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3 APC_J Brookes > Procurement & Tendering > Flashcards

Procurement & Tendering Flashcards

1
Q

What is the difference between procurement and tendering?

A

Procurement is the act of obtaining goods/services

Tendering is how the successful contractor is selected.

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2
Q

What is traditional procurement?

A

Design is fully complete prior to going out to tender

The contractor is appointed to build the existing design

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3
Q

What are the advantages of Traditional?

A

Transparent and competitive
Design led ensures quality
Familiarity in the industry
Client keeps control of the design
Price certainty

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4
Q

What are the disadvantages of Traditional?

A

Slower than other methods
No design input from contractors
Client holds risk of design
Dual point of contact

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5
Q

What is Design & Build procurement?

A

The contractor is responsible for completing design and construction

The contractor designs in line with the ERs.

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6
Q

What are the advantages of D&B?

A

Single point of responsibility
Improved buildability
Quick start on site
Client doesn’t carry risk

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7
Q

What are the disadvantages of D&B?

A

lower quality - functionality
Preparing ERs can be challenging
No cost certainty until later

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8
Q

How can you ensure quality on a D&B?

A

Detailed ERs
Novation
Client monitoring team

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9
Q

What is Management Contracting?

A

A management contractor appointed to manage the project.. The MC enters into contract with sub contractors. When price is not a priority.

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10
Q

What are the advantages of MC?

A

Early start on site
Single point of contract
Flexibility of design
Design, procurement and construction all flexible.

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11
Q

What are the disadvantages of MC?

A

No price certainty until final package let
Little incentive for MC to get best price (can have performance bond)

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12
Q

What is Construction Management?

A

Client manages the project and holds contractual links with sub contractors

For early start on site and price not a priority

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13
Q

Difference between BoQ with and without quantities?

A

With:
Risk of miss-measure
Time consuming to produce

Easier to review at tender stage
Easier to build up rates

Without:
Vice versa of the above.

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14
Q

What is the difference between Construction Management and Management Contracting?

A

CM: Holds contractual links
MC: MC requires a fee
MC: Responsible for programme and quality

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15
Q

What is a framework agreement?

A

An agreement put in place that allows the client to gain a service without a lengthy tender process
Advantages: Reduce time and cost/long term relations
Disadvantages: Reduces competitiveness/contractor might not be right for the job.

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16
Q

What is a Measured Term Contract?

A

For minor and repetitive works.

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17
Q

What is a Form of Tender?

A

Signed by the contractor.
Formal acknowledgement that they accept the terms and conditions.

18
Q

What is open tendering?

A

Anyone can apply (no PQQ)
Very competitive
Promotes transparency and fairness

Long time to evaluate
Non compliant tenders

19
Q

What is selective tendering?

A

A short list drawn up by project team
Ensures quality and relevent experience
Trad 3-6 / D&B 3-4

Less competitive than open
Less fair and transparent

20
Q

What is negotiated tendering?

A

Negotiating tender with one contractor

Ensures quality
Good relationship

Less competitive
Hard to show value for money

21
Q

What is a PQQ?

A

Pre-Qualification Questionnaire
Minimise risk of contractors withdrawing or have relevant experience and resources

Questionnaire - evaluates experience; current workloads

Company details - financial; insurance; H&S policies

22
Q

What is a Pre-Tender Estimate?

A

A final estimate based on the tender documents

Client can review final cost
Comparison for returned tenders

23
Q

What is an ITT?

A

Invitation to Tender

Invitation for a contractor to tender the works.
Hardcopy or E-portal

Inc - instructions; project info; programme

24
Q

What tender docs do you include in a tender pack?

A

ITT
FoT
Contract/Amendments
Preliminaries
ERs/Spec
Drawings
PCI
Reports/Surveys
Policies

25
Q

What happens during the tender process?

A

Answer tender queries and issue responses to all
Addendums - additional docs
Mid tender interviews; assess progress
Post tender

26
Q

What do you do when tenders are recieved?

A

Tender opening form
Other professionals present
Add raw info - price; programme; OHP
Then signed

27
Q

How do you evaluate tenders?

A

Arithmetic errors
Normalising - PS
Compare ER to CP
Quality - Score matrix/evaluation panel
RFIs
Preliminaries
Risks and Clarifications

28
Q

Why have post tender interviews?

A

Understand contractor proposals
In depth queries

29
Q

What is a tender report?
What does it include?

A

A report created by QS to recommend a contractor.

Tender history
Summary of returns
Scoring
Programmes
Risks
Mid/Post tender interviews
Recommendation

30
Q

What is single stage tendering?

A

Contractors bid on design

Advantages:
Early price commitment
Full scope priced
Competitive

Disadvantages:
Price only as good as design
high risk allowance (in isolation)
Less scontractor design input

31
Q

What is 2 stage tendering?

A

Allows design and tendering to overlap
Complete in 2 stages
Enter into PCSA - complete design and tender packages
Contractor becomes part of the design team

32
Q

What are the advantages and disadvantages of 2 stage?

A

Advantages:
Contractor input on design
Increased Buildability

Disadvantages:
Lack of competition
Negotiation can be hard

33
Q

On a 2 stage, what is received at first stage?

A

Preliminaries
OHP
Programme
Rates
Resources

34
Q

What is OJEU?

A

Official Journal of the European Union

Open procurement to EU. Free movement of goods and services.

35
Q

When would you use a Minor Works?

A

Use the JCT Flow Chart
No complex work
No detailed procedures required
Small simple projects
Normally last a few weeks

36
Q

What would you use SBC/Intermediate?

A

JCT Flow Chart
SBC works complex
Intermediate works not complex, but detailed procedures

37
Q

What is S106?

A

Legal agreements between local authorities and developers
Planning obligation

38
Q

Latham Report?

A

Stated that industry was inefficient
Partnering and team work approach

39
Q

Guidance for procurement and tendering?

A

JCT Practice Note 2017

Alternative 1 - no change
Alternative 2 - change erros

40
Q

What surveys in tender docs?

A

SI
Asbestos
Topography
UXO

41
Q

Is OJEU applicable?

A

Jan 21 ‘Find a Tender’
Government Procurement Agreement

Voluntary trade agreement governs public sector

3 APC_J Brookes (16 decks)

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