Letter Of Invitation q3y9
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Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts 1.0
Page 1 of 5
PURPOSE This Work Method is intended to be used for the procurement of low risk, low value, sublet work which is defined by the applicable drawings and specifications. It should not be used where the subcontractor would be expected to engage in design or engineering activities as part of his services. Pricing can be either firm lump-sum or firm unit prices, including or excluding sales and use taxes. However, the total subcontract price cannot exceed $25,000.00.
2.0
SCOPE The field subcontract is to be used typically in a field environment for low risk, low value work where minimal time is allowed for the placement of the subcontract. If time allows or risk is assessed as moderate or high, formal subcontract procedures should be used. Only those with Field Subcontracts Authority may secure bids or issue field subcontracts.
2.0
RESPONSIBILITIES The Project Procurement and Materials Representatives are responsible for ensuring that the working practices established by the Work Method are implemented.
4.0
TEXT
4.1
Instructions for the Preparation of Field Subcontract 1.
"General Contractor" Enter name and address at top of page 1.
2.
"Page 1 of
"
Count all drawing sheets, pages of specifications, pages of Special Conditions, pages of General Conditions (6), and the pages of any other attachments, plus one (1) for the Field Subcontract itself, and enter here. 3.
"Effective Date"
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts
Page 2 of 5
Enter the date that the agreement was reached with the Subcontractor. This may be, but would not necessarily be, the same as the "Date Signed" by a principal of the Subcontractor and the Project Manager (or his duly authorized representative). 4.
"Subcontract Number" Short Form/Field Subcontracts shall be sequentially numbered.
5.
"Requisition No." Enter the Material Requisition Number that authorized this Subcontract in accordance with Project Procedure / Guidelines.
6.
"Kellogg Brown & Root Job Number / ing Code" Enter the appropriate Job Number and ing Code.
7.
"Project Name" Enter the project Name, or Client Name and Project Location.
8.
"State Contractor's License Number" If the project is in a state that requires state licensing of contractors, enter the Subcontractor's State License Number here. Otherwise insert "N/A". The Procurement Materials Department will assist you in the determination of this requirement.
9.
"State" Enter the state's name is a State Contractor's License Number is entered in 6. Otherwise insert "N/A".
10.
"Date of Issue" Enter the date of issue of the Subcontractor's State Contractor's License Number. Otherwise insert "N/A".
11.
"Subcontractor" Enter the Subcontractor's complete responsible individual and phone number.
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
name,
mailing
address,
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts 12.
Page 3 of 5
"Sublet Work" Enter a concise and precise statement of the work to be performed by the Subcontractor.
13.
"Drawings & Specifications" List the drawings and specifications applicable to the performance of the sublet work. Include title, number and date of original issue, as well as the number and date of issue of each revision.
14.
"Time of Performance" Enter the schedule for the start and comparison of the sublet work. "Per project manager's instructions" or any other like statement is not sufficient.
15.
"Price" Enter the firm lump-sum price, including all applicable sales and use taxes. If firm unit prices must be used, specify the estimated or exact quantities as well as units of measure for each quantity, and extend them to show the maximum expenditure will not exceed $25,000.00.
16.
" of Payment" Normally will be "Net 30/No Retainage". However, if there will be progress payments, or if retainable will be withheld, it must be so stated.
17.
"Correspondence" Enter the jobsite mailing address, as well as the full name and job title of the individual to whom all correspondence and invoices will be sent.
18.
"Attachments" Copies of all attachments will be affixed to all copies of the executed Field Subcontract. Drawings and specifications listed in 13 should not be entered here. a.
Standard General Conditions will be attached to all copies of every executed Field Subcontract, unless there is a project
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts
Page 4 of 5
specific set of General Conditions. Where Special Conditions for the project have been developed, they will be attached to all copies of every executed Field Subcontract.
19.
b.
Two (2) copies of the Affidavit for Subcontract will be attached to the Subcontractor's copy of the executed Field Subcontract.
c.
Direct Payment Tax Exemption Certificate or Resale Certificate if applicable.
"Subcontractor" Enter the complete name of the Subcontractor.
5.0
20.
"Signature & Date Signed"
21.
Have the Subcontractor and the Authorized General Contractor Representative sign and date the Field Subcontract. "Document Distribution" a.
Original to Subcontractor, with copies of all specifications, drawings and attachments affixed.
b.
Balance of distribution should be in accordance with the project distribution matrix.
ASSOCIATED HMS DOCUMENTS WM-GL-KBR-MP-SC004
Subcontracts istration
6.0
REFERENCE DOCUMENTS
6.1
Documents identified in this Work Method that are not attached include:
6.2
Attachment 1.
Short Form/Field Subcontract
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
DEVELOP FIELD SUBCONTRACTS
WM-GL-KBR-MP-SC012 ATTACHMENT 1 - PAGE 1 OF 1
(NAME / ADDRESS)
GENERAL CONTRACTOR:
SHORT FORM /FIELD SUBCONTRACT PAGE
1
EFFECTIVE DATE
OF
SUBCONTRACT NUMBER
GENERAL CONTRACTOR JOB NUMBER / ING CODE
PROJECT NAME
STATE CONTRACTOR’S LICENSE NUMBER
STATE
PRODUCT CODE
VENDOR NUMBER
REQUISITION NO.
DATE OF ISSUE
SUBCONTRACTOR FOR SUBCONTRACTS: THE SUBCONTRACT APPEARING BELOW TOGETHER WITH THE GENERAL CONDITIONS AND ATTACHMENTS HERE TO FORM THE PROVISIONS OF THE ENTIRE SUBCONTRACT.
SUBCONTRACT SUBLET WORK:
DRAWINGS & SPECIFICATIONS:
TIME OF PERFORMANCE:
PRICE:
THE PRICE, WHICH IN THE AGGREGATE, INCLUDING ALL CHANGE ORDERS, SHALL NOT EXCEED $25.000.00. THE PRICE(S) ARE ______CLUSIVE OF ALL APPLICABLE SALES, USE AND OTHER TAXES UNLESS EXPLICITLY STATED OTHERWISE.
OF PAYMENT:
CORRESPONDENCE:
PRIOR TO COMMENCEMENT OF ANY WORK UNDER THIS SUBCONTRACT, SUBCONTRACTOR MUST FURNISH GENERAL CONTRACTOR WITH INSURANCE EVIDENCING COVERAGE OUTLINED IN THE GENERAL CONDITIONS VIA THE INSURANCE CERTIFICATE FORM EXHIBIT A
ATTACHMENTS
MATERIAL SAFETY DATA SHEETS:
(AS CHECKED)
GENERAL CONDITIONS FORM 36128
AFFIDAVIT FORM 36084
NOT REQUIRED
SPECIAL CONDITIONS
DIRECT PAYMENT TAX EXEMPTION CERTIFICATE OR RESALE CERTIFICATE
REQUIRED & WILL BE PROVIDED
SUBCONTRACTOR SIGNATURE
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
GENERAL CONTRACTOR DATE SIGNED
SIGNATURE
DATE SIGNED
Approved By: John Townsend Rev. 0 / [02 Aug 99]
DEVELOP FIELD SUBCONTRACTS
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
WM-GL-KBR-MP-SC012 ATTACHMENT 1 - PAGE 2 OF 1
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts 1.0
Page 1 of 5
PURPOSE This Work Method is intended to be used for the procurement of low risk, low value, sublet work which is defined by the applicable drawings and specifications. It should not be used where the subcontractor would be expected to engage in design or engineering activities as part of his services. Pricing can be either firm lump-sum or firm unit prices, including or excluding sales and use taxes. However, the total subcontract price cannot exceed $25,000.00.
2.0
SCOPE The field subcontract is to be used typically in a field environment for low risk, low value work where minimal time is allowed for the placement of the subcontract. If time allows or risk is assessed as moderate or high, formal subcontract procedures should be used. Only those with Field Subcontracts Authority may secure bids or issue field subcontracts.
2.0
RESPONSIBILITIES The Project Procurement and Materials Representatives are responsible for ensuring that the working practices established by the Work Method are implemented.
4.0
TEXT
4.1
Instructions for the Preparation of Field Subcontract 1.
"General Contractor" Enter name and address at top of page 1.
2.
"Page 1 of
"
Count all drawing sheets, pages of specifications, pages of Special Conditions, pages of General Conditions (6), and the pages of any other attachments, plus one (1) for the Field Subcontract itself, and enter here. 3.
"Effective Date"
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts
Page 2 of 5
Enter the date that the agreement was reached with the Subcontractor. This may be, but would not necessarily be, the same as the "Date Signed" by a principal of the Subcontractor and the Project Manager (or his duly authorized representative). 4.
"Subcontract Number" Short Form/Field Subcontracts shall be sequentially numbered.
5.
"Requisition No." Enter the Material Requisition Number that authorized this Subcontract in accordance with Project Procedure / Guidelines.
6.
"Kellogg Brown & Root Job Number / ing Code" Enter the appropriate Job Number and ing Code.
7.
"Project Name" Enter the project Name, or Client Name and Project Location.
8.
"State Contractor's License Number" If the project is in a state that requires state licensing of contractors, enter the Subcontractor's State License Number here. Otherwise insert "N/A". The Procurement Materials Department will assist you in the determination of this requirement.
9.
"State" Enter the state's name is a State Contractor's License Number is entered in 6. Otherwise insert "N/A".
10.
"Date of Issue" Enter the date of issue of the Subcontractor's State Contractor's License Number. Otherwise insert "N/A".
11.
"Subcontractor" Enter the Subcontractor's complete responsible individual and phone number.
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
name,
mailing
address,
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts 12.
Page 3 of 5
"Sublet Work" Enter a concise and precise statement of the work to be performed by the Subcontractor.
13.
"Drawings & Specifications" List the drawings and specifications applicable to the performance of the sublet work. Include title, number and date of original issue, as well as the number and date of issue of each revision.
14.
"Time of Performance" Enter the schedule for the start and comparison of the sublet work. "Per project manager's instructions" or any other like statement is not sufficient.
15.
"Price" Enter the firm lump-sum price, including all applicable sales and use taxes. If firm unit prices must be used, specify the estimated or exact quantities as well as units of measure for each quantity, and extend them to show the maximum expenditure will not exceed $25,000.00.
16.
" of Payment" Normally will be "Net 30/No Retainage". However, if there will be progress payments, or if retainable will be withheld, it must be so stated.
17.
"Correspondence" Enter the jobsite mailing address, as well as the full name and job title of the individual to whom all correspondence and invoices will be sent.
18.
"Attachments" Copies of all attachments will be affixed to all copies of the executed Field Subcontract. Drawings and specifications listed in 13 should not be entered here. a.
Standard General Conditions will be attached to all copies of every executed Field Subcontract, unless there is a project
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
Procurement & Materials
Halliburton Management System (HMS)
Kellogg Brown & Root Work Method WM-GL-KBR-MP-SC012 Develop Field Subcontracts
Page 4 of 5
specific set of General Conditions. Where Special Conditions for the project have been developed, they will be attached to all copies of every executed Field Subcontract.
19.
b.
Two (2) copies of the Affidavit for Subcontract will be attached to the Subcontractor's copy of the executed Field Subcontract.
c.
Direct Payment Tax Exemption Certificate or Resale Certificate if applicable.
"Subcontractor" Enter the complete name of the Subcontractor.
5.0
20.
"Signature & Date Signed"
21.
Have the Subcontractor and the Authorized General Contractor Representative sign and date the Field Subcontract. "Document Distribution" a.
Original to Subcontractor, with copies of all specifications, drawings and attachments affixed.
b.
Balance of distribution should be in accordance with the project distribution matrix.
ASSOCIATED HMS DOCUMENTS WM-GL-KBR-MP-SC004
Subcontracts istration
6.0
REFERENCE DOCUMENTS
6.1
Documents identified in this Work Method that are not attached include:
6.2
Attachment 1.
Short Form/Field Subcontract
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
Approved By: John Townsend Rev. 0 / [02 Aug 99]
DEVELOP FIELD SUBCONTRACTS
WM-GL-KBR-MP-SC012 ATTACHMENT 1 - PAGE 1 OF 1
(NAME / ADDRESS)
GENERAL CONTRACTOR:
SHORT FORM /FIELD SUBCONTRACT PAGE
1
EFFECTIVE DATE
OF
SUBCONTRACT NUMBER
GENERAL CONTRACTOR JOB NUMBER / ING CODE
PROJECT NAME
STATE CONTRACTOR’S LICENSE NUMBER
STATE
PRODUCT CODE
VENDOR NUMBER
REQUISITION NO.
DATE OF ISSUE
SUBCONTRACTOR FOR SUBCONTRACTS: THE SUBCONTRACT APPEARING BELOW TOGETHER WITH THE GENERAL CONDITIONS AND ATTACHMENTS HERE TO FORM THE PROVISIONS OF THE ENTIRE SUBCONTRACT.
SUBCONTRACT SUBLET WORK:
DRAWINGS & SPECIFICATIONS:
TIME OF PERFORMANCE:
PRICE:
THE PRICE, WHICH IN THE AGGREGATE, INCLUDING ALL CHANGE ORDERS, SHALL NOT EXCEED $25.000.00. THE PRICE(S) ARE ______CLUSIVE OF ALL APPLICABLE SALES, USE AND OTHER TAXES UNLESS EXPLICITLY STATED OTHERWISE.
OF PAYMENT:
CORRESPONDENCE:
PRIOR TO COMMENCEMENT OF ANY WORK UNDER THIS SUBCONTRACT, SUBCONTRACTOR MUST FURNISH GENERAL CONTRACTOR WITH INSURANCE EVIDENCING COVERAGE OUTLINED IN THE GENERAL CONDITIONS VIA THE INSURANCE CERTIFICATE FORM EXHIBIT A
ATTACHMENTS
MATERIAL SAFETY DATA SHEETS:
(AS CHECKED)
GENERAL CONDITIONS FORM 36128
AFFIDAVIT FORM 36084
NOT REQUIRED
SPECIAL CONDITIONS
DIRECT PAYMENT TAX EXEMPTION CERTIFICATE OR RESALE CERTIFICATE
REQUIRED & WILL BE PROVIDED
SUBCONTRACTOR SIGNATURE
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
GENERAL CONTRACTOR DATE SIGNED
SIGNATURE
DATE SIGNED
Approved By: John Townsend Rev. 0 / [02 Aug 99]
DEVELOP FIELD SUBCONTRACTS
Author: [ P. Nielsen] WM-GL-KBR-MP-SC012.DOC
WM-GL-KBR-MP-SC012 ATTACHMENT 1 - PAGE 2 OF 1
Approved By: John Townsend Rev. 0 / [02 Aug 99]
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