Section 5 Flashcards

1
Q

What is procurement?

A

The process that is followed to a appoint and form a contract with the various professionals and consultants.

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2
Q

What determines the procurement procedure?

A

The form of contract

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3
Q

Name 5 factors that influence the choice of procurement?

A
  1. Time
  2. Cost
  3. Required Control
  4. Complexity
  5. Size
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4
Q

Name the 3 main types of procurement?

A
  1. Traditional Procurement
  2. Design and Build
  3. Management Contracting
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5
Q

What is the role of the architect in a traditional procurement?

A

To lead and co-ordinate the design team.

Recommend specialist consultants.

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6
Q

How is the contractor appointed?

A

They are appointed via selective rendering. The contractor has no influence on the design process!

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7
Q

What is the main feature of the Design and Build Procurement route?

A

That the Contractor is responsible for both the design process and construction of the project.

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8
Q

What is the ‘Traditional’ Design and Build procurement route?

A

When the Architect and other consultants complete drawings to a required standard of detail that can be handed to the contractor and completed.

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9
Q

Why would a client choose the design and Build procurement route?

A

Because there is only ONE point of contact with the contractor, as it is the contractor who employs the architect and any further consultants.

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10
Q

How is design and Build different to the traditional route in regards to the architect?

A

The architect has less liability as they have no direct contract or relationship with the employer/ client.

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11
Q

What is EMPLOYERS INTERNAL REQUIREMENTS (EIR)?

A

This is what states the required detail from the architect for the contractor.

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12
Q

What are the two factors the design and Build procurement allows?

A

NOVATION

CONSULTANT SWITCH

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13
Q

What is NOVATION?

A

This is a legal procedure that allows an old contract to be over written by a new extended contact. All changes must be agreed by all party members.

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14
Q

What is CONSULTANT CHANGE?

A

When the architect contract is extended and becomes the consultant to the contractor till the end of the project.

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15
Q

What is the liability of an architect in a design and Build procurement?

A

To provide a service that is fit for purpose.

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16
Q

Who is the project manager?

A

This can be either the architect or consultant however it is usually another individual.

17
Q

What is the role of the project manager?

A

The PM is the middle man between the client and the consultants. They are to plan and organise throughout the project process.

18
Q

What is the management contracting procurement?

A

When the contractor acts as a management role. All consultants and professionals are directly employed by clients for specific aspects.

19
Q

What is the main advantage of a management contracting route?

A

This type of procurement allows work on site to begin before the design details are fully complete

20
Q

What is Partnering?

A

This is a commercial system in which consultants can create legally binding documents of trust in order to work together.

21
Q

What is Tendering?

A

This is the process of appointing the contractor.

22
Q

What are the two typical types of tender?

A

Negotiation (two stage selective tendering )

Competitive

23
Q

In what position might you use a negation form of tender?

A

When there is a specific contactless wanted as a result for existing relationship or specific specialities.

24
Q

What are the two stages of negotiation?

A

Stage 1: A set of scheme drawing are presented with an estimated price

Stage 2: Contractor works with architect and other consultants to calculate official financial quote.

After stage 2 is complete a contract of appointment can be completed

25
Q

What are the 4 stages of competitive tendering?

A
  1. ) shortlist
  2. ) preliminary Enquiry
  3. ) Invitation
  4. ) Opening + Appointment
26
Q

Name 2 factors that should influence the short list for competitive rendering?

A

Research and recommendations

Personal Experience/ Relationship

27
Q

Name 3 forms of information that should be provided in preliminary enquiry stage of tendering?

A
  1. Site and location of project
  2. Complexity and size of project
  3. Available budget
28
Q

What is required from the contractor at the invitation stage of competitive tendering?

A

A more detailed review and cost outline submitted in a tender within the time restraints outlined by the client.

29
Q

What organisation produce standard forms of contract?

A

JCT (Joint contract tribunal) 2005

30
Q

What on thing does the choice of contract ultimately depend on?

A

The choice of procurement route

31
Q

3 main factors that determine choice of contract/ procurement?

A

Time
Cost
Quality

32
Q

2 advantages of using an STC?

A
  • they are been legally assessed and any flaws have been professionally addressed
  • prevent early legal action
33
Q

One main disadvantage of STC?

A

Any amendments should be kept to a minimum and should be on advice a of a legal advisor

34
Q

Two most typical types of contracts?

A

Traditional procurement contract (STC/SBC) standard term contact/ standard building contract

DB contact (Design and Build)

35
Q

What two amendments does a DB contract allow?

A

NOVATION

Consultant switch

36
Q

What is the difference between the construction management and management consultant procurement routes?

A

The construction manager does not employ the other consultants where as the management contractor does employ the consultants and architect.

37
Q

What is a tender?

A

A tender is a document supplied by a potential supplier to the client in response to an invitation to tender.