Technical Bid Instructions
Technical Bid Instructions
DOCUMENT NO.
DATE                                            DATE:
                 Project   Area    Discipline   Type    Originator   Package   Sequence-Sht.   Revision
Document
Control No.
        INVITATION TO TENDER
FOR
(AGREEMENT IV)
INVITATION to TENDER
                                      TABLE OF CONTENTS
INSTRUCTIONS TO BIDDER - GENERAL           3
1. INTRODUCTION 4
2. BID ACKNOWLEDGEMENT 4
3. BID DOCUMENTATION 4
4. BID TIMETABLE    5
5. BID LANGUAGE     5
6. BID SUBMITTAL    5
7. DELIVERY ADDRESS FOR ITT BIDS 6
8. COMMUNICATIONS 7
9. OPENING OF THE BIDS 7
10.BID VALIDITY 7
11.CONTRACTOR SELECTION          7
12.PARTNERSHIPS 7
13.GENERAL REQUIREMENTS          8
      13.1   Commissions and Fees 8
      13.2   Confidentiality 8
      13.3   Study of the Bid Documents 8
      13.4   Pre-Bid Meeting9
      13.5   Bid Clarification Meeting 9
14.PREPARATION AND DELIVERY OF TECHNICAL BIDS 9
BID PACKAGE 1 - TECHNICAL BID         11
SECTION 0 – EXCEPTIONS AND QUALIFICATIONS 12
      a)     Exceptions to COMPANY Technical Requirements 12
      b)     Exceptions to COMPANY Contract 12
SECTION 1 – BIDDER DETAILS       12
SECTION 2 - NIGERIAN CONTENT          13
SECTION 3 - FINANCIAL DETAILS15
SECTION 4 - D.P.R. PERMIT   15
SECTION 5 – CERTIFICATE OF INSURANCE 16
SECTION 6 - PARTNERSHIP AND PARENT COMPANY GUARANTEE           16
SECTION 7 – INDEPENDENT CONTRACTOR HEALTH, ENVIRONMENT AND SAFETY
MANAGEMENT16
SECTION 8 - DRUG, ALCOHOL, AND SEARCH POLICIES 16
SECTION 9 – PROJECT EXPERIENCE 17
SECTION 10 - PROJECT EXECUTION PLANNING 17
SECTION 11 - PROJECT CONTROLS18
      a)     Project Controls Procedures 18
      b)     Project Controls Tools 19
      c)     Project Controls Information 19
                                           Page 1 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
SECTION 12 – DOCUMENT CONTROL & INFORMATION TECHNOLOGY            19
SECTION 13 - QUALITY ASSURANCE AND QUALITY CONTROL 20
      a)     Accreditation 20
      b)     Policy 20
      c)     Quality System Manual   20
SECTION 14 - CONTRACTOR ORGANIZATION & KEY PERSONNEL 20
SECTION 15 – CONTRACTOR’S FACILITIES AND EQUIPMENT       21
SECTION 16 - LIST OF SUBCONTRACTORS          21
SECTION 17 - SITE SECURITY 21
SECTION 18 - CURRENT AND PROJECTED WORKLOAD 22
SECTION 19 – ENGINEERING DISCIPLINES         22
FORMS 23
FORM 1 - BIDDER’S FORM OF ACKNOWLEDGEMENT 24
FORM 2 - TECHNICAL BID FORM 25
                                          Page 2 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
                                     Page 3 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
                                     Page 4 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
1. INTRODUCTION
         This ITT defines COMPANY’s minimum requirements for executing work under the
         Engineering Services (Agreement IV)
         BIDDER will review the contract and all exhibits which contain instructions and minimum
         requirements for the Work.
2.       BID ACKNOWLEDGEMENT
         Acknowledgement should be sent to Company on or before the date defined in the Bid
         Timetable. Any BIDDER whose acknowledgment is not received on or before the stipulated
         date may not participate in the bid clarification meeting.
         Intent to Bid
         BIDDER proposing to respond to the bid invitation by submitting technical bid shall notify
         COMPANY using the “Form of Acknowledgement” (included in this document as FORMS,
         Form 1) by scanning and e-mailing to the contact below within the date defined in the Bid
         Timetable:
         Declining to Bid
         In the event BIDDER is not inclined or is unable to submit a bid, BIDDER shall notify
         COMPANY via the e-mail address below, using the “Form of Acknowledgement” (included in
         this document as FORMS, Attachment 1).
E-mail: L9lek387@chevron.com
                                              Page 5 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
3.       BID DOCUMENTATION
         COMPANY’s Bid Documents consist of all ITT items contained or referred to herein and all
         responses and/or formal addendum (if any) issued by COMPANY prior to COMPANY’s
         receipt of bids. BIDDER should review the Bid Documents carefully, and immediately notify
         COMPANY of any omissions, discrepancies, or inability to access COMPANY supplied
         electronic files, by e-mail to:
L9lek387@chevron.com
         BIDDER shall note that these Bid Documents are the property of COMPANY.
         No unauthorized alterations may be made to COMPANY documents.
4. BID TIMETABLE
Bid Due Date (Bidder submission of Bid    NIPEX Portal        April 10, 2020          4:00 pm
Response – Technical/Commercial)
Bids received after the Bid-Close date and time will not be considered.
** The Technical and Commercial Bid clarification meeting will take place in Lagos on the date
specified in the Bid time table above. Only BIDDERs who have submitted duly signed technical and
commercial bids acknowledgement and have indicated interest that they will be submitting a bid will
be required to attend the Technical and Commercial Bids Clarification Meeting.
5.        BID LANGUAGE
     Bids and supporting documentation shall be written in the English language.
6.       BID SUBMITTAL
         The BID shall comprise of the under listed documentation in the order detailed below.
         The BID shall be developed to provide COMPANY with a level of understanding that the
         bidders have:
                                               Page 6 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
         All spreadsheets and tables shall be submitted in native, executable format and PDF format.
         MS-Word and Excel format are acceptable. The PDF version must be signed by BIDDER’s
         authorized representative and has the same content with the native version. Any
         discrepancies found will lead to total disregard of the native format, and the signed PDF
         version shall be the valid version.
         Bids for the SUBJECT: Provision of Engineering Services (Agreement IV) shall be submitted
         in two packages
         The above shall be similarly structured utilizing a directory tree with folders emulating the
         “tabbed” sections of a paper format version. also, it shall be in native file format and shall
         contain all elements of BIDDER’s bid.
         All bids must be submitted and uploaded via the NIPEX Portal.
         Bids not submitted via the NIPEX portal will result in automatic disqualification of the BIDDER.
                                               Page 7 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
8.    COMMUNICATIONS
      The preferred means for communication to COMPANY during the Bid Period shall be via e-
      mail to l9lek387@chevron.com with the following email subject:
      Communications from Bidders shall only be considered if they concern a point for clarification
      involving an apparent ambiguity or discrepancy in the Bid Documents. Bidders are to use the
      standard Bid enquiry forms attached in the Bid Package.
      All Communications during the Bid Period from COMPANY to Bidders shall be numbered
      sequentially. The last date for receipt of Bidder’s queries is indicated in Bid Timetable.
      COMPANY will not reply to queries received from Bidders after that date.
      The submitted Technical Bids shall be accessed electronically from the NIPEX portal and
      carefully evaluated by COMPANY and Partner. If BIDDER’s Technical Bid fails to meet
      COMPANY’s requirements, BIDDER shall not be notified. Only those BIDDERs meeting
      COMPANY’s minimum Technical Requirements and approved by COMPANY’s partner will
      have their commercial Bids downloaded and opened via the NIPEX portal.
      Bid must not be ambiguous. Bids must be firm and shall remain valid for the proposed duration of
      the contract which is Three (3) primary years and one (1) optional additional year.
      COMPANY reserves the right to select the successful Bidder on the basis of the Bidder’s
      qualifications, as determined by the sole judgment of COMPANY’s and JV Partner’s Technical
      Review Committees. Consideration will be given to Bidder’s corporate structure, organizational
      experience, technical capability, present and forecasted work load, management capability,
      Nigerian content of the bid, financial capability, equipment and facilities, understanding of scope,
      costs, schedules and documentation capability.
      COMPANY may reject bids which are incomplete, or do not contain all the information and
      documents required by COMPANY.
COMPANY requires that any Engineering Work Awarded is to be carried out in Lagos.
12. PARTNERSHIPS
      A requirement for this ITT is that BIDDER is able to provide design and engineering services
      to complete single projects equal to or greater than 50,000 man-hours. If in order to meet this
      requirement the BIDDER must partner / Joint Venture with another Company; this partnership
      / Joint Venture must be clearly disclosed on the acknowledgement form submitted by
                                             Page 8 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
       BIDDER. Any bids submitted in conflict of BIDDER’S Form of Acknowledgment shall be
       disqualified.
       Submission of a bid is entirely the prerogative of the BIDDER. BIDDER shall be responsible
       for all costs associated with BIDDER’s bid preparation, and all activities relating to the bid
       including clarifications and negotiations. COMPANY will not contribute towards the expenses
       of compiling any bid nor be responsible for any losses.
       BIDDER should ensure that adequate information is presented with its bid to provide for
       thorough and complete evaluation by COMPANY. Incomplete, ambiguous or vague bids may
       be rejected.
       Bids may not be considered complete and compliant unless all requested information is
       submitted, and all instructions have been followed.
       BIDDER must ensure that they, their personnel and/or representatives do not pay any
       commission or fee or grant any loan or rebate or favor to any COMPANY personnel,
       COMPANY affiliates or any government or public international organization, including any
       officer, employee or affiliate of any government department, agency or instrumentality, nor
       provide such personnel with gifts or entertainment irrespective of cost or value, nor enter into
       any business arrangement with such personnel either as individuals or as representatives of
       anyone. A breach of any of these conditions will disqualify BIDDER.
13.2 Confidentiality
       The Bid Documents are to be regarded as confidential and may not be reproduced in whole
       or in part or disclosed other than for the purpose of preparing the BIDDER’s bid.
       BIDDER shall not make any public announcements relating to the Engineering Services
       Agreement without the prior written consent of COMPANY.
       BIDDER shall examine COMPANY’s Bid Documents and obtain all information required to
       enable it to submit its bid.
       BIDDER shall furthermore satisfy itself with regard to the extent and nature of the Work and
       the nature of the conditions under which the Work will be carried out. BIDDER must also
       make itself aware of the conditions affecting the supply of labor, staff, materials, and
       equipment and any other matter which may affect its bid and take these fully into account.
                                             Page 9 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DEC 2019
       COMPANY will host a pre-bid meeting with all BIDDERs to allow a forum for COMPANY to
       clarify COMPANY’s intent, and for BIDDERs to raise any issues. COMPANY will advise the
       meeting under cover of a separate communication. BIDDER’s proposed key personnel for the
       Engineering Services Agreement shall attend these meetings.
       BIDDER shall acknowledge review and understanding of the Technical Bid by notifying
       COMPANY using the “Form of Acknowledgement” (included as FORMS, Form 2) by scanning
       and e-mailing to the contact in Article 8, Communications.
       Bids must be signed by a person duly authorized to do so and evidence of such authorization
       shall accompany the bid. Where bids are submitted in a partnership of two (2) or more
       companies, evidence of such signatory authorization to bind all parties forming the
       Partnership, Joint Venture or Consortium shall be provided.
       BIDDER shall sign its bid with the exact name of the contracting entity. If the contracting
       entity is:
       a)        A Corporation: BIDDER shall show the country (and state) in which incorporated
       b)        A Partnership: BIDDER shall give the name and business address of each Partner
       c)        A Consortium: BIDDER shall give the names and business addresses of each
                 Consortium member
       d)        A Joint Venture: BIDDER shall give the names and business addresses of each Joint
                 Venture partner
       e)        An individual: BIDDER shall provide the business address
       The various details, plans and procedures requested in this appendix shall be sufficiently
       developed to provide COMPANY with a level of understanding that BIDDER has:
          Reviewed COMPANY Bid Documents and is aware of the Contract with particular
               emphasis on the Scope and Technical Requirements and has determined
               methods/measures to implement said requirements
          Performed sufficient internal analysis of BIDDER relationships with BIDDER’s other
               alliance members, partners and major subcontractors and associated
               capabilities/facilities, if applicable.
       BIDDER SHOULD NOTE THAT IF ANY PART OF BIDDER’S TECHNICAL BID CONTAINS
       PRICES, BIDDER WILL BE DISQUALIFIED.
                                          Page 10 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV) TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    JULY 2019
                                      Page 11 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
      COMPANY wishes to receive technical bids that fully comply with COMPANY’s Invitation to
      Tender and COMPANY’s Bid Documents. However, in the event that BIDDER can not comply
      with this requirement, BIDDER shall advise any and all BIDDER’s exceptions in this section, and
      this section only.
      COMPANY deems that BIDDER accepts and will comply with all elements of COMPANY’s
      requirements if no exceptions are submitted in this Section 0.
              Any proposed exceptions from the Contract Terms and Conditions and its Exhibits of the
              “Engineering Services Agreement” shall be submitted in accordance with the form included
              in the spreadsheet, Engineering Services Agreement-2019-ITT_Forms, Section 0.b –
              Exceptions to COMPANY Contract”. BIDDER shall refer to the paragraph, section number
              and page involved, and shall set out and explain the precise nature of, and reason for, the
              proposed qualification or deviation from COMPANY’s express requirements.
              Any proposed exceptions to the Terms and Conditions of the Contract must be included in
              this table. Only those exceptions proposed in the Engineering Services Agreement-2019-
              ITT_Forms, Section 0.b – Exceptions to COMPANY Contract” will be considered by
              COMPANY, and if accepted by COMPANY, incorporated into Contract. Exceptions
              otherwise included in technical bid shall not be considered or accepted by COMPANY.
      a)        Incorporation of Bidding Entity - BIDDER shall provide copies of certification and date of
                incorporation or registration of bidding entity (i.e. private company, partnership, joint
                venture, limited company, etc.).
      b)        Power of Attorney for Bid - BIDDER shall provide copies of Power of Attorney for Bid
                signatory confirming authority to bind the bidding entity to fulfillment of commitments
                contained in its Bid to perform the Work.
                                              Page 12 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
      c)      Articles of Association - BIDDER shall provide copies of the Articles of Association for
              Joint Ventures, Consortia or other partnerships including statements of joint and several
              liabilities.
      d)      Collective Bargaining Agreements - BIDDER shall describe any collective bargaining
              agreements BIDDER has with labor unions or similar organizations which it proposes to
              use during the executing of the Work. BIDDER shall describe its plan for managing such
              agreements to ensure risk of interruptions and delays are minimized.
      e)      Intellectual Property - BIDDER shall advise COMPANY of any patents, proprietary
              information, licenses, royalties, or other intellectual property that will be included in the
              Work or are required to execute or complete the Work.
      f)      BIDDER shall advise COMPANY of its proposed strategy to deal with intellectual property
              issues related to the Work. BIDDER shall provide COMPANY with adequate assurances
              that BIDDER owns or has obtained all necessary patents, licenses, and the like, and that
              BIDDER has conducted the appropriate searches in the relevant jurisdictions regarding
              any potential infringement issues.
      g)      BIDDER shall completely fill out the Supplier Compliance Questionnaire in Agreement-
              2019-ITT_Technical Forms, Section 1.g
      Bidder shall comply with the provisions of the Nigerian Oil and Gas Industry Content
      Development Act
      Bidder shall demonstrate that the entity is a Nigerian Registered Company, or Nigerian
      Registered Company as the contracting entity in genuine Alliance or Joint Venture with foreign
      company, with details on scope and responsibilities of parties for this work clearly defined. Such
      companies must show evidence of Joint Venture binding agreement duly signed by the CEO of
      both companies including evidence or plans of physical operational presence and set-up in
      Nigeria.
      Bidder shall furnish details of company ownership and shareholding structure. Bidder shall
      additionally provide clear copies of CAC Forms CAC2 and CAC7.
      Bidder’s Plan shall clearly specify the percentage of Nigerian Equipment, Labor and Materials to
      be employed in the performance of this scope of work. Bidder shall also show overall percentage
      of work to be performed by Nigerian resources relative to total work volume.
      Bidder’s Plan shall also state what percentage of key management positions is to be held by
      Nigerians and what percentage of the total workforce will be Nigerians. The Man-hour estimates
      provided in Bidder’s Work Execution Plan shall also detail the estimated Nigerian Man-hours.
      Bidder shall submit a detailed Nigerian Content Plan showing how it intends to maximize the
      utilization of Nigerian human and material resources in the execution of this job. On Contract
      award, this plan will become an Attachment to the contract. As a minimum the Nigerian Content
      Plan shall address the following:
                                             Page 13 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
                                             Page 14 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
       Bidders shall provide Detailed information on how they propose to comply with all applicable
       directives on Nigerian Content
       Bidder must provide a detailed Training Plan for NCD Human Capacity Development Initiative
       (NCDHCDI). Training plan should indicate
                      1. Type of training to be conducted
                      2. Number of training man-hours in relation to project man-hours (which must
                         not be less than a minimum of 10% of the Total Project Man-hours)
                      3. Number of trainees that can be accommodated on the project
                      4. Curriculum split into classroom and On-the-Job (OJT) training
                      5. Cost of training (Included at commercial ONLY)
                      6. Duration
                      7. Training Facilitator – including evidence of MOU with OGTAN registered
                         trainer to conduct classroom module of training.
            If BIDDER submitting as a consortium, JV, etc., each company MUST provide separate
            financial information for each company.
            If the three latest annual reports are not available, BIDDER should enclose a copy of the
            quarterly accounts/Bi-annual accounts and/or the budget for present year.
            If BIDDER is a subsidiary Company, the appropriate group accounts for the same periods
            shall also be enclosed.
            BIDDER shall advise details of any outstanding indebtedness or unsecured loans or debts
            or trading losses not reported within the financial reports.
  b) Tax Clearance
              BIDDER shall provide its Nigerian Tax Clearance Certificates for 2016, 2017 and 2018,
              where applicable.
  c) Banker’s Details
              BIDDER shall provide details of BIDDER’s bankers (including details of each Consortium
              member’s and/or Joint Venture Partner’s and/or Partner’s bankers, as applicable).
                                              Page 15 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
  f) VAT Certification.
              BIDDER shall provide a current VAT Certificate.
     Supplier Qualification Questionnaire: Bidders shall completely fill out the attached Supplier
     Qualification Questionnaire.
     Bidder shall additionally provide its Certificate of Incorporation, Forms C02 and C07. Where bidder
     has companies as shareholders, the Incorporation Certificates (Certificate of Incorporation,
     Forms C02 and C07) of such companies shall also be provided.
      Bidder shall complete the required information in the Engineering Services Agreement-
      2019-ITT_Forms: Section 3
        In this section, BIDDER shall provide a current copy of BIDDER’s 2019 D.P.R. Permit from the
        Department of Petroleum Resources in the applicable category or categories for execution of
        this Work. Bidding Consortia, Joint Ventures or Partnerships not listed on the DPR Permit as a
        single entity shall submit individual Permit for each Consortium/Joint Venture/Partnership
        member. Specific DPR permit for Engineering Design should be stated here
      Bidder to provide a confirmation that, in the event of award of a Contract, contractor will provide
      evidence of insurance in accordance with the Contract
      Partnership Agreement
      Provide a copy of duly endorsed partnership agreement if BIDDER will submit bids as consortia
      or JV, and any MOA. The partnership agreement should clearly describe the responsibilities of all
      the parties This provision does not apply if Bidder does not have JV partners.
      Bidder and each of Bidder’s Subcontractors identified in Bidder’s bid shall complete the attached
      Contractor Health, Environment and Safety Management (CHESM) Qualification Questionnaire
      Engineering Services Agreement-2019-ITT_Forms:             Section 7 CHESM EVALUATION
      QUESTIONNAIRE in its entirety. The response(s) from each responding entity shall be clearly
      segregated within this section. Bidder shall provide supporting documentary information to
      substantiate all ‘YES’ answers provided by Bidder in (CHESM) Qualification Questionnaire.
      Company may review the supporting information and make site visits as part of the evaluation
      process to verify implementation.
                                             Page 16 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
      Bidders shall plan to comply with all COMPANY requirements on HES. Bidders HES Plans shall
      clearly demonstrate how COMPANY specific HES requirements (detailed in Exhibit C) will be
      implemented. This Plan shall provide line items of HES activities that will be performed
      throughout the contract period.
      Bidders HES Plan, Policies, Programs, Procedures & Records for the last three (3) years,
      including number of Fatalities; number of Lost Time Incidents Rate and Total Recordable
      Incidents Rate
      Bidders are also required to provide their Environmental Management Policy and Plan; Security,
      Medical and Health Plan; Detailed Job Hazard Analysis (for this scope of work); Record of Safety
      Courses attended by Bidders key personnel with evidence.
      Bidder shall submit a copy of its BIDDER’s Drug, Alcohol and Search Policies for the office(s) in
      which it proposes to perform the Services. COMPANY’s Drug, Alcohol and Search Policy is
      provided in Exhibit B.
      BIDDER shall describe BIDDER’s previous experience within the past five (5) years in
      performing work similar to that specified in COMPANY’s Bid Documents. Evidence of completed
      work is also required.
      For Consortia and/or Joint Ventures and/or Partnerships, the experience of each participating
      Company is requested.
      a)   The number of years that BIDDER has been involved with work similar to that specified in
           the bid package.
      b)   A list of similar completed projects/contracts. The list will be provided in two parts, if
           applicable, e.g. contractor has performed work in locations outside Nigeria:
           i) The first part will be a list of completed contracts in Nigeria by BIDDER as a single
           company or its consortia/JV partners.
           ii) The second part will be a list of completed contracts in other countries by BIDDER or its
           consortia/JV partners, if applicable.
      c)   (i) Each list shall include the name of the customer and client’s contact, the name of the
           project, location, duration to include start year and when finished, number of design
           engineering hours, number of personnel, total (or final) contract value and value of
           equivalent Medium and Small Engineering aspect of the project.
                                            Page 17 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
       (ii) The list in C(i) above should be accompanied with evidence of completed work such as work
             completion certificates, work authorization, award documents etc. Bidder shall
             complete the required information in the Engineering Services Agreement-2019-ITT_Forms:
             Section 9a – Nigerian Project Experience by BIDDER as Single Company, Section 9b –
             Nigerian Project Experience by BIDDER as JV-partner, and Section 9c - Other Project
             Experience by BIDDER
       In this section, BIDDER shall provide a comprehensive description of a typical project execution
       plan for projects equal to and greater than 50,000 man-hours.
       The execution planning documents requested represent COMPANY’s expected minimum content
       for BIDDER’s technical bid. It is not expected that plans submitted for the technical bid be in the
       detail required during execution of the Work. BIDDER’s technical bid should, however, clearly
       demonstrate that BIDDER’s execution planning has been developed sufficiently to ensure
       compliance with the Technical Requirements and to represent an execution strategy that
       supports BIDDER’s bid.
               Organization chart including detail about interaction with COMPANY for typical project
                execution.
               Drawing procedures
               Project controls
               Document control
               Change control
               Site verification/as-built process
               Procurement process – including technical and commercial bid evaluation, vendor
                selection, etc.
               Integration of Nigerian national engineers
               HES involvement during engineering design and how the intent of Incident and Injury
                Free initiative will be integrated into the results of the engineering design deliverables
               BIDDER’s engineering design staffing plan, which shall include personnel mobilization
                plan
               The 3-D CAD system to be used and how the system will be used in engineering design,
                and planning work and when reviews of 3-D models will be conducted with COMPANY
               Operations assurance during detail engineering design
                                              Page 18 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
Bidder shall describe its plan for recruiting and testing technical personnel.
  d) Notional Project
          BIDDER shall provide typical engineering deliverables for a Notional Project as detailed in
          Exhibit S - ESA 4 Notional Project document. This is a hypothetical project for a NAG Well
          Platform Front End Engineering Design (FEED) for which the below deliverables are to be
          provided:
              i.   Contractor Work Estimate (CWE) form in Contractors own format
             ii.   Cost, Time and Resource (CTR) list (hours only, cost NOT to be provided)
            iii.   Level 2 Schedule
            iv.    Master Deliverables Register (MDR) detailing expected deliverables
             v.    Long Lead Items (LLI) list
            vi.    Organizational Chart
           vii.    List of software
           viii.   List of assumptions
        In this section, BIDDER should describe its plan to comply with COMPANY’s project cost and
        schedule controls management requirements as detailed in the attached Exhibit F – Project
        Controls. In this section, BIDDER should provide comprehensive details of the computer-based
        planning systems proposed for control of the Work.
        BIDDER should describe BIDDER’s practical experience in using these procedures and the
        extent to which BIDDER proposes to apply them in the performance of the Work.
           BIDDER should list projects successfully completed using the proposed software packages
           or systems.
                                              Page 19 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
           BIDDER should advise the proposed file formats for regular transmittal of information related
           to cost, planning/scheduling, progress, productivity, resource loading, and the like, to
           COMPANY.
        In this section, BIDDER should describe its plan to comply with COMPANY’s information
        management requirements as detailed in the attached Exhibit G – Document Control and
        Information Technology. Emphasis should be placed on the special methods that BIDDER
        proposes to use to comprehensively control the complex information management situation
        successfully.
The plan should address, but not be limited to the following requirements:
       Bidder shall complete the required information in the Engineering Services Agreement-
       2019-ITT_Forms: Section 12
        In this section, BIDDER shall provide details of the BIDDER’s quality program that will be
        employed to successfully complete the Work.
        a) Accreditation
           Bidder shall include a copy of a current and valid accreditation certificate issued by a
           recognized assessment body to demonstrate that the Bidders’ Quality System has been
           independently assessed and has been found to comply with the intent of the appropriate part
           of ISO-9001:2008 or any other compatible standard.
                                             Page 20 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
        b) Policy
           BIDDER shall provide a statement describing the overall project management quality system
           to be used and how this proposed system will ensure that all parts of the Work are properly
           carried out in accordance with the Technical Requirements.
      a) BIDDER shall submit its organization charts depicting the overall CONTRACTOR organization.
         BIDDER’s submittal shall describe the titles, authority, and responsibilities of all key positions
         and the approximate numbers by trade, profession or title of all other personnel.
           BIDDER’s proposed organization chart shall clearly indicate the titles, authority, and
        responsibilities of all key positions and the approximate numbers by trade, profession or title of
        all other personnel, and shall illustrate how BIDDER proposes to organize the functions of
        management, engineering, safety, quality assurance, planning and scheduling, cost control,
        administration, and all other related operations.
                         i.    In the case of a consortium, identification of the leading partner and the
                               hierarchy and roles of each of the team partners.
                        ii.    The proposed interfaces between BIDDER and COMPANY
                       iii.    Proposed interfaces between BIDDER and Subcontractors
      b) BIDDER is required to provide the names of its key personnel it intends to employ on a full
         time, dedicated basis in the positions identified in its organization chart, their primary work
         location and the name of the line manager who they will report to. The resumes of the key
         personnel will also be submitted. Such resumes shall include:
                         i.   Name
                        ii.   Present position in BIDDER’s company
                       iii.   Years employed by BIDDER
                       iv.    Education/qualifications
                                              Page 21 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
v. Relevant experience
       Bidder shall provide details of all facilities and equipment proposed for the performance of the
       Work in Nigeria in the Engineering Services Agreement_2019_ITT_Forms, Section 15 – Facilities
       and Equipment. The data will become an attachment to the Contract, once vetted and approved
       by COMPANY.
The details shall include, but not limited to, the following:
       As part of the Technical Evaluation for contractor selection, company shall conduct site visits to
       verify the suitability of bidders’ facilities and equipment as well as appraise bidders past
       performance on similar projects. BIDDERS MUST MAKE AVAILABLE FOR INSPECTION, ALL
       FACILITIES AND EQUIPMENT TO BE UTILIZED BY BIDDER IN THE EVENT OF CONTRACT
       AWARD
       Bidder shall submit details relating to all Subcontractors that it proposes using for the
       performance of the Work in the Engineering Services Agreement_2019_ITT_Forms, Section 16 –
       Subcontract. The data will become an attachment to the Contract, Exhibit Q – List of
       Subcontractors, once vetted and approved by COMPANY.
         Bidder is advised that the list of subcontractors will be subject to review and approval by
       COMPANY for the establishment of an agreed list at Contract Award. Thereafter any deviation
       from the agreed list will be subject to COMPANY’s written approval and COMPANY will not be
       liable for any delays to the Work arising from the requirement to obtain the approval. Successful
       Bidder confirms that it will be solely responsible for the management and quality of
       subcontractors’ performance. Company shall NOT be liable to or have direct dealings in any way
       with any subcontractors that Bidder may use in performance of the work.
                                                Page 22 of 25
INVITATION TO TENDER    TENDER DOCUMENT
PROVISION OF ENGINEERING SERVICES (IV)  TENDER NO.: CNL 00000187
CHEVRON NIGERIA LIMITED    DECEMBER 2019
        In this section, BIDDER shall provide a preliminary site security plan to describe its current
        security arrangements for its Engineering Office(s).
     a) Provide a detailed listing of Bidder’s current and projected (6 months) project schedule and
        scope provided in the Engineering Services Agreement_2019_ITT_Forms, Section 18A–
        Current Project Workload. Note: For this data projected work is defined as work which is
        covered under a minimum Letter or Agreement / Intent / Authorization.
   COMPANY requires that the Bidder provide information in relation to Engineering Capabilities,
   Mechanical/Piping, Civil/Structural, E&I, Process, Cost & Schedule Engineering.
     a) Bidder shall complete the required information in the Engineering Services Agreement-
        2019-ITT_Forms: Section 19
                                              Page 23 of 25
FORMS
Page 24 of 25
FORM 1 - BIDDER’S FORM OF ACKNOWLEDGEMENT
TO BE PREPARED ON BIDDER’s OFFICIAL LETTERHEAD
SUBJECT: Invitation to Tender – Bid No.: CNL00000187 Provision of Engineering Services Agreement
(IV) ESA 4
We acknowledge receipt of your Invitation to Tender for the above Work which we have examined
carefully and confirm that we are in receipt of all documents listed therein.
We propose to respond to your Invitation to Tender and will submit our technical bid not later than the Bid
Due Date.
We understand that this is one bidding procedure with submittal of the Technical Bid the inclusion of any
of our pricing data in the Technical Bid will disqualify our entire ITT bids. We further understand that
COMPANY, at its sole discretion, may not accept our ITT bids and may not be invited to perform the
Work.
We understand that COMPANY is under no obligation to accept the lowest or any bid and that all of our
costs incurred in its preparation are for our own account.
If bidding Consortia, Joint Ventures or Partnerships BIDDER shall declare the name and structure of the
proposed contracting entity and complete the following paragraph.
NAME:
PHONE NUMBER:
E-MAIL ADDRESS:
(------OR------)
It is not our intention to submit an offer and we return your tender documents herewith.
Yours truly
                                                Page 25 of 25
FORM 2 - TECHNICAL BID FORM
TECHNICAL BID FORM TO BE PREPARED ON BIDDER’s OFFICIAL LETTERHEAD
Gentlemen,
We have examined the Bid Documents inclusive of Technical Bid and we offer to perform the required
Work in conformity therewith. Furthermore, we agree to perform the Work in accordance with
COMPANY’s Instructions to BIDDER.
We confirm that no part of a priced commercial bid has been included in this technical bid. We
understand that inclusion, whether by intention or in error, of any part of our pricing data within our
technical bid will cause our disqualification.
We have studied the Bid Documents carefully and we have obtained all information required to enable us
to submit our technical bid and we have satisfied ourselves as to the correctness and sufficiency of our
technical bid.
We confirm that our technical bid is not conditional upon the availability of labor, staff, equipment, office
space, materials, or anything whatsoever that, we, if successful will be required to supply under the
Contract.
We understand that COMPANY is not bound to accept the lowest or any bid it may receive, and the
submission of a bid does not involve COMPANY in any liability for any cost incurred by us in preparing
this technical bid. We further understand that COMPANY’s Bid evaluation will involve a two-phase
process: the first phase evaluating technical merit and the second phase evaluating commercial bids if the
technical bids are assessed to have merits and approved by COMPANY’s partner.
We further understand COMPANY’s intention is that technical bids will be finalized during technical
evaluation, and that all queries, clarifications and exceptions will be resolved and will not be reopened
following the commencement of commercial evaluation.
Signature:
Name:
                           (in block capitals)
Address(es):
                                                 Page 26 of 25
Witnessed by:
Signature:
Name:
                (in block capitals)
Occupation:
Address(es):
Page 27 of 25