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Tendering at procurement

I-level ang mga bid ng subcontract at ipasa ang mga tuntunin pababa

I-level ang mga bid para sa isang package sa iisang saklaw, suriin ang mga dokumento ng inaasahang mananalo bilang sa araw na balak mong mag-award, hayaang maghintay ang award sa halip na ipasa kapag may nag-expire, at isulat ang subcontract na may holdback at mga tuntunin sa pagbabayad na kinuha mula sa kontratang nasa itaas.

6 hakbang20 minGeneral ContractorProject / Construction Management FirmCost Consultancy / QS Practice

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6 hakbang sa buong platform - ano ang gagawin mo sa bawat isa at bakit mahalaga ito.

1

Level the bids onto one scope

Pagte-tender

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.

Bakit: 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.

PapasokBids as they arrivedThe scope they were invited onLumalabasBids compared on one scopeGaps priced rather than argued
2

Hold the documents with the date each one expires

Direktoryo ng mga Sub-kontraktor

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.

Bakit: 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.

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

Check the winner as at the award date

Pagte-tender

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.

Bakit: 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.

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

Take the current document and run the same check

Direktoryo ng mga Sub-kontraktor

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.

Bakit: 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.

PapasokThe renewed certificateLumalabasRegister updated, history keptThe same check, now passing
5

Write the subcontract with the terms flowed down

Mga Kontrata

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.

Bakit: 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.

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

Record the award and the buyout result

Mga Ulat

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.

Bakit: 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.

PapasokThe levelled comparisonCommitted value and its estimate lineLumalabasAward recommendation on recordBuyout gain or loss per package
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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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