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Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
Public Tendering in Mexico
Carlo Orsenigo – Mexico Country Manager
About CH2M HILL
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
 Founded in 1946, with our main headquarters in Denver, Colorado, U.S.A.
CH2M HILL is a leading firm for the supply of program management services,
project and engineering management.
 We have 30,000 employees, 247 permanent offices around the world and are
present in every continent.
 In 2012 our income was US$7 MM
 an employee owned company
 Some of our most challenging projects include:
 2012 London Olympic Games
Development management of all complexes and infrastructure.
 Abu Dhabi National Oil Company (ADNOC) Shah Field
Development of sour gas reserves
 Masdar City
The first entirely sustainable city, with zero waste and neutral carbon emissions
 Emirates Nuclear Energy Corporation (ENEC)
Management of the civil nuclear energy program of the United Arab Emirates for 10 years
 Management of the Panama Canal’s Extension Program
Increasing the capacity of the canal to support post-panamax vessels.
About CH2M HILL
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
 With 20 years of operation in Mexico, CH2M HILL Mexico currently employs more than 450 professionals.
 Services: Engineering, Design, Consulting, Procurement, Construction Management, Project
Management and Program Management.
 Markets: Energy, Industry, Water, Environment, Infrastructure and Transportation.
About CH2M HILL Mexico
General Public Tendering
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
Tendering is defined as the act of inviting suppliers to bid with the
purpose of supplying products or services to the Government in order for
the latter to obtain the best deal on quality and price from the contractors
or suppliers.
For explanatory purposes the Municipal or State Tenders will not be part of
this presentation.
Regulatory Framework
• Law of Public Works and Related Services (Ley de Obras Públicas y Servicios
Relacionados con las Mismas)
• Law of Acquisition, Leasing and Public Sector Services (Ley de Adquisiciones,
Arrendamientos y Servicios del Sector Público)
• PEMEX Law
• Law of Acquisitions, Alienations and leases of Real Estate (Ley de Adquisiciones,
Enajenaciones y Arrendamientos de Bienes Inmuebles)
General Public Tendering
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
In assigning economic resources for contracts for purchases, leases,
services and public works, the government calls for any of the following:
I. •Public bid
II. Invitation for tenders addressed to at least three persons
III. Direct award
General Public Tendering
Public Bids
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
I. National: Mexican bidders: the goods or services to be purchased or leased
must have been produced in the country and consist of at least fifty percent
national content.
II. International: Mexican and foreign bidders from countries with whom Mexico
has subscribed FTAs pursuant to the rules on origin established by the
treaties.
III. International & Open: both Mexican and foreign bidders may bid, regardless
of the origin of the goods to be purchased, leased or the services to be hired.
Article 28 of LAASSP and 30 of LOPSRM.
Public bids may be:
Types of Public Bids
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
Prior to publication of a public competitive
bid, the offices and entities may disclose the
relevant project through compranet, for at least
ten business days. During that time they are open
to receiving pertinent comments at the electronic
address provided for that purpose. Comments
and opinions on the public competitive bid project
will be analyzed by the offices and entities so
that, if appropriate, they can be taken into
account to improve the project.
Public tendering begins with the publication of
the competitive bid and, in the case of invitation,
to at least three persons, delivery of the first
invitation; both procedures conclude with the
issuance of the decision or, if applicable,
cancellation of the corresponding procedure.
Public Bid Procedure
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
Term for submittal and opening
I. The term for international bids may not be less than twenty calendar days from
the date of publication of the bid in compranet.
II. The term for national bids shall be at least fifteen calendar days from the
publication of the bid.
III. The term for international public bids may not be less than forty calendar days.
The competitive bid
THE BID WILL BE PUBLISHED THROUGH COMPRANET AND
ITS DISTRIBUTION SHALL BE FREE OF CHARGE. A
summarized version will be simultaneously sent for publication in
the official federal gazette.
Public Bid Procedure
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
The summary of the bid should include:
I) Object of bid
II) Volume of acquisition
III) Bid number
IV) Dates established for contract procedure to take place
V) Date of publication in Compranet, and a copy of the contents of
the bid shall be made available to bidders.
Public Bid Procedure
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
I. To have more than one year’s experience, except for duly justified cases.
II. To have previously entered into agreements with the requesting party or with any
particular office or entity.
III. Equity. Unless the requesting party deems it necessary for the bidder to evidence
economic capacity, it shall be established as a requirement that the bidder’s income
equate to up to twenty percent of the total amount of its offer.
The establishment of requirements favoring
any given bidder or bidders in the public
competitive bid shall be cause for
administrative liability. Therefore the bid may
not contain requirements restricting the free
participation of interested parties, such as:
Public Bid Procedure
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
IV. To have branches or regional or state representatives, unless it becomes necessary in
order to supply the goods or provide the services under the required terms;
V. To be registered in the unique supplier register or in product or service quality registers
that have been established to facilitate the assessment of offers.
VI. That the goods to be purchased or leased be of a particular brand, except for the cases
duly justified in accordance with LAASP and its regulations.
Public Bid Procedure
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
The clarification requests may be sent through Compranet or be delivered in
person, depending on the type of tender, no later than twenty-four hours prior to the
date and time indicated for the clarification meeting to take place.
The minutes of each clarification meeting shall be recorded, including the questions
asked by the interested parties and the answers of the requesting party.
Persons intending to request clarification
regarding the contents of the bid, should
file a writ expressing their interest to take
part in the bid, pro se or through a
representative, and in any case including
all the information of the interested party
and of its representative, if applicable.
Clarification Meetings
Proposals
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
17
The submittal of proposals is a stage in which the interested parties who meet
the terms of the bid are allowed to submit their offers, which shall include three
requisites:
SUBJECTIVE. Attest legal capacity and the
absence of disqualifications to lawfully submit
proposals.
OBJECTIVE. Contents of the proposals grouped
in two categories: PURPOSE and PRICE.
FORMAL. To submit the proposal in writing or
through the electronic medium authorized by
S.F.P.; in Spanish and distinctively and precisely
signed and/or electronically signed; in a closed
envelope (sobre cerrado) or through Compranet.
Proposals
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
For the assessment of proposals, the offices and entities shall use the criteria
described in the public bid.
In all cases bidders must verify that the proposals meet the requirements
established in the competitive bid:
 The use of a binary assessment criteria, by virtue of which the bid is
awarded only to the one meeting all the requisites set forth by the
requesting party and offering the lowest price.
 Whenever the offices and entities require goods, leasings or services that
imply a high degree of technical expertise or technology innovation, the
assessment criteria of points and percentages or cost-benefit must be
used.
Proposals Assessment
Final Recommendations
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
 Select the niche market in which you wish to participate.
 The official language is Spanish. Documents in foreign language require official
translation.
 Taking in consideration the “National Integration Degree”.
 Evaluate the possibility and form of partnering (joint Venture, Specific Purpose
Company, etc).
 Know the regulatory frame and the Compranet system.
 Make sure that you purchase or obtain the RFP (Bidding documents), and/or enroll
in the process, as applicable. Read carefully and in detail the RFP.
 Provide all legal documentation requested in time and form, even if it seems
useless or irrelevant. (apostilled).
Final Recommendations
Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential
Final Recommendations
 Give special attention to the references requested: comply with the form.
 Bids cannot be qualified or conditioned.
 Do not submit alternatives, unless expressly requested.
 Submit all required questions or clarifications in the Clarification Meetings: these
are the only official possibilities to clarify doubts, point out inconsistencies, etc.
 Read carefully, and take into account, the causes of disqualification.
 Verify and abide by the Bidding Schedule.
 Contracts can be commented in Q&A sessions, but eventually cannot be
negotiated.
Discussion

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Understanding the Tender Process in Mexico

  • 1. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential Public Tendering in Mexico Carlo Orsenigo – Mexico Country Manager
  • 3. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential  Founded in 1946, with our main headquarters in Denver, Colorado, U.S.A. CH2M HILL is a leading firm for the supply of program management services, project and engineering management.  We have 30,000 employees, 247 permanent offices around the world and are present in every continent.  In 2012 our income was US$7 MM  an employee owned company  Some of our most challenging projects include:  2012 London Olympic Games Development management of all complexes and infrastructure.  Abu Dhabi National Oil Company (ADNOC) Shah Field Development of sour gas reserves  Masdar City The first entirely sustainable city, with zero waste and neutral carbon emissions  Emirates Nuclear Energy Corporation (ENEC) Management of the civil nuclear energy program of the United Arab Emirates for 10 years  Management of the Panama Canal’s Extension Program Increasing the capacity of the canal to support post-panamax vessels. About CH2M HILL
  • 4. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential  With 20 years of operation in Mexico, CH2M HILL Mexico currently employs more than 450 professionals.  Services: Engineering, Design, Consulting, Procurement, Construction Management, Project Management and Program Management.  Markets: Energy, Industry, Water, Environment, Infrastructure and Transportation. About CH2M HILL Mexico
  • 6. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential Tendering is defined as the act of inviting suppliers to bid with the purpose of supplying products or services to the Government in order for the latter to obtain the best deal on quality and price from the contractors or suppliers. For explanatory purposes the Municipal or State Tenders will not be part of this presentation. Regulatory Framework • Law of Public Works and Related Services (Ley de Obras Públicas y Servicios Relacionados con las Mismas) • Law of Acquisition, Leasing and Public Sector Services (Ley de Adquisiciones, Arrendamientos y Servicios del Sector Público) • PEMEX Law • Law of Acquisitions, Alienations and leases of Real Estate (Ley de Adquisiciones, Enajenaciones y Arrendamientos de Bienes Inmuebles) General Public Tendering
  • 7. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential In assigning economic resources for contracts for purchases, leases, services and public works, the government calls for any of the following: I. •Public bid II. Invitation for tenders addressed to at least three persons III. Direct award General Public Tendering
  • 9. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential I. National: Mexican bidders: the goods or services to be purchased or leased must have been produced in the country and consist of at least fifty percent national content. II. International: Mexican and foreign bidders from countries with whom Mexico has subscribed FTAs pursuant to the rules on origin established by the treaties. III. International & Open: both Mexican and foreign bidders may bid, regardless of the origin of the goods to be purchased, leased or the services to be hired. Article 28 of LAASSP and 30 of LOPSRM. Public bids may be: Types of Public Bids
  • 10. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential Prior to publication of a public competitive bid, the offices and entities may disclose the relevant project through compranet, for at least ten business days. During that time they are open to receiving pertinent comments at the electronic address provided for that purpose. Comments and opinions on the public competitive bid project will be analyzed by the offices and entities so that, if appropriate, they can be taken into account to improve the project. Public tendering begins with the publication of the competitive bid and, in the case of invitation, to at least three persons, delivery of the first invitation; both procedures conclude with the issuance of the decision or, if applicable, cancellation of the corresponding procedure. Public Bid Procedure
  • 11. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential Term for submittal and opening I. The term for international bids may not be less than twenty calendar days from the date of publication of the bid in compranet. II. The term for national bids shall be at least fifteen calendar days from the publication of the bid. III. The term for international public bids may not be less than forty calendar days. The competitive bid THE BID WILL BE PUBLISHED THROUGH COMPRANET AND ITS DISTRIBUTION SHALL BE FREE OF CHARGE. A summarized version will be simultaneously sent for publication in the official federal gazette. Public Bid Procedure
  • 12. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential The summary of the bid should include: I) Object of bid II) Volume of acquisition III) Bid number IV) Dates established for contract procedure to take place V) Date of publication in Compranet, and a copy of the contents of the bid shall be made available to bidders. Public Bid Procedure
  • 13. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential I. To have more than one year’s experience, except for duly justified cases. II. To have previously entered into agreements with the requesting party or with any particular office or entity. III. Equity. Unless the requesting party deems it necessary for the bidder to evidence economic capacity, it shall be established as a requirement that the bidder’s income equate to up to twenty percent of the total amount of its offer. The establishment of requirements favoring any given bidder or bidders in the public competitive bid shall be cause for administrative liability. Therefore the bid may not contain requirements restricting the free participation of interested parties, such as: Public Bid Procedure
  • 14. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential IV. To have branches or regional or state representatives, unless it becomes necessary in order to supply the goods or provide the services under the required terms; V. To be registered in the unique supplier register or in product or service quality registers that have been established to facilitate the assessment of offers. VI. That the goods to be purchased or leased be of a particular brand, except for the cases duly justified in accordance with LAASP and its regulations. Public Bid Procedure
  • 15. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential The clarification requests may be sent through Compranet or be delivered in person, depending on the type of tender, no later than twenty-four hours prior to the date and time indicated for the clarification meeting to take place. The minutes of each clarification meeting shall be recorded, including the questions asked by the interested parties and the answers of the requesting party. Persons intending to request clarification regarding the contents of the bid, should file a writ expressing their interest to take part in the bid, pro se or through a representative, and in any case including all the information of the interested party and of its representative, if applicable. Clarification Meetings
  • 17. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential 17 The submittal of proposals is a stage in which the interested parties who meet the terms of the bid are allowed to submit their offers, which shall include three requisites: SUBJECTIVE. Attest legal capacity and the absence of disqualifications to lawfully submit proposals. OBJECTIVE. Contents of the proposals grouped in two categories: PURPOSE and PRICE. FORMAL. To submit the proposal in writing or through the electronic medium authorized by S.F.P.; in Spanish and distinctively and precisely signed and/or electronically signed; in a closed envelope (sobre cerrado) or through Compranet. Proposals
  • 18. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential For the assessment of proposals, the offices and entities shall use the criteria described in the public bid. In all cases bidders must verify that the proposals meet the requirements established in the competitive bid:  The use of a binary assessment criteria, by virtue of which the bid is awarded only to the one meeting all the requisites set forth by the requesting party and offering the lowest price.  Whenever the offices and entities require goods, leasings or services that imply a high degree of technical expertise or technology innovation, the assessment criteria of points and percentages or cost-benefit must be used. Proposals Assessment
  • 20. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential  Select the niche market in which you wish to participate.  The official language is Spanish. Documents in foreign language require official translation.  Taking in consideration the “National Integration Degree”.  Evaluate the possibility and form of partnering (joint Venture, Specific Purpose Company, etc).  Know the regulatory frame and the Compranet system.  Make sure that you purchase or obtain the RFP (Bidding documents), and/or enroll in the process, as applicable. Read carefully and in detail the RFP.  Provide all legal documentation requested in time and form, even if it seems useless or irrelevant. (apostilled). Final Recommendations
  • 21. Copyright [insert date set by system] by [CH2M HILL Entity] • Company Confidential Final Recommendations  Give special attention to the references requested: comply with the form.  Bids cannot be qualified or conditioned.  Do not submit alternatives, unless expressly requested.  Submit all required questions or clarifications in the Clarification Meetings: these are the only official possibilities to clarify doubts, point out inconsistencies, etc.  Read carefully, and take into account, the causes of disqualification.  Verify and abide by the Bidding Schedule.  Contracts can be commented in Q&A sessions, but eventually cannot be negotiated.