Technical and Financial Proposal in bid (PPMO.)

 Overview

In some tenders below Rs. two crore, you need to upload technical and financial documents along with work requirements. Here, we are going to deal with those topics.

1. Technical Details
2. Financial Situation
3. Work Requirements

Technical Details

In this section, you have to basically upload the following details:

1. Technical Proposal
2. Equipment details
3. Owned equipment and personals
4. General and Specific Experience

Sample Technical Proposal

Let's prepare a sample technical proposal for the RCC building and see what to include in it. You can prepare a similar proposal according to the nature of the contract.

Scope: 

This procedure is developed for the.....................................................................................(Name of Tender). The latest revision of the project specification shall be used as a reference and is part of the method statement in the execution of work.

Site Organization:

Upon award of the contract and Notice to Proceed (NTP), site organization will be carried out initially in steps as mentioned below:

1. Delivery of necessary materials, equipment, and tools, along with the required manpower to begin the operation;
2. Continue to process documentation requirements, including management and regulatory requirements for delivery of business plans, product documentation, models, and other deliverables required in project specifications;
3. Perform pre-construction activities, including the construction of permanent and temporary trailers;
4. The contractor personnel taking part in the active remediation activities will receive the required medical surveillance (initial entrance physicals) prior to any hazardous or intrusive site work being performed.

Method Statement:

• Mock-up

Samples will be selected and approved by the engineer before starting work.

• Preparation and execution

All work must be carried out in accordance with the approved HSE plan and customer specifications, as follows:

• Excavation work should be carried out after the cleaning and excavation work is completed in accordance with the dimensions and height of the monument given by the employer to the contractor. Documents designated for permanent use should be appropriately classified and stored. Filling materials must be compressed according to their properties.
• The formwork must be designed to conform to the standard dimensions shown on the design drawings. Sealing, lining, mold removal and bracing, and chamfering must be provided to keep the mold stable and in place.
• Steel bars must be handled and stacked according to engineering specifications. Rebar will be bent and cut according to BBS. Rebar must be placed correctly and safely and provided with adequate cover.
• Concrete prepared as a mixture should be poured continuously or in layers to prevent cold joints from forming. A vibrator should be used when necessary.
• Before use, the bricks should be moistened with water and laid in straight lines with English glue. Wooden Chaukhat and windows and shutters should be fixed using anchor bolts, which should be fixed in a perfect horizontal line as per the approved drawing.
• Screeding work shall be carried out as per the provided specification at a perfect line level. Flooring works like tiles and granite and sanitary fixation shall be carried out as per the drawing and approval of the engineer.
• Plastering work must be done on a perfect line in accordance with the specifications. Paint will be approved by the engineer. The surface to be painted is prepared with a coat of paint as a primer. The treatment will be carried out by drying for 4 hours before using the next coat.
• Concelled wiring with HDPE pipe shall be installed in slabs and walls; electric fixtures shall be installed as per approved drawings.
• Curing shall be done on a regular basis, and quality control steps shall be taken according to specifications. Submit the application review for engineer review and approval.

Mobilization Schedule:

Site mobilization activities will take place within a week of the award of the contract, as described in the steps below.

• Construction of the Entrance
• TEMPORARY FACILITIES/SUPPORT ZONE SET UP
• Mobility of Equipment and Accessories

Construction Schedule:

After the mobilization of workers and accessories, on-site work will be carried out according to the following schedule:

S.No.	Work Details	Start Date	End Date
1.	Mobilization/Camp Setup
2.	Sub-Structure Works
a.	Layout and Excavation for the Foundation
b.	Foundation/Tie Beam Work (Soling, PCC, Rebar Work, Formwork and Brick Work)
c.	Backfill/Compaction
3.	Super-Structure Works
a.	Column/Beam and Slab/Staircase (Rebar Works, Formwork and  PCC for RCC)
b.	Brickwork and Fixation of Doors and Windows
c.	Plaster and Flooring Works
d.	External and Internal Painting
e.	Electrical Fixation
f.	Sanitary Fixation
g.	Site Clearance/Hand-over

 

Other sections:

Upon completion of the work, a report must be submitted by mutual agreement.

 

Equipment Details

Here you have to mention the equipment you are going to make use of for the proposed tender works.  

Sample Equipment Details

Excavator: Use for earthwork and backfill

Transport vehicle: used to transport material to the store and project site.

Auto-level: Use for leveling purposes

Wheel Barrows: Use to move materials to an area of application

Shovels and picks: Use for earthworks and concrete preparation

Mixture Machine: Use to Prepare Concrete

Water pump: used to pump water for curing or concrete preparation.

Vibrators: used for concrete compaction.

Bobcat: used to move materials to an area of application service.

Vehicle for General Workers: Worker’s Mobilization

Portable Grinders: For Grinding and Finishing Purposes

Scaffolding and safety belts: for work at height

Ladder/Drum: For Temporary Activity

Owned Equipment and personals

You have to update this information on your company profile page. On the top task bar, you can choose the profile option and upload personnel as well as equipment details that fall under company liabilities. Later on, when bidding on a tender, you can choose from your profile.

General and Specific Experience

Just like the equipment and personnel details, you can update the work experience of the company in the profile section under contract details by filling out the provided form. Later on, when bidding on a tender, you can choose from your profile.

  

Financial Situation

In this section, you have to upload the balance sheet, income statement, and annual turnover. You can find this information in your audit report. This data can be easily updated on your company profile on the PPMO page by the accountant. Later on, when bidding on a tender, you can choose from your profile.

Work Requirements

In this section, there are three main topics.

1. Work Breakdown Structure
2. Drawings(Optional)
3. Supplementary Information (Optional)

 Work Breakdown Structures

In this section, you have to break the complete work into packages. Here we are going to give you a sample work breakdown structure for a simple RCC building structure.

Sample Work Breakdown Structure

Project Management

• Scope Work
• Plan Resources
• Plan Materials

Layout and foundations (substructure works)

• Clear Site
• Get Built-Drawings
• Layout the structure
• Earthwork for Foundations
• Get materials and labor.
• Construct supportive formwork.
• Carry out rebar work.
• Lay Foundation
• Remove Formwork
• Brickworks Above the Lower Beam

Building Structure (Superstructure Works)

• Get Materials
• Construct supportive formwork.
• Get rebar placed and fixed.
• Construct columns, staircases, beams, and slabs.
• Periodic Curing
• Remove Formwork
• Construct a wall, fix Chaukhat, plaster work, and
• Windows Installation
• Finish the electrical work.
• Sanitary fixture installation, tile, and granite works
• Coloring works

Landscaping

• Conduct site clearance.
• Dispose of or store left-overs.

Others

In the construction schedule, in some cases, you have to indicate two milestones, and these two items shall be completed within the time mentioned. Milestones can be marked by an arrow in the remark heading. You don't need to place a technical proposal, equipment details, and work breakdown structure in your company letterhead.