Conduct, Rules, Ethics & Professional Practice L3 Tendering

Question 1

Explain how your advice on this matter aligns with RICS Rules of conduct (Kea Park Tender)

Answer 1

Rule 1 - Members and firms must act with honesty and integrity.

1.1 Members and firms must not mislead others by their actions or omissions or be complicit in the actions or omissions of others.

1.6 Members and firms are open and transparent

1.9 Members and firms protect confidential information, only use for the purpose intended and where they have the necessary consent.

Question 2

Explain why you refused to advise the contractor of the lowest tender submitted.

Answer 2

1. it would provide the contractor with an unfair advantage; it would not be open and transparent as all contractors submitting tenders would expect to be treated fairly and on equal terms and I would be divulging confidential information without consent.

Question 3

Explain how you deal with tender queries to ensure all contractors are dealt with fairly and equally

Answer 3

I would answer back to all tendering contractors without revealing the names of the contractors raising the query.

Question 4

Would you meet with a contractor on site at pre-tender stage to discuss queries they had identified with the specification/tender documents.

Answer 4

Yes, but any information disclosed would then be issued to all tendering contractors as tender queries or addendums. See RICS Guidance note Tendering Strategies 1st Edition

Question 5

Explain you answer to the above.

Answer 5

Mid-tender meetings or interviews are acceptable, particularly on-site, so long as any information revealed is formalised and issued to all contractors to ensure everyone is provided with the same information. RICS Tendering Strategies 3.9.4 Mid-Tender Interviews