Fallbeispiele / Ausschreibung & Beschaffung
Ausschreibung & Beschaffung

Eine Ausschreibung nach dem AS-4120-Code of Tendering führen

Laden Sie nur die Bieter ein, denen Sie auch zuschlagen würden, geben Sie einen einzigen, identischen Unterlagensatz mit Abgabetermin heraus, beantworten Sie jede Frage per Addendum an alle, öffnen Sie erst nach Ablauf, nivellieren Sie konforme und alternative Angebote getrennt, und vergeben Sie durch eine dokumentierte Freigabe statt durch eine zweite Preisrunde.

6 Schritte15 Min.GeneralunternehmerKosten- / MengenberatungProjekt- / BaumanagementbüroProjektentwickler / Bauherr

So funktioniert es, Schritt für Schritt

6 Schritte über die Plattform hinweg - was Sie bei jedem tun und warum es zählt.

1

Invite only the tenderers you would actually award to

Nachunternehmer-Verzeichnis

Build the invitation list from capability, current capacity, licence and insurance rather than from the last job's list, and keep it short enough that every name on it has a real chance. Record why each candidate is in or out.

Warum: The code asks a principal to invite only tenderers it is prepared to accept, and the reason is economic rather than moral. A tender costs a builder real money to price, so a list of eight where two were ever in contention teaches the market to load the price or to decline the next invitation, and the principal pays for it either way.

EingangMarket of available buildersCapability and capacityErgebnisShortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

Ausschreibung

Issue the same documents to every tenderer at the same time: the drawings and their revisions, the bill, the conditions of contract with the Annexure filled in, and the conditions of tendering, including the closing time and place, whether alternative tenders are accepted and on what terms, and how long the offer must stand open.

Warum: Everything the code protects flows from every tenderer pricing the same document. A revision that reached three of five is not a documentation slip, it is an unequal tender, and the only honest remedy once it is discovered is to extend the period for everyone and pay for the time.

EingangShortlist you would award toDrawings, bill and conditionsErgebnisOne identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

Korrespondenz

Log every question in the correspondence register as it arrives, answer it as a numbered addendum issued to all tenderers, and never answer a substantive question by telephone. Where an answer changes the scope late in the period, extend the closing time rather than assume the tenderers can absorb it.

Warum: The tenderer who asks the good question is the one who read the documents properly, and answering only them rewards the reading by handing the answer to nobody else. The code calls that unequal information, and a losing tenderer who finds out about it has a complaint that survives the award.

EingangTenderer questionsAnswers from the design teamErgebnisAddendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

Angebotsmanagement

Take the tenders in without opening them, record the time each one arrived, and open them together after the close. Deal with a late tender under the rule the conditions of tendering stated, before you know what it says.

Warum: A tender opened early is a price that can be repeated to somebody else, and the code treats the confidentiality of a submitted offer as absolute. The rule about late tenders has to be applied blind for the same reason: a decision made after reading the number is a decision about the number.

EingangSubmitted tendersClosing timeErgebnisTenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

Angebotsmanagement

Compare the conforming tenders against each other first, item by item, and clear up an ambiguity by asking that tenderer what it means rather than by adjusting their price yourself. Assess an alternative tender separately, on what it changes and what it is worth, and only where the conditions of tendering allowed one.

Warum: Mixing an alternative into the conforming comparison compares two different buildings on price, which is how a cheaper offer wins by leaving something out. Clarification is allowed and correction is not, and the line between them is whether the tenderer or the assessor decided what the price now means.

EingangTenders opened after the closeThe bill they all pricedErgebnisConforming offers levelledAlternatives assessed on their own
6

Award through a recorded approval, not a second round of prices

Freigabe-Routen

Put the recommendation through the approval route that has the authority to commit the money, with the levelled comparison attached, and advise the unsuccessful tenderers once it is decided. Do not take the lowest price back to the others to be beaten.

Warum: Using one tender to move another is the practice the code exists to stop, and it is self defeating over a market as small as Australian construction: the builders find out, and the discount is recovered on the first variation of the job you just shopped. An approval with the comparison attached is also the only durable answer to the question of why this builder was chosen.

EingangConforming offers levelledRecommendation to awardErgebnisAward approved and datedUnsuccessful tenderers advised
Module

Module in diesem Playbook

5 / 190 Plattform-Modulen

Der Markt, für den dieses Fallbeispiel geschrieben ist

Australien

Alles in diesem Fallbeispiel folgt der Art, wie Bauleistungen in diesem Markt aufgemessen, kalkuliert und abgerechnet werden. Die Formulare, die Kostengliederung und die Zahlungsregeln sind die, die dort gelten, und keine allgemeine Fassung davon.

Standards, denen es folgt

  • AS 4000
  • Security of Payment Act

Das müssen Sie nicht von Hand einrichten. Beim ersten Start fragt die Plattform, in welchem Markt Sie arbeiten. Wählen Sie diesen aus, und sie stellt die Oberflächensprache ein, lädt die passende Kostendatenbank, hinterlegt die Kostengliederung und legt ein Beispielprojekt an, das Sie sofort öffnen können.

Die Prüfregeln für diesen Markt sind ebenfalls dabei. Einmal eingeschaltet, fällt eine Kalkulation, der etwas Marktübliches fehlt, schon während der Arbeit auf und nicht erst nach der Abgabe.

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