Procurement and tendering Flashcards
What module did you complete during your university studies?
“Estimating and Tendering of Construction Projects.”
What foundational understanding did Estimating and Tendering of Construction Projects module provide you?
A foundational understanding of the tendering process.
What are the four primary UK procurement routes you are well-versed in?
Traditional, Design & Build, Construction Management, and Management Contracting.
How do you consider aligning the chosen procurement route with the client’s objectives?
By considering factors such as time, cost, quality, risk appetite, and current market conditions.
Why is continuous monitoring necessary during the project?
Because client objectives may evolve over time.
What documentation requirements for procurement routes are you familiar with?
Understanding the documentation requirements for various procurement routes, including familiarity with the RICS Tendering Strategies guidance note.
How does the RICS Tendering Strategies guidance note assist in the tendering process?
It succinctly outlines the tendering process, providing valuable guidance for procurement.
What types of tendering have you participated in?
Single and two-stage tendering.
What procurement methods have you been involved in?
Traditional and design and build procurement methods.
hat projects have you primarily worked on regarding procurement and tendering?
Projects with the British Council and Citi Bank.
What responsibilities did you have upon receiving tenders?
Conducting thorough analysis, including equalization and normalization, compiling post-tender queries, and conducting mid-tender and post-tender interviews with contractors.
What was your role during the 1 Triton Square project?
laying a key role in overseeing the tender process.
What tasks did you undertake during the tender process?
Meticulous preparation of tender documentation, including compiling relevant design information, creating a comprehensive pricing schedule of works, and generating a detailed tender report.
How did you ensure transparency and clarity in contractor submissions?
By conducting mid-tender interviews individually with each contractor.
How did you participate in scoring the tenders?
Actively participating in scoring using a matrix aligned with the client’s needs and objectives.
What educational workshops were conducted on the 1 Triton Square project?
Workshops were conducted to educate the client about available procurement routes and tendering strategies.
What guidance did you offer regarding procurement routes on the 1 Triton Square project?
Guidance on selecting the most suitable procurement route, considering the client’s needs and project specifics.
Why did you recommend a design and build procurement route for the 1 Triton Square project?
Due to the client’s desire to mitigate design risk.
What contractor selection process insights did you provide on the 1 Triton Square project?
Insights into compiling a long list, conducting preliminary enquiries, and implementing a PQQ process to form a tender list.
What did you utilize to prepare a comprehensive tender report after the 1 Triton Square tender?
Completed scoring matrix and tender analysis.
What did the tender report for the 1 Triton Square project outline?
The tender process, analysis results, recommended contractor, areas of outstanding risk, and necessary steps to conclude the pre-contract process.
What analysis did you conduct on the Sky Labs project?
Thorough analysis of second-stage tenders from three subcontractors.
What factors did you consider when recommending a tender on the Sky Labs project?
Compliance, past relationships with the contractor, and price.
What is procurement?
The overall process of acquiring construction work or services.
What should be considered when selecting a procurement route?
The specifics of the project.
The client objectives regarding:
o Cost.
o Time.
o Control.
o Quality.
o Risk.
What are the 4 main procurement methods?
- Traditional & General Contracting.
- Design and Build.
- Management Contracting.
- Construction management.
What is traditional procurement?
The design is completed by the client’s design team before competitive tenders are invited and a main contractor is employed to build what the designers have specified.
How does traditional procurement work?
The contractor takes responsibility and financial risk for the construction of the works to the design produced by the client’s design team for the contract sum within the contract period. The client takes the responsibility and risk for the design and design team performance.
When might traditional procurement be appropriate?
- If the employer has had the design prepared.
- If the design is substantially completed at the time of contractor selection.
- The client wishes to retain control over the design and specification.
If cost certainty at the start on-site is important. - The shortest overall programme is not the client’s main priority.
What are the advantages of traditional procurement?
- Retaining control over the design can lead to higher quality.
- It offers increased levels of cost certainty before commencement.
- Design changes are reasonably easy to arrange and value.
What are the disadvantages of traditional procurement?
- The overall project duration may be longer due to a lack of overlap between design and construction.
- There is no input into design and planning by the contractor.
- A strategy based on price competition can lead to adversarial relations.
- There is a dual point of responsibility
What is design and build?
Where the contractor is responsible for the design, planning, organisation, control and construction of
the works to the employer’s requirements.
How does design and build work ?
The employer gives the tenderers the ‘Employer’s Requirements’ and the contractors responds with the
‘Contractor’s Proposals’, which include the price for the works.
When might design and build procurement be appropriate?
- Early start on site due to design and construction overlap.
- Client wishes to minimize risk by transferring design responsibility to the Main Contractor.
- Technically complex projects requiring the contractor’s expertise.
- Employer does not want to retain control over design development.
What are the advantages of design and build procurement?
- Single point of responsibility for design and construction.
- Earlier commencement on site.
- Increased early price certainty.
- Client benefits from contractor’s experience during the design phase.
hat are the disadvantages of design and build procurement?
- Clients may struggle to prepare a comprehensive brief.
- Client must commit to a concept design early.
- Variations from the original brief are difficult and expensive.
- Harder to compare tenders and determine value for money.
How much design input will the contractor have in design and build procurement?
Depends on the amount of design work completed by the employer at the time of tender, ranging from full design to production information and coordination only.
Who carries out the design for the contractor in design and build procurement?
- May be outsourced to a separate design company (contractor retains responsibility).
- In-house design capabilities.
- Client’s team may be novated to the contractor.
What is management contracting?
A management contractor is hired to contribute their expertise to the design and manage construction.
They are paid a management fee for their services.
How does management contracting work?
The management contractor has direct contractual links with all works contractors.
Responsible for construction works but does not perform them.
Design need not be complete before starting work.
Management contractor selects works contractors through competitive open book tender.
Client reimburses the cost of packages plus the management contractor’s fee.
When might management contracting be appropriate?
When the client does not need cost certainty before commencement.
When an early start on site is a priority.
What are the advantages of management contracting?
Shorter overall project duration due to overlapping design and construction.
Contractor contributes to the design and planning process.
Changes can be accommodated in packages not yet let if they have no further impact.
Works are let competitively at current market prices on a firm price basis.
What are the disadvantages of construction management?
Price certainty is not achieved until the last trade package is let.
Changes to packages may adversely affect already let packages.
Client must be proactive and hands-on.
Client has to manage many consultants and contractors.
What is the difference between management contracting and construction management?
In construction management, the client has direct contractual relationships with each trade contractor, while the construction manager does not.
In management contracting, the Main Contractor has direct contractual relationships with trade contractors, and the client contracts only with the Main Contractor.
How do you identify the client requirements before recommending a
procurement route?
Through detailed discussions with the client and design team to identify their priorities in terms of cost, time, quality, risk, control requirements and experience.
If the client wishes to start on site asap, what route would you
recommend?
- My recommendation would need to take into account their other requirements such as cost and quality
- If time was their overriding priority, then Construction Management or Management Contracting may offer the best solution as they can offer the fastest start on site with overlap of the design and
construction. - This is because start on site is not dependent upon a long tender period however the key tradeoff is a
reduction in cost certainty.
