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Výběrová řízení a nákup

Srovnat nabídky subdodavatelů a přenést podmínky dolů

Srovnejte nabídky na balíček na jeden rozsah, zkontrolujte dokumenty zamýšleného vítěze ke dni, kdy chcete zadat, nechte zadání počkat, místo aby prošlo, když jeden dokument propadl, a napište smlouvu se subdodavatelem se srážkou a platebními podmínkami převzatými z nadřazené smlouvy.

6 kroků20 minGenerální dodavatelProjektová / stavební manažerská firmaNákladové poradenství / rozpočtářství

Jak to funguje, krok za krokem

6 kroků napříč platformou - co na každém uděláte a proč na tom záleží.

1

Level the bids onto one scope

Výběrové řízení

Set the bids for the package side by side against the scope they were invited on, bring every exclusion and alternate onto the face of the comparison, and carry a price for each gap so the totals compare complete scopes.

Proč: Five bids that are each a single number look comparable and are not. The one that excluded the hoisting and the one that carried the permit have answered different questions, and the difference does not surface until it arrives as a change order in the autumn with no competitive tension left in it.

VstupBids as they arrivedThe scope they were invited onVýstupBids compared on one scopeGaps priced rather than argued
2

Hold the documents with the date each one expires

Adresář subdodavatelů

Keep the insurance certificate and the other documents the package requires on each subcontractor's record with the date it expires, and file the document itself rather than a note saying it was seen.

Proč: A register of documents without their expiry dates cannot answer the only question anybody ever asks it, which is whether the cover was in place on a particular day. Recording the expiry is the whole difference between a filing cabinet and a check.

VstupCertificates from the biddersDocuments the package requiresVýstupDocuments on file with expiry datesA register that can answer a date
3

Check the winner as at the award date

Výběrové řízení

Before writing the award, check the intended winner's required documents as at the date you intend to award. Where one has lapsed the award waits, and what goes back to the subcontractor names the document and the day it lapsed rather than saying they are blocked.

Proč: The honest statement is that a document was valid on the award date, and not that compliance is established for the contract or for the duration of the work, which is a different claim nobody has checked. A gate that can be waved through is worse than no gate at all, because everybody downstream believes it.

VstupThe intended winnerThe date you mean to awardVýstupA pass, or a named lapse with its dateAn award that waits
4

Take the current document and run the same check

Adresář subdodavatelů

Load the renewed certificate against the same document type on the record, keeping the lapsed one in the history rather than replacing it, and run the same check on the same award date.

Proč: Nothing should be overridden here; the underlying fact should change. Keeping the lapsed certificate beside the renewed one is also what lets you answer, a year later, what cover was actually in place during the week the work started.

VstupThe renewed certificateVýstupRegister updated, history keptThe same check, now passing
5

Write the subcontract with the terms flowed down

Smlouvy

Turn the levelled scope into the subcontract, taking the holdback percentage and the payment terms from the contract above rather than typing them again, so the 10 percent held below matches the 10 percent held above and the dates line up.

Proč: The scope that was levelled is the scope that has to be bought, and a subcontract retyped from a bid letter quietly drops the exclusions levelling had just made visible. Terms that do not match the contract above are also how a general contractor ends up owing money on a date it has not itself been paid on.

VstupThe levelled scope and the awardHoldback and payment terms aboveVýstupSubcontract issued with terms flowed downHeld money matching the contract above
6

Record the award and the buyout result

Reporty

Issue the recommendation with the adjusted total for each bidder, the reason the winner was chosen, the check that was run and the date it was run as at, and compare the committed value against the estimate line it came from.

Proč: On public and institutional work the reasoning gets read by somebody who was not in the room, sometimes after a protest. Writing it while the comparison is still in front of you takes minutes, and the buyout comparison tells you the result package by package while there is still a job left to act on it.

VstupThe levelled comparisonCommitted value and its estimate lineVýstupAward recommendation on recordBuyout gain or loss per package
Moduly

Moduly v tomto playbooku

4 / 190 modulů platformy

The market this case is written for

Kanada

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • CCDC
  • CSA
  • NBC 2020

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

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