Procurement & Tendering Flashcards
RICS Tender Strategies 2014 Guidance Note - what does this cover?
This guidance note summarises what tendering is and how tendering processes are used to establish a contract price.
It also reviews different types of tendering and negotiation strategies and their advantages and disadvantages. It seeks to enhance the knowledge and understanding of the tendering and negotiation processes involved in procurement.
Post covid 19 why have two stage approaches been more preferred by main contractors
A single stage tender shifts a number of risks to the main contractor in terms of cost of materials and the requirement for these to be fixed.
A two stage approach will give the contractor greater opportunities to review costs in terms of materials before being fixed.
When would you recommend a negotiated tender?
A negotiated route would be recommended if there is a clear programme restriction and no time to tender.
One contractor has far more superior knowledge specific to the building and project.
There is an existing client relationship and under standing given previous jobs completed.
At what stage of the RIBA plan of work would you issue your tender documents for:
- Single stage
- Two stage
- D&B?
Single stage - RIBA Stage 4
Two Stage - RIBA Stage 3 for first stage
D&B - Stage 2-4
What is a tender opening form and why is this used?
Each tender should be opened and the general raw information noted on the tender opening form. This typically includes:
* the tender price (perhaps split into preliminaries,
overheads and profit and prime cost)
* the proposed programme
* any key comments/exclusions
* any alternative tender offers; and
* a confirmation that all documents have been
submitted or not.
What is covered in the JCT 2017 Tendering Practice Note
From looking at different types of selective tendering procedure, the Note focuses on the following main sections:
- Preliminary Enquiry - including a project information schedule and pre-qualification questionnaire.
- Invitation to Tender and Tender - covering the documents involved, the criteria and compliance.
- Assessment and Award - covering assessment, examination of priced documents and related matters, and notification to tenderers.
How do you level bids?
This is a process of clarification with the main contractors and reviews with the QS. Further clarity will be provided by certain contractors and exclusions clearly defined to ensure bids are compared on a like for like basis.
How do you ensure equal information flows to all parties during the tender process?
RFI schedules updated and circulated to all parties with all queries.
What is the difference between procurement and tendering?
Procurement is the act of purchasing good and services.
Tendering is a procurement strategy in order to gain market costs and competitive prices for the goods and services.
How did you agree a contractor long list?
What is a PQQ? What questions were included in this process?
Pre Qualification Questionnaire.
Includes:
- Company details (including legal status).
- Details of insurance
- Financial information (such as recent accounts).
- Relevant experience.
- Information about technical and professional ability.
- Information about capability and capacity.
- Health and safety policy.
- Quality assurance policy.
- Environmental management policy.
- Equal opportunities policy.
- Relevant references.
What contract was used in your White City tender issue example?
D&B
What are employer’s requirements? And how do these differ from a traditional contract?
ERs are part of a D&B contract where as traditional contracts include a specification and contract design.
How were post tender queries managed?
RFI schedules
What is the form of tender?
This is the form that the contractor signs and returns with their proposed tender, in terms of both price and programme.
