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Version 1.0 [12:00 noon (GMT+08:00) Hong Kong, 27 September 2017]

Hong Kong Science and Technology Parks Corporation

Lok Ma Chau Loop Development

Master Planning Study (MPS)

Consultancy Agreement No. PD/CA/ 244 (“Agreement”)

Notice of Invitation for Expression of Interest (EOI)

Interested consultants are invited to express interest in undertaking the above consultancy.

The scope of this Agreement, which is to be awarded tentatively in December 2017, is

indicated in the attached Draft Project Brief (which is subject to change) together with the

plans in Annex I.

If you are interested in this Agreement, please complete and return the Acknowledgement

Slip at Annex III to the Corporation by 12:00 noon on 3 October 2017.

You are also required to submit the EOI proposal before noon on 10 October 2017 by

submitting three (3) sets of submission documents and one (1) set of electronic copy in

CD-ROM in a sealed envelope.

Late submission will NOT be considered.

The envelope shall be marked on the face with the Subject of the Submission, Agreement

No., Consultancy Title and Name of Consultant, and addressed to the Chief Project

Development Officer, according to the template as shown in Annex IV. The envelope shall

be placed in the Tender Submission Box located in the Reception Counter on 8th Floor of

Bio-Informatics Centre, 2 Science Park West Avenue, Hong Kong Science Park, Shatin,

Hong Kong for the attention of Chief Project Development Officer. Please refer to Annex

V for the location of the Tender Submission Box.

In the event a tropical cyclone warning signal No. 8 or above is hoisted or a black rainstorm

warning signal is issued between 9:00 am and 12:00 noon on the submission closing date,

the submission closing time will be postponed to 12:00 noon on the next working day.

The submission documents shall contain the following information in a maximum of ten

(10) single-sided A4 pages with a minimum font size of 12 font. You shall note that the

Proforma with the following sections as enclosed in Annex II should be strictly followed

for this EOI selection:

1) Appreciation of the key requirements and constraints/risk;

2) Approach and strategy in master planning to meet the requirements of the assignment

and innovative idea to develop the master planning design for this Project ;

3) Relevant experience of the MPDCT (either the Architectural Consultant or his/her

Master Planning Design Specialist) either in Hong Kong or elsewhere;


4) Knowledge, experience and capability of core personnel of the MPDCT (including

the Architectural Consultant and Master Planning Design Specialist) together with

their curriculum vitae. The curriculum vitae shall form an attachment to the EOI

proposal; and

5) Proposed organization of the MPDCT (including the Architectural Consultant, Master

Planning Design Specialist and other sub-consultants for this Project) together with an

organization chart in separate sheet. The organization chart shall form an attachment

to the EOI proposal.

Please note that no attachments, except those elements specifically requested herein as

forming attachments should be included in your submission. Late submissions or

submissions that do not conform to the requirements in respect of the number of

pages, the page size, the font size or the attachments as specified in this letter will not

be considered.

Unless specified in this letter, you are not required to submit drawings together with the

EOI proposal. No credit will be given to consultants in the selection of the EOI proposals

for drawings not specified in this letter.

Based on the response received, maximum eight (8) suitable consultants will be short-listed

to tender for the Master Planning Study. Please further note that in the event you are

short-listed and invited to tender for the Services, you may be required to undertake the

preparation of both Technical and Fee Proposals with drawings and other media for

presentation as required in the Corporation's subsequent Request for Proposal. The fee to be

quoted in the Fee Proposal, if invited to submit, and all payment in relation to the Services

shall be made in Hong Kong Dollars.

Upon submission of the EOI proposals, MPDCT may be invited to attend an interview to

present the initial approach of the planning, design and project delivery.

You are also required to declare on compliance with the ethical commitments requirements

by completing and returning the Declaration Form in Annex VI as an attachment to your

EOI proposal.

If appointed, you will act as the Master Planning and Design Consultant Team (MPDCT)

under this Agreement, responsible for all aspect of research, design, liaison, consultation,

co-ordination, analysis, presentation and preparation of reports and activities as described

in the Final Project Brief to be issued to the short-listed consultants in tendering stage.

The appointed MPDCT will be required to team up with the sub-consultants as listed in the

list of consultants in Annex VII, as minimum. Sub-consultants in other disciplines, if

required, shall suit the project requirements of the Project as described in Annex I herein.

The MPDCT is not allowed to change his/her sub-consultants (i.e. Master Planning Design

Specialist, Traffic Consultant and Environmental Consultant) in the subsequent technical

proposal submission without reasonable justification.


You are drawn to the attention that the same core personnel proposed in your EOI proposal

must be nominated in your Technical and Fee Proposals in the tendering stage if you are

short-listed to tender for this Consultancy. You may change the core personnel(s) with

alternative(s) with equivalent and/or higher qualification and experience. However, the

same will be subject to further review and assessment and you may be required to revert

back to the original proposed core personnel(s) submitted in your EOI proposal.

The EOI proposal shall be submitted together with a statement of ISO 9000 Certification in

accordance with the requirements at Annex VIII and a Declaration of your Staffing

Proposal in accordance with the guidelines at Annex IX.

Please also take note of the following conditions in respect of linkage of consultants before

making your submission:

(a) No Consultants are permitted to submit more than one bid for the same agreement.

For the avoidance of doubt, Consultants who submit a bid in their own name and a

bid in the name of an un-incorporated joint venture/partnership (with the Consultants

concerned as a participant/partner) will be considered as having submitted two bids.

(b) Consultants (these must be consulting firms to be eligible for being considered for

this consultant selection exercise) having linkages to each other, e.g. subsidiaries,

parent or sister companies, are not allowed to bid on the same agreement. Only one

firm among such consultants, as the case may be, should be allowed to submit the

EOI proposal. You are thus required to declare any linkage with other consultants.

The existence of a holding-subsidiary relationship shall be determined in accordance

with the provisions in Sections 13 to 15 of the Companies Ordinance (Cap 622).

“Sister companies” shall mean all companies which are subsidiaries of or otherwise

belonging to the same holding company. Consultants having linkages should sort out

among themselves before submitting any EOI proposal.

(c) For the purpose of this “no linkage” requirement, an academic institution and any

separate entities/companies formed by the same academic institution or any of its

current staff, or any two of such entities/companies (whether formed by the same staff

or not), shall be regarded as “linked”. An academic institution, and all such

entities/companies formed by it or any or its current staff (whether by the same staff

or not), shall be allowed to submit only one EOI proposal. You are also required to

declare any such linkage with other consultants on the referred lists, if applicable. An

entity/company is regarded as formed by the academic institution or its staff if the

latter is a partner/shareholder or a director of the former, whether or not the latter is a

founding partner/subscriber when the entity/company was formed.

(d) Failure to observe this requirement shall render all related EOI submission null and

void and any such submission shall not be considered.

(e) For the avoidance of doubt, the “no linkage” rule does not apply to “linked”

consulting firms (including academic institutions) who bid as sub-consultants only for

an agreement.


Please also note that documents of unsuccessful consulting firms will be destroyed three

months after the date the Agreement has been awarded and signed.

The Corporation does not intend to create any legal or contractual relationship with you, or

any other consultants invited to express interest, in this selection exercise. The Corporation

reserves the right to cancel this selection exercise for any reason, in which case you will

accordingly be notified. The Corporation will not be responsible for the reimbursement of

any cost incurred by you for the preparation of the submission, including the expenses

incurred from attending interview in the EOI stage. Without prejudice to the aforesaid, the

information provided by the Corporation in this selection exercise shall not be taken as final

and is subject to change in the Final Project Brief to be issued to the short-listed

consultants.

You must ensure that you and your sub-consultants are eligible under the listing status of the

AACSB for the discipline(s) which are applicable at the time of submission. Failure to

comply with this requirement will lead to disqualification of your submission. If the EOI

proposal is being submitted by a joint venture, the listed consultants in the joint venture

should confirm that the non-listed consultant is technically capable for that part of the

consultancy services it undertakes.

Consultants shall declare their resident status or the sole proprietor’s resident status in their

consultancy proposals.

Should the interested consultants have any queries, the queries shall be in writing with cover

letter and submitted via email [email protected]. Response to the queries will be made

and post to https://www.hkstp.org/hkstp_web/Files/Tender/2017/CA244-response.pdf. Only

queries regarding this “Invitation for Expression of Interest” raised before 12:00 noon on 4

October 2017 shall be entertained and responded.

https://www.hkstp.org/hkstp_web/Files/Tender/2017/CA244-response.pdf

Annex I

Annex I - Page 1 of 8



Consultancy Agreement No. PD/CA/244

Invitation for Expression of Interest (EOI)

The Draft Project Brief

1. INTRODUCTION

1.1 Hong Kong Science and Technology Parks Corporation (HKSTPC) is a statutory body set up by

the HKSAR Government (HKSARG) in 2001. It facilitates science and technology companies to

nurture ideas, innovate and grow, supported by our R&D facilities, infrastructure, services and

programmes across five key technology clusters.

1.2 Technology businesses benefit from our specialized R&D services in Hong Kong Science Park;

design enterprises can find design-related innovation at InnoCentre; a range of skill-intensive

businesses are served by our three industrial estates at Tai Po, Tseung Kwan O and Yuen Long.

1.3 On 3 January 2017, the HKSARG and the Shenzhen Municipal Government (SZMG) signed a

Memorandum of Understanding (2017 MOU) on the development of a Hong Kong-Shenzhen

Innovation and Technology Park (IT Park) in the Lok Ma Chau Loop (the Loop) in Hong Kong.

Under the principles of "one country, two systems" and "co-development and mutual benefit", the

development will establish a key base for co-operation in scientific research and provide the

related higher education and other complementary facilities.

1.4 The HKSTPC will set up a subsidiary company responsible for building the superstructure of the

Park and its operation. Civil Engineering and Development Department (CEDD) of the

Government will be the works agent responsible for the provision of the necessary infrastructure

to support the development.

1.5 The Corporation is desirous of inviting consultancy firms with relevant large-scale master

planning design experience to submit EOI proposals for the Master Planning Study (“MPS”) for

the Loop development.

2. DESCRIPTION OF THE PROJECT

2.1 The Subject Site

2.1.1 The Subject Site is located at the northern fringe of New Territories of Hong Kong. It is bounded

by the bank of Shenzhen River in the northwest, fish ponds of Hoo Hok Wai in the northeast, Lok

Ma Chau and Tai Law Hau in the south, the Lok Ma Chau Control Point and Lok Ma Chau Spur

Line Control Point in the southwest, as well as the Mai Po Nature Reserve in the further

southwest. Please refer to Location Plan and Site Plan in Figures 1 and 2.

2.2 Town Planning

2.2.1 The Subject Site, having a total site area of about 87 hectares, falls within the Draft Lok Ma Chau

Loop Outline Zoning Plan (OZP) No. S/LMCL/1. The site covers a substantial part of the OZP

Annex I


area except the meander section of the Old Shenzhen River currently under a “Conservation Area”

(CA) zoning. Please refer to the Outline Zoning Plan in Figure 3

2.2.2 Within the subject site, a substantial part(s) is zoned for “Other Specified Uses (Research and

Development, Education and Cultural and Creative Industries)”. The remaining areas are zoned

for “Commercial” (C), “Government, Institution or Community” (G/IC), “Open Space” (O),

“Other Specified Uses (Sewage Treatment Plant)” and “Other Specified Uses (Ecological Area)”

and “Road”.

2.2.3 According to the OZP, the IT Park will provide a maximum total gross floor area (GFA) of 1.2

million sqm for flexible allocation for high-tech research & development (R&D), higher

education and cultural & creative industries (C&C) uses.

2.3 Environmental Impact Assessment

2.3.1 The development of the Loop is a Schedule 3 Designated Project (DP) under the EIA Ordinance,

including some Schedule 2 DPs where Environmental Permits (EPs) are required prior to the

commencement of construction and operation of those DPs.

2.3.2 The EIA Report completed under the Planning & Engineering (P&E) Study was approved with

conditions by Director of Environmental Protection (DEP) under EIA Ordinance on 25 October

2013 and the EP to construct and operate the DPs was granted by DEP on 22 November 2013.

The Consultants shall follow all the relevant clauses of the EP and the approval conditions to

fulfill the objectives of this Assignment. The approved EIA report is available at EPD’s website.

2.4 Master Planning Study

2.4.1 The HKSTPC, on behalf of the subsidiary company, intends to engage a Master Planning and

Design Consultant Team (MPDCT) to conduct a Master Planning Study with an aim to

demonstrating the appropriate land uses, urban built form, place making themes and development

parameters on the Subject Site, taking into account the constraints of the statutory town plan and

the EIA approval(s) already granted, for the Corporation’s consideration.

2.5 Planning Objectives

2.5.1 The aims of the Master Plan would be to inspire creative, industry-collaborative expressions in

cutting edge research and in all aspects of modern urban life.

2.5.2 The development should be a technological hub for research and development, a place of high

quality inspired by the culture and tradition of collaborative innovation, a campus unique in its

diverse programme and campus experience.

Annex I


2.5.3 It is expected that the Loop development will be

(i) a catalyst which embrace emerging ideas about planning and design that foster

innovation;

(ii) a campus for the future, a smart environment that maximizes energy conservation and

minimize its carbon footprint, while creativity utilizing technology and resources to

connect people and ideas;

(iii) a strong rationale and strategy created, balancing active and inviting places for

collaboration with quiet and secure places for research and discovery;

(iv) a distinctive public space that draws people into it with a vibrant and memorable image;

and

(v) extremely flexible to accommodate unknown development needs in the future.

3.0 SCOPE OF SERVICES

3.1 The MPDCT shall be a multi-disciplinary Consultant Team led by an Architectural Consultant

(AC) in the approved list under AACSB Band 1 Architectural Consultant. The MPDCT shall

include but not limited to the following professionals and/or sub-consultants:

(a) a Master Planning Design Specialist with large-scale master planning experience;

(b) a Traffic Consultant; and

(c) an Environmental Consultant.

3.2 The MPDCT shall be responsible for all aspects of research, design, liaison, consultation, co-

ordination, presentation and preparation of reports.

3.3 The MPDCT shall undertake all necessary meetings, liaison and coordination at all levels with

the Corporation, consultants, all relevant Government departments, District Councils, utility

companies and other parties as and when directed by the Corporation.

3.4 The basic services would include four (4) major stages:

3.4.1 Stage 1 - Analysis, Benchmarking & Visioning

Project Base Maps and Background Materials

Kick-off Workshop

Site Analysis

Opportunities and Constraints Assessment

Culture Influences

Programme Analysis and Benchmarking

Visioning: Development of Goals and Principles

Deliverable: “Project Analysis and Visioning Summary” Report

3.4.2 Stage 2 - Master Plan Concepts and Alternatives

Visioning and Strategies

Regional Development Patterns and Connectivity

Framework Plan(s)

Development Reference Imagery

Preliminary Massing Concepts

Sustainable Concepts (including District Cooling System)

Annex I


Deliverable: “Framework Plan Options and Preliminary Massing” Report

3.4.3 Stage 3 - Final Concept Master Plan & Preliminary Technical Assessments

Concept Master Plan Refinement

Open Space & Public Realm

Roads, Transport and Accessibility

Sustainability Strategies

Preliminary Technical Assessments (Traffic/Drainage/Sewerage/Noise/Visual/Air

Ventilation etc.)

Deliverable: “Final Concept Master Plan” Report

3.4.4 Stage 4 - Detailed Master Plan, Urban Design Guidelines and Technical Assessments

Services and Utilities

Traffic and Transportation

Civil Engineering

Environment

Sustainable Strategies

Deliverable: “Final Master Plan” Report

3.5 The basic deliverables would include but not limited to:

Illustrated planning principles and urban design concepts

Illustrative Master Plan

Development Block / Parcelization Plan

Land Use Plan

Development Typologies Summary

Building Layout Plan

Urban Form Concept & Building Massing

Development Areas Summary

Neighborhood Development Character Plan and Reference Images

Open Space Hierarchy Plan

Illustrative Landscape Concept Plan

Landscape Character Images

External Connections Plan

Street Framework & Hierarchy Plan

Street Sections

Vehicular Circulation Plan

Public Transportation Plan

Pedestrian & Bicycle Circulation Plan

Parking and Service Vehicle Strategy

Sustainability Strategies Summary

Development Phasing Strategy

Technical Assessments (Traffic/Drainage/Sewerage/Noise/Visual/Air Ventilation etc.)

Professional Renderings

Annex I


3.6 Study Period

The overall study period is about nine (9) calendar months, tentatively commencing in December

2017

Annex I


Figure 1- Location Plan

Source: GeoInfo Map by Lands Department (http://www1.map.gov.hk/gih3/index.jsp)

http://www1.map.gov.hk/gih3/index.jsp

Annex I


Figure 2- Site Plan

Source: GeoInfo Map by Lands Department (http://www1.map.gov.hk/gih3/index.jsp)

http://www1.map.gov.hk/gih3/index.jsp

Annex I


Figure 3- Outline Zoning Plan

Source: Statutory Planning Portal (http://www1.ozp.tpb.gov.hk/)

http://www1.ozp.tpb.gov.hk/

Annex II

Annex II - Page 1 of 8





Assessment Criteria for EOI

Item Criterion Proposed

Weighting

1 Appreciation of the key requirements and constraints/risk 10%

2 Approach and strategy in master planning to meet the requirements of

the assignment and innovative idea to develop the master planning

design for this Project

20%

3 Relevant experience of the MPDCT (either the Architectural Consultant

or his/her Master Planning Design Specialist) either in Hong Kong or

elsewhere

30%

(a) Completion of master planning design for projects with a

land area of over 10 hectares in Hong Kong or elsewhere

within the last 5 years (from the submission closing date

of EOI Proposals)

[Base Mark for at least 1 project = 5%; Merit = 5%]

10%

(b) Completion of master planning design for projects (other

than the projects in item (a) above) with a land area of

over 20 hectares in Hong Kong or elsewhere within the

last 5 years (from the submission closing date of EOI

Proposals)


10%

(c) Completion of master planning design for projects (either

as the projects in item (a) or (b) above, or other projects)

that the development nature is a I&T Business Park or

Science Park in Hong Kong or elsewhere within the last 5

years (from the submission closing date of EOI Proposals)


10%

4 Knowledge, experience and capability of core personnel of the MPDCT

(including the Architectural Consultant and Master Planning Design

Specialist)

20%

5 Proposed organization of the MPDCT including the Architectural

Consultant, Master Planning Design Specialist and other sub-

consultants for this Project

20%

Total 100%

Annex II






1. Appreciation of the key requirements and constraints / risks (10%)

(a) [at least 3 project key requirements with elaborations] (5%)

i) [Heading of Key Requirement xxxxx]

- [elaboration]

ii) [Heading of Key Requirement xxxxx]

- [elaboration]

iii) [Heading of Key Requirement xxxxx]

- [elaboration]

(b) [Project constraints/risks, impact and approach to tackle] (5%)

i) [Heading of Project constraints/risks, impact xxxxx]

- [elaboration + approach to tackle]

ii) [Heading of Project constraints/risks, impact xxxxx]


iii) [Heading of Project constraints/risks, impact xxxxx]


Annex II


2. Approach and strategy in master planning to meet the requirements of the assignment

and innovative idea to develop the master planning design for this Project (20%)

(a) [General strategy to meet requirements] (10%)

i) [Heading of General strategy xxxxx]

- [elaboration]

ii) [Heading of General strategy xxxxx]

- [elaboration]

iii) [Heading of General strategy xxxxx]

- [elaboration]

(b) [Innovative idea to develop the master planning design] (10%)

i) [Heading of Innovative idea xxxxx]

- [elaboration]

ii) [Heading of Innovative idea xxxxx]

- [elaboration]

iii) [Heading of Innovative idea xxxxx]

- [elaboration]

Annex II


3. Relevant experience of the MPDCT (either the Architectural Consultant or his/her

Master Planning Design Specialist) either in Hong Kong or elsewhere (30%)

(a) Completion of master planning design for projects with a land area of over 10 hectares in

Hong Kong or elsewhere within the last 5 years (from the submission closing date of EOI

Proposals) [Base Mark for at least 1 project = 5%; Merit = 5%] (10%)

Project Reference No. __

Project Title

and Description

Location HK / Overseas* (Please Specify __________________ )

Type of

Development

I&T Business Park / Science Park / Others *(Please Specify:________)

Date of Master

Planning

Design

Completion

Completion Date ______________(Please specify)

[Master Planning Design completed >5 years from submission close

date of EOI Proposals not to be considered.]

Total Land Area

____________________ hectares

[Land Area < 10 hectares not to be considered]

Type of

Consultancy

Master Planning Study / Other *(Please specify ______________)

By Architectural Consultant / Master Planning Design Specialist*

Name of

Employer

(* Please cross out as appropriate)

(Please provide the supporting information to the job reference such as the consultancy

agreement, certificate of completion in appendix)

Annex II



Master Planning Design Specialist) either in Hong Kong or elsewhere (30%) (Con’t)

(b) Completion of master planning design for projects (other than the projects in item (a) above)

with a land area of over 20 hectares in Hong Kong or elsewhere within the last 5 years (from

the submission closing date of EOI Proposals) [Base Mark for at least 1 project = 5%; Merit

= 5%] (10%)


Project Title

and Description


Type of

Development

I&T Business Park / Science Park / Others *(Please Specify:________)

Date of Master

Planning

Design

Completion




Total Land Area

____________________ hectares

[Land Area < 20 hectares not to be considered]

Type of

Consultancy

Master Planning Study / Other *(Please specify _______________)


Name of

Employer




Annex II



Master Planning Design Specialist) either in Hong Kong or elsewhere (30%) (Con’t)

(c) Completion of master planning design for projects (either as the projects in item (a) or (b)

above, or other projects) that the development nature is a I&T Business Park or Science Park

in Hong Kong or elsewhere within the last 5 years (from the submission closing date of EOI

Proposals) [Base Mark for at least 1 project = 5%; Merit = 5%] (10%)


Project Title

and Description


Type of

Development

I&T Business Park / Science Park (Y/N) *

[Type of Development other than I&T Business Park or Science Park

not to be considered.]

Date of Master

Planning

Design

Completion




Total Land Area

____________________ hectares

Type of

Consultancy

Master Planning Study / Other *(Please specify _______________)


Name of

Employer




Annex II


4. Knowledge, experience and capability of core personnel of the MPDCT (including the

Architectural Consultant and Master Planning Design Specialist) (20%)

[Please refer to Annex IX(A) for the minimum qualification and experience of core personnel]

Position Name Professional

Qualification*

Date of

Awarding

the

Qualification

Years of

Post-

professional

qualification

Additional

Years

above the

Min.

Experience

Length of Service in

Tenderer’s

Company (yrs) and

Position

Director John

Chan

MHKIA 1 Feb 1995 15 yrs 6 yrs 10 yrs, Director

(Example)

Partners /

Directors

(P/D)

AC

MPDS

[Minimum Requirement – A director of a company who is a member of the Board with voting power at

Board meetings of the company and with extensive experience in the relevant field and not less than 15

years post-qualification experience]

Chief

Professional

(CP)

AC

MPDS

[Minimum Requirement – Corporate member of an appropriate professional institution or equivalent

and not less than 12 years relevant post-qualification experience]

Note:

- Only one core personnel of each category to be designated for this EOI submission

- The proposed core personnel of the above 2 categories shall tally with the one proposed in Annex IX.

- The qualifications stated above shall tally with the CV submitted.

Annex II


5. Proposed organization of the MPDCT including the Architectural Consultant, Master Planning

Design Specialist and other sub-consultants for this Project (20%)

(a) List of selected sub-consultants

Selected Sub-consultant

i) Master Planning Design Specialist (MPDS) * _______________________________________

ii) Traffic Consultant (TC) * _______________________________________

iii) Environmental Consultant (EC) * _______________________________________

iv) Others, please specify: -

_____________________________________ _______________________________________

_____________________________________ _______________________________________

_____________________________________ _______________________________________

(b) Organization chart of the Master Planning and Design Consultant Team (MPDCT) in separate sheet

with highlights on the efficiency and effectiveness of the organization

Note:

* The MPDCT is not allowed to change the selected sub-consultants in the subsequent technical

proposal submission without reasonable justification.

(Name of the Consultant) …………………………………….

(Name of the Signatory) ……………………………………

(Position of the Signatory) ……………………………………

(Date) ……………………………………

Annex III

Annex III - Page 1 of 1





Acknowledgement Slip To : Hong Kong Science and Technology Parks Corporation

Attn : Mr Steven Chan / Ms Winne Ma

Fax : (852) 2607 4431 Email : [email protected] and [email protected]


This is to acknowledge the invitation for Expression of Interest (EOI) from the Hong Kong

Science and Technology Parks Corporation and confirm that we will submit / will

NOT submit (*delete as appropriate) the EOI proposal on or before the closing date.

Received by :

Signature :

(Authorized Signature)

Date :

Company Chop :

Note Please note that this acknowledge slip must be completed and returned by 12:00 noon

on 3 October 2017.

mailto:[email protected]

mailto:[email protected]

Annex IV

Annex IV - Page 1 of 1





Template to be marked on the returning envelope

RESTRICTED (TENDER)

To: Chief Project Development Officer Hong Kong Science and Technology Parks Corporation

8/F., Bio-Informatics Centre,

No. 2, Science Park West Avenue,

Hong Kong Science Park,

Shatin, N.T., Hong Kong

Re: Lok Ma Chau Loop Development




Submitted By: _______________________________

Annex V

Annex V - Page 1 of 1





Location of Tender Submission Box

Location Plan of Tender Submission Box at 8/F, Building 2W

Photo of Tender Submission Box at 8/F, Building 2W

Annex VI - Page 1 of 1

Annex VI

Declaration Form by Consultant

on Compliance with the Ethical Commitments Requirements

To: Hong Kong Science and Technology Parks Corporation

Attn.: Mr Simon Wong, Chief Project Development Officer





(1) We confirm that we have complied with the following provisions and have

ensured that our directors, employees, agents and sub-consultants are aware of the

following provisions:

(a) Prohibiting our directors, employees, agents and sub-consultants who are

involved in this Agreement from offering, soliciting or accepting any

advantage as defined in section 2 of the Prevention of Bribery Ordinance,

Cap 201 when conducting business in connection with this Agreement;

(b) Taking all measures as necessary to protect any confidential/ privileged

information or data entrusted to us by or on behalf of the Employer from

being divulged to a third party other than those allowed in this Agreement.

(2) We further confirm that we have ensured that our accountants, insurers and

legal advisers are aware of the provisions requiring us taking all measures as necessary to

protect any confidential/privileged information or data entrusted to us by or on behalf of

the Employer from being divulged to a third party other than those allowed in this

Agreement.

Consultant :

Authorized Title / Name :

Signature

(with Company Chop) :

Date :

Annex VII - Page 1 of 1

Annex VII





List of Sub-consultants Required to be Appointed by

Architectural Consultants

1 Master Planning Design Specialist (MPDS)

2 Traffic Consultant (TC)

3 Environmental Consultant (EC)

Note

Please note that the Consultant shall appoint sub-consultants in the above disciplines as

minimum but the above list shall not be construed to be exhaustive for execution of the

project.

Annex VIII

Annex VIII - Page 1 of 2





Requirements of ISO 9001:2008 Certificate to be Submitted

(1) The consultant shall submit, together with its proposal, a copy of its ISO 9001:2008

certificate acceptable to the Employer showing the scope of certification and a

statement either:

(A) confirming that no area/aspect in the consultancy agreement which its quality

system specifically excludes; or

(B) disclosing the areas/aspects in the consultancy agreement which its quality

system specifically excludes.

(2) Subject to the following paragraphs, submissions from consultants who have not

obtained ISO 9001:2008 certification on or before the date of this invitation may not be

considered.

(3) If the consultant, due to circumstances beyond its control, has not obtained ISO

9001:2008 certification but a full review of the Quality Manual of its Hong Kong office

has been carried out in Hong Kong by a certification body acceptable to the Employer

and such Quality Manual has been confirmed by the certification body as being in

conformity with the requirements of ISO 9001:2008 standard on or before the date of

this invitation, the submission by the consultant will still be considered provided that

the consultant shall undertake in writing if it is awarded the consultancy agreement, to

book within three months of the award of the consultancy agreement, the date of audit

for the ISO 9001:2008 certification with the certification body; with detailed

documented quality system procedures ready at the time of booking. The booking of

the audit shall be a condition precedent to the consultant's entitlement to any payment

or any further payment of fees under the consultancy agreement.

(4) If the consultant whose scope of certification excludes site activities service which is

required to be provided by the consultant under the consultancy agreement, its

submission will be considered to be non-conforming in respect of the certification

requirements. If the consultant can prove to the satisfaction of the Employer that such

exclusion is due to circumstances beyond its control, the proposal may still be

considered to be conforming in respect of the certification requirements provided that

the consultant shall undertake in writing that if the consultant is awarded the

consultancy agreement, it shall apply within three months of the award of the

consultancy agreement to the certification body for revision of its current scope to

cover site activities service; with detailed documented quality system procedures ready

at the time of applying for revision. The submission of an application for revision of

the scope of its ISO 9001:2008 certification to cover site activities service shall be a

Annex VIII

Annex VIII - Page 2 of 2

condition precedent to the consultant's entitlement to any payment or any further

payment of fees under the consultancy agreement.

(5) If the consultant is a joint venture, the consultant shall submit, together with its

statement declaring that it shall implement the quality system of one of its participants

or shareholders, and specifying which one. The reference to ISO 9001:2008 certificate,

ISO 9001:2008 certification and Quality Manual referred to in (1) to (4) above shall

refer to that of the specified participant or shareholder. The consultant shall also submit

a copy of the written notification to the certification body of the specified participant or

shareholder that the joint venture shall implement the quality system by the specified

participant or shareholder and the written agreement of all participants, or as the case

may be, shareholders of the joint venture that the activities of the joint venture shall be

subject to the surveillance of the certification body.

Annex IX – Page 1 of 4

Annex IX





Guidelines for the Preparation of Staffing Proposal

Consultants shall complete the standard form attached to this Annex for compliance with the

following requirements:

(a) Curriculum vitae of the proposed personnel shall be submitted with the EOI proposal

irrespective of whether the proposed staff have been submitted to AACSB. Those proposed

staff without curriculum vitae submitted would normally be disregarded in the assessment of

EOI proposals.

(b) Consultants shall declare the employment status of their proposed fulltime and non-fulltime

core personnel / and those of their sub-consultants. For non-fulltime personnel, consultants

shall provide an undertaking signed by the non-fulltime core personnel confirming the

percentage of time of their involvement if the Consultancy is awarded to the consultant

concerned. Non-fulltime core personnel shall include, but not be limited to:-

(1) freelance staff who serve other firms as independent consultants,

(2) fulltime staff who occasionally serve other firms as part-time staff, and

(3) staff who would be hired if the consultant was awarded the consultancy agreement.

(c) Consultants shall declare the current work commitment of their proposed core personnel / and

the core personnel proposed by their sub-consultants in ongoing consultancy agreements.

(d) Consultants shall indicate the specific calendar weeks/months during which their named core

personnel will NOT be available for the Consultancy.

(e) For the purpose of preparing staffing proposal, “core personnel” shall mean those consultant’s

staff such as project managers, partners in charge, project directors or specialists.

Annex IX


Consultant’s Declaration of Staffing Proposal in Application for Expression of Interest (EOI)




(a) We propose the Core Personnel in the following catergries for the assessment of EOI proposal.

No. Name HKID No. Post Professional /

Technical (P/T)

Date of Joining

the Firm

(DD/MM/YY)

Qualifications Substantiations for the

Employment and

Qualifications of the Staff

Submitted (Y/N)

1.

#Partners / Directors

(P/D) – AC

2.


(P/D) – MPDS

3.

#Chief Professional

(CP) – AC

4.

#Chief Professional

(CP) – MPDS

# The proposed core personnel should be tally with the one proposed in Annex II – Proforma.

(

Name of the Consultant) ……………………………………………....

(Signature) …………………………..…………

(Name and Post of the Signatory) ….………………..…………………

(Date)………………………………………...…

Annex IX


(b) We confirm that the following information on our proposed CORE PERSONNEL and those of our sub-consultants is true:

No.

Name HKID No. Post Fulltime/

Non-

fulltime

(F/N)

Current Work

Commitment in

Ongoing

Consultancy

Agreements

Calendar Weeks/Months

During Which the Staff

Will Not be Available

Degree of Involvement (For Non-

fulltime Personnel ONLY)

% of Staff’s

Overall Working

Time

Signature of Staff

1.


(P/D) – AC

2.


(P/D) – MPDS

3.

#Chief Professional

(CP) – AC

4.

#Chief Professional

(CP) – MPDS

# The proposed personnel should be tally with the one proposed in Annex II – Proforma.

(

Name of the Consultant) ……………………………………………....

(Signature) …………………………..…………

(Name and Post of the Signatory) ….………………..…………………

(Date)………………………………………...…

Note

(i) The information in (b) above shall form part of the EOI assessment under 4. Knowledgement, experience and capacity of core personnel of the criteria.

The core personnel in specific role/position shall fulfill the minimum experience in Annex IX(A).

Annex IX(A)


Minimum Qualification and Experience of Core Personnel

Staff

Category

Minimum Academic/ Professional

Qualifications Note 1

Minimum Post Qualification /

Academic Experience

RequirementNote 1

Partners /

Directors

(P/D)

A director of a company who is a member of

the Board with voting power at Board

meetings of the company and with extensive

experience in the relevant field

15 years relevant post-

qualification experience

Chief

Professional

(CP)

Corporate member of an appropriate

professional institution or equivalent

12 years relevant post-

qualification experience

Note 1:

The requirement of “professional qualification” and the requirement of “qualification” for counting “post-

qualification experience” should correspond with the qualifications of the relevant disciplines stated in

Appendix 1 to the AACSB Handbook, where applicable. For Master Planning Design Specialist (MPDS),

the appropriate professional institution means the Hong Kong Institute of Planners (HKIP) or equivalent.

Only the qualification and experience obtained by the proposed staff on or before the original closing date

for submission of EOI Proposal shall be counted.

Weighting of core personnel in the key professional disciplines

Consultant Role/Position Weighting

Architectural Consultant

(AC)

Partners / Directors (P/D) 5%

Chief Professional (CP) 5%

Master Planning Design

Specialist (MPDS)

Partners / Directors (P/D) 5%

Chief Professional (CP) 5%

Total 20%

In EOI assessment, grades of “very good”, “good”, “fair” ,“poor” and “not submitted” will be given. The marks

corresponding to these grades are tabulated as follows.

Grade Mark Criteria

Not Submitted 0 If no personnel is designated

Poor 30 If the personnel fails to satisfy the minmim qualification and

experience

Fair 60 If the personnel satisfy the minimum qualification and experience

Good 80 If the personnelcan meet the minimum qualification and

experience plus at least additional 5 years of relevant experience

Very Good 100 If the personnelcan meet the minimum qualification and

experience plus at least additional 10 years of relevant experience

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