Cases / Udbud og indkøb
Udbud og indkøb

Sammenlign underentreprenørtilbud og lad vilkårene gå videre

Sammenlign tilbuddene for en pakke mod ét omfang, tjek den påtænkte vinders dokumenter pr. den dag, du agter at tildele, lad tildelingen vente i stedet for at blive vinket igennem, når et dokument er udløbet, og skriv underentreprisekontrakten med tilbageholdelse og betalingsvilkår hentet fra kontrakten ovenover.

6 trin20 minHovedentreprenørProjekt- / byggeledelsesfirmaOmkostnings- / mængderådgivning

Sådan fungerer det, trin for trin

6 trin gennem platformen - hvad du gør i hvert, og hvorfor det betyder noget.

1

Level the bids onto one scope

Udbud

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.

Hvorfor: 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.

InputBids as they arrivedThe scope they were invited onResultatBids compared on one scopeGaps priced rather than argued
2

Hold the documents with the date each one expires

Underentreprenør-register

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.

Hvorfor: 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.

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

Check the winner as at the award date

Udbud

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.

Hvorfor: 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.

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

Take the current document and run the same check

Underentreprenør-register

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.

Hvorfor: 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.

InputThe renewed certificateResultatRegister updated, history keptThe same check, now passing
5

Write the subcontract with the terms flowed down

Kontrakter

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.

Hvorfor: 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.

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

Record the award and the buyout result

Rapporter

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.

Hvorfor: 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.

InputThe levelled comparisonCommitted value and its estimate lineResultatAward recommendation on recordBuyout gain or loss per package
Moduler

Moduler i denne playbook

4 / 190 platformmoduler

The market this case is written for

Canada

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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