technical specifications preparation gui del lines
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BRIEF GUIDELINE FOR PREPARATION OF
TECHNICAL SPECIFICATIONS
General:
The Technical Specifications for different Goods and Works varies considerably with respect to the requirement, availability of the Goods
and other constraints.
Content of Specifications:
The table below provides a list of information that may be included in a specification and some guidelines and examples on what theyshould contain.
TTOPICOPIC GGUIDELINESUIDELINES SSAMPLEAMPLE GGOODSOODS SSAMPLEAMPLE WWORKSORKS
Title Use a simple and broad description of the
specified Goods for the title.
Supply of Ten 2.5 L
Double Cab 4WD for
MCA-Lesotho
Excavation for Structure
Background
Information
A carefully-written introduction usually increases
potential suppliers/contractors interest in the
invitation and helps them understand the needs.
Further, an understanding of the purpose can be
useful to ensure that offered products are fit for the
intended purpose.
Only where we need to
explain the things such
as status of
place/location/situation
. Describe any part or
prior Goods installed
by the previoussupplier, which is
existing at site.
The construction will be carried out for
the bridge site at Maseru, near
The area is dry and full of stones. The
water level is very low, etc.
Standards Standards are the most common document referred to The vehicle supplied The South African Standard that is SABS
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TTOPICOPIC GGUIDELINESUIDELINES SSAMPLEAMPLE GGOODSOODS SSAMPLEAMPLE WWORKSORKS
in a specification.
Refer as much as possible to international standards
such as ISO, EN, etc. rather than national standards as
this might limit the competition.
If a specific standard is not mandatory, indicate or
equivalent standards.
should be
manufactured
according to
international Standards.
will be used for carrying out the
excavation Works.
SpecificConstraints
and
Limitations
Some examples of specific constraints and limitationsare:
Operating conditions, e.g. minimum and maximum
temperatures, noise, pressure, humidity, wind
velocity, altitude, dust, etc.
Physical space available for installing equipment.
Compatibility with existing equipment, systems, etc.
Availability of power supply, Water etc.
All the cars should beof white colour, to
comply the colour of
the institution.
The excavation will be carried out between two existing structures. The
contractor shall be responsible for safety
and shall take all measures to prevent
damage to existing structures.
The location of construction site is
beside a Primary School, hence the
contractor take all precautionarymeasures to avoid sound pollution.
Requirements This describes the requirement in detail. Function: 4WD
Performance: All
Terrain Vehicle
Engine Technical:
Capacity: Such as
Engine 3 L Diesel,
Transmission: 5-Speedmanual etc.
Excavation for structures shall consist of
the removal of material for the
construction of foundations for bridges,
culverts, retaining walls, headwalls,
cutoff walls, pipe culverts and other
similar structures, in accordance with the
requirements of these Specifications andthe lines and dimensions shown on the
drawings or as indicated by the Engineer.
The work shall include construction of
the necessary cofferdams and cribs and
their subsequent removal; all necessary
sheeting, shoring, bracing, draining and
pumping; the removal of all logs,
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TTOPICOPIC GGUIDELINESUIDELINES SSAMPLEAMPLE GGOODSOODS SSAMPLEAMPLE WWORKSORKS
stumps, grubs and other deleterious
matter and obstructions, necessary for
placing the foundations; trimming
bottoms of excavations; backfilling and
clearing up the site and the disposal of all
surplus material. The excavation will beof any type of soils and up to depth of 10
meters.
Construction
Operation
How the Works will be carried out. Not Applicable Construction Operation: Setting out,
Excavation, Dewatering and protection,
Preparation of foundation, Public safety,
Backfilling, Disposal of surplus
excavated materials.
Marking Possible marking requirements (to be agreed with
end-user or Project Coordinator) are:
identification marking
manufacturers name
model number
manufacturing standard
warnings (e.g. if fragile equipment).
Name of the Goods:
1.8 L, Petrol Sedan for
MCA-Lesotho
Manufacturer: Toyota,
Model: 2008
Not Applicable in General
Packing Items may need to be packed before delivery to
protect them from damage during shipment and
storage:
If special packing is needed this must be specified:
cartons, wooden box, wooden crates, containers, etc.
If a particular size or condition of the container (e.g.
refrigerated) is required, this must be specified.
The packing materials
will not be returned,
the ownership of
packing material will
be of Purchaser.
Not Applicable in General
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If the organization wants to keep the containers,
pallets or other packing material, this should also be
specified.
Packaging Some Goods may be available with different
packaging options such as the size & composition of
the container.
Where different possibilities exist, specify what isrequired, for example, computer screen cleaning
fluid in 100ml plastic bottles.
The Goods should be
delivered in a container
if they will be shipped
by sea.
Not Applicable in General
Quality Specifying quality requirements reduces risks
associated with the Goods.
For Example: Only
Goods produced bysuppliers adhering to
the ISO 9000 quality
system are acceptable
For construction Works, the following or
similar language should be added:Materials used in construction must pass
the respective test of materials specified
in SABS. Further, the construction must
be carried out as per SABS
Testing For some Goods, testing might be required:
By the supplier (the buyer should specify the testing
requirements).
By a third-party organization. If testing is specified, the provision of test resultsshould be specified as well.
Specific Equipment
needs testing to
determine if it providesthe required out put.
Results of the testingalso need to be
provided as proof that
the equipment testing
was carried out.
The following tests will be carried out:
Compaction: Must be 95% of Maximum
Dry Density.
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This Brief Guideline for the Preparation of Technical Specifications was prepared to assist you in the drafting the Specifications for Goodsand Works requirements. Its use is voluntary and it is not necessary to use all the topics covered in the preparation of your Specifications.
The person drafting the Technical Specifications must have a detailed knowledge of the requirement and availability of the Goods or
contractors in the market. He/She should also use from these guidelines whatever is relevant to the Goods to be procured or Works to be
constructed. He/She is encouraged to add other specific information useful to the bidders for successful preparation of their bids and the
eventual execution of the contract.
Following below are additional things to consider when drafting technical specifications.
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THINGSTO CONSIDER WHEN DRAFTING TECHNICAL SPECIFICATIONS:
1. Precise, clear and descriptive specifications (standards of materials and workmanship
required, details of all factory tests required (type and number), details of all work
required to achieve completion, details of all pre-commissioning and commissioning
activities to be performed by the Contractor; and details of all functional guaranteesrequired and liquidated damages to be applied in the event that such guarantees are not
met).
2. Specifications must be drafted to permit the widest possible competition.
3. A clear statement of the required standards of workmanship need to be provided.
4. Specifications should clearly state that Goods should be new and unused and most recent
model (if applicable).
5. Provide drawings to clarify the specifications and understanding of the requirement.
6. If the contractor or Supplier is responsible for design too, then it must be stated clearly in
the specification;.
7. Care must be taken in drafting specifications to ensure that they are not restrictive to a
particular supplier/make/manufacturer, etc.
8. Whenever possible provide the reference of standard specifications (Especially for Works
Contract).
9. When reference is made to make or brand name, the statement or substantially
equivalent must be included in the description of the specifications to communicate to
potential bidder that equivalent Goods are also acceptable.
10. It is recommended that essential technical and performance characteristics and
requirements, including minimum or maximum acceptable values, as appropriate, be
summarized in a specific section, to be completed by the bidder against the requirement
and submitted as an Attachment to the Bid Form.
11. Only the minimum acceptable standards for certain essential technical features should be
specified in the technical specifications.
12. The person drafting the Technical Specification must have knowledge of the current stateof relevant market(s).
13. Delivery duration, packaging needs to be decided based on the requirement, availability
of goods in market and type of Goods to be procured.
14. Incorporate environmental consideration issues into specifications or conditions of
contract.
15. In cases where the MCA Entity is procuring the Goods for all PIUs (Bulk Procurements)
it is very important for the MCA Entity to interact with all PIUs during the preparation of
the Technical Specifications to ensure that the right Goods in adequate quantities areordered and delivered to the right place, at the right time.
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16. How the Quality of the Works will be tested and maintained (Quality Control Procedure)
need to be incorporated in Works contract.
Further information of Technical Specifications for Goods Procurement can be found inMCC Guidance on Over-Specification in the Procurement of Goods, available at:
http://www.mcc.gov/documents/mcc-ppg-overspecificationintheprocurement.pdf
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http://www.mcc.gov/documents/mcc-ppg-overspecificationintheprocurement.pdfhttp://www.mcc.gov/documents/mcc-ppg-overspecificationintheprocurement.pdf