APC review 150720

Question 1

What is OJEU (Official Journal of the European Union)

Answer 1

Online journal that’s home to all public sector contracts above a certain value

Question 2

What is meant by OJEU thresholds

Answer 2

If a contract value is over a certain amount, it is required that the contract is awarded using an OJEU compliant route to market. Publishing the opportunity Via OJEU.

Question 3

OJEU thresholds?

Answer 3

Supply, service and design contracts - £122,976.00

Works contracts - £4,733.252

Question 4

What is a framework?

Answer 4

An agreement which allows a client to invite tenderers from suppliers of goods & services to be carried out over a period of time on a call-off basis when required.

Question 5

How to universities tender out work

Answer 5

Either advertise contract in the open market or on a Framework

Pre-qualifying Questions on
Check financial status
Insurance
Relevant qualifications/accreditations
Experience

Submit pricing schedules
Schedule of rates

Question 6

What’s included within the tender documentation

Answer 6

Employers Requirements (DnB)
The Form of tender
Preliminaries
Form of contract
CSA schedule - Contract Sum Analysis
Design drawings
Specifications
Tender Return Slip

Question 7

What is 2 stage tendering

Answer 7

Two stages

Stage 1 - Tender enquiry documentation is issued to the contractor, usually stage 2 or 3 (concept/spatial).
Contractors submit;
- outline price for designing the building (DnB)
- Prelim costs and overheads
- design and site programme
- CV’s

Once a contractor is chosen a PCSA (pre-construction services agreement) is issued.
Contractor acts as an advisor assisting design and development.

Stage 2 - The contractor enters into detailed contract negotiation on price, programme and contract conditions with employer. Then collaborate on the design and develop the whole project. During this process a bill of quants, final price and the contract is created.

Question 8

When submitting

Answer 8

Programme
Proposed procurement 
Programme risks
Resource Schedule
Fee and drawdown schedule
Case Studies
CV's

Question 9

What is a form of tender?

Answer 9

prepared by client and consultants, completed and signed by tenderer. Formal acknowledgment of understanding and accepting terms and conditions of tender documents.

Question 10

What is an ITT (invitation to tender)?

Answer 10

Formal invitation to make an offer for the supply of goods or services.
Should include;
- Letter of invitation to tender
- Form of tender
- Pre construction information (PCI)
- Contract conditions/amendments
- ER's (only D&B)
- Pricing document or (CSA - D&B)
- Drawings
- Instructions to tenderers explaining process
- Timescale for tender process
- Evaluation process
- Policy in relation to alternative or non-compliant bids
- Policy for providing feedback

Question 11

Typical tender process…

Answer 11

• Advert posted by the client
• Pre-qualification questionnaires (PQQ)
• Pre-tender interview - This enables client to produce a shortlist of suppliers who will then be invited to tender.

-Invitation to tender (ITT)

-Mid tender reviews can be arranged to allow clarification of matters that might lead to an inaccurate tender being submitted & give insight to potential problems or opportunities.
Any amendment to tender documents can result in extension of the tender period.

-Tender submission - includes price, and proposals on how the clients’ requirements will be satisfied.

Question 12

What documents does a tender submission from a contractor contain

Answer 12

Tender return slip
Completed CSA (contract sum analysis)
Schedule of rates
Initial construction phase plan
Design proposals
Programme
CV's/case studies
Prior experience
Management organisation
Plant and labour resources

Question 13

What is a bill of quants

Answer 13

Prepared by clients cost consultant, provides measured quantities of items identified by drawings and specifications in tender documents.
Issued to tenderers to prepare a price.
Used on larger projects

Question 14

What are schedules of work

Answer 14

Schedules of work are usually used on smaller projects and are without quantities an alternative to a bill of quants.
They list the work required, info about the quality should be referred to the spec, size and location provided on the drawings.
Allow contractor to identify work and materials and calculate the quants required.

Form part of tender docs then contract docs.

Question 15

What is a Form of Tender

Answer 15

Signed document by contractor stating they will carry out the works should they win the contract.

Question 16

What is a tender return slip

Answer 16

Slip included in the tender submission. Stipulates content not to be opened before a set time/date.

Question 17

What are the requirements for public sector procurement?

Answer 17

Contracts above OJEU threshold must comply with Public Contracts Regulations 2015 - making public procurement more accessible to small businesses.

Question 18

What is the Bribery Act 2010

Answer 18

Aims to reduce bribery in business in the UK

A bribe is the giving or receiving of an advantage such as payment/gift/service for an action

Four offenses
1 - bribing
2- receiving a bribe
3- bribing a foreign public official
4- failing to prevent bribery

Question 19

What are the four procurement routes

Answer 19

Traditional
Design and Build
Management Contracting
Construction Management

Question 20

what is management contracting?

Answer 20

management contractor defines the packages of work and manages the carrying out of those works with trades who are contractually accountable to him.

No certainty in cost until last package is let

management contractor can be appointed early, detailed design can proceed in parallel to construction

Question 21

what is construction management

Answer 21

Construction manager doesnt directly undertake any construction work. Trades are appointed by client and contractually linked to the client. Construction manager just manages.

Construction manager is an advisor to client and exercise cost and quality control

No contractual link to the trades

Question 22

Name some tendering processes

Answer 22

Open

Selective

Serial

Framework

Single stage

Two stage

Question 23

What is open tendering

Answer 23

When the contract is advertised giving notice the contract is being tendered, allowing anyone to submit a tender

Question 24

what is selective tendering

Answer 24

.Selective tendering only allows suppliers to submit tenders by invitation. A pre-selected list of possible suppliers is prepared that are known by their track record to be suitable for a contract of the size, nature and complexity required.

Question 25

what is serial tendering

Answer 25

tenders based on bill of quants or schedule of works. These figures are then used to value works over a series of similar projects. For a regular programme of works

Question 26

what is framework tendering

Answer 26

An agreement which allows a client to invite tenderers from suppliers of goods & services to be carried out over a period of time on a call-off basis when required.

Question 27

What is negociated tendering

Answer 27

Negotiated tendering occurs when the client approaches a single supplier based on their track-record or a previous relationship and the terms of the contract are then negotiated.