Technical - All Flashcards
Tender Analysis Process - considerations?
Quantitative - Price (lowest tender); Qualitative - client’s needs/priorities exc price. Most Economically Advantageous Tender (MEAT).
Price; experience; understanding requirements; past performance; technical skills; resource available; management skills/systems; methodology eg mobilisation, design proposalsk compliance with requirements.
Pre-Start Meeting Process (Pre-Contract Meeting) Considerations?
Refer to document lists flashcards
Initial project team meeting:
Plan construction stage.
Exchange contact details.
Establish lines of communication.
Future meeting schedule:
Determine frequency and structure.
Discuss handover of outstanding documents.
Outstanding information:
Issue variations since contract award.
Discuss program adjustments.
Incorporation of other works:
Address works outside the contract.
Plan inspections and testing.
Project team roles:
Clarify responsibilities.
Establish information procedures.
Site access:
Agree on access procedures.
Review contractor’s procurement and mobilization schedules.
Difference between Preliminaries and Preambles?
Preliminaries - description of a project allowing contractor to assess costs which whilst do not form a part of any work package are required by the method and circumstances of the works eg subcontracting; approvals; testing; completion procedures.
Preambles - Explanation of a document, specificaitons and BoQ. Helps with interpretation eg parties of the contract; background; objectives, etc (and the contract itself?).
Normalisation of Tender Returns?
Better definition in other flash card.
Using average of submitted costs for each work item; Using highest/lowest price for each work item, and scaling prices accordingly (individual comparison).
Measured Term Contracts?
Use by employers with regular flow of works; like to be carried out by single contractor over specified time (usually 12-36 months).
Features: works separated in ‘Orders’; properties listed; types of work; employer estimates work cost (whole, say, 36 month term); CA appointed by employer; price based on measurement and valuation of each order according to an agreed SoR.
Partnering Framework?
Partnering:
Collaborative and open approach.
Suitable for large, long-term, or high-risk projects.
Pinsent Masons’ view:
Facilitates mutual value.
Flexible, behavior-based approach.
SHIFTS RELATIONSHIP DYNAMICS TOWARD EQUALITY.
Legal considerations:
Can be binding or non-binding.
Clear documentation essential to reflect intent accurately.
Sourcing Potential Tenderers?
Recommended by Client/; Company knowledge of contractors from previous projects who may be capable; Other?
Pre-Qualification Process?
Pre-Qualification Process:
Assesses experience, capacity, financial standing.
Focuses on simplicity and relevance.
Example Questions:
Company details, legal status.
Insurance, financial info.
Experience, technical ability.
Health & Safety, quality assurance policies.
Environmental, equal opportunities policies.
Relevant references.
Effective Cost Management?
Considering unique characteristics of project
eg Many variations: weekly cost updates; risk; actions. Many properties: must be included all correspondences; pre-prepared variation documentation submitted so that expedited cost implications quickly and accurately inform the AFA.
Economic Conditions Affecting Costs?
National and international eg interest rates; material shortages; import tariffs; national/internation crisis eg Covid, Ukraine; new laws/regulations, …
Preliminaries?
list of items: staff; welfare provisions; site offices; plant; site waste clearance; water; electricity; furniture; ICT; consumables; rates; protection fo work; clothing; site transport; setting out; building control fees; …
OHP, Overheads, Prelims?
OHP - items/factors - paid ongoing basis; fixed; rent; variable: delivery; utility charges.
Overheads - costs of running the company eg property costs; finance; insurances; staff; taxes; advisors; marketing; tendering;….
Prelims - overhead running the site eg site accommodation, insurance,…
Elemental rates at high level?
NRM 1 - Elemental rates can be broken down further into sub-elements.
High-level elemental rates estimate costs in construction projects broadly, covering labor, materials, equipment, and overheads, offering initial project cost estimates.
Difference between Facilitating Works and Enabling Works?
Facilitating works” and “enabling works” both refer to preliminary activities conducted before main construction begins, but they serve slightly different purposes.
Enabling works typically involve preparing the site for construction by clearing vegetation, demolishing existing structures, installing temporary access roads or utilities, and establishing site boundaries. These actions create the necessary infrastructure and conditions for the construction process to commence smoothly.
Facilitating works, on the other hand, encompass activities that directly support the construction process, such as setting up temporary facilities, installing hoardings, establishing site offices, or providing temporary services like electricity or water.
While enabling works focus on site preparation, facilitating works aim to optimize the operational aspects of the construction site, ensuring efficient workflow and safety during the construction phase.
The JCT Tender Practice Note 2017?
Guidance Scope: Covers pre-tender to contract award phases.
Key Considerations: Pre-qualification, invitation, submission, evaluation, and award.
Emphasized Principles: Clarity, transparency, fairness, competitive bidding.
Topics Covered: Pre-qualification, documentation, evaluation, negotiations.
Objective: Achieve value, efficiency, collaboration, successful project delivery under JCT contracts.