8
Starting Month Year Ending Month Year Years Contract Identification and Name Name and Address of Employer Brief Description of the Works Executed by the Applicant/Member of a JV/Association making up the Applicant Role of of a JV/Association making up the Applicant Form EXP-3: Similar Design Experience Fill in one (1) form per contract. Contract of Similar Size and Nature Contract No . . . . . . of . . . . . . Contract Identification