ケース / 入札と調達
入札と調達

AS 4120 の code of tendering のもとで入札を運営する

発注するつもりのある入札者のみを招請し、締切時刻を伴う一つの同一の書類一式を発行し、すべての質問に addendum で全員に同時に答え、締切後に開封し、適合提案と代替提案を別々に評価し、価格の二回目のラウンドではなく記録された承認によって発注する。

6ステップ15 分総合建設会社コストコンサルティング会社 / 積算事務所プロジェクト / 施工管理会社デベロッパー / 発注者

仕組みをステップごとに

プラットフォーム全体で6ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Invite only the tenderers you would actually award to

下請業者一覧

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.

理由: 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.

入力Market of available buildersCapability and capacity出力Shortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

入札管理

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.

理由: 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.

入力Shortlist you would award toDrawings, bill and conditions出力One identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

やり取り

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.

理由: 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.

入力Tenderer questionsAnswers from the design team出力Addendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

入札管理

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.

理由: 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.

入力Submitted tendersClosing time出力Tenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

入札管理

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.

理由: 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.

入力Tenders opened after the closeThe bill they all priced出力Conforming offers levelledAlternatives assessed on their own
6

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

承認ルート

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.

理由: 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.

入力Conforming offers levelledRecommendation to award出力Award approved and datedUnsuccessful tenderers advised
モジュール

このプレイブックのモジュール

プラットフォーム 190 モジュール中 5

The market this case is written for

オーストラリア

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

  • AS 4000
  • Security of Payment Act

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.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

入札と調達の他のケース

入札と調達

内訳書から入札を実施する

積算済みの内訳書を市場に出す。パッケージにまとめ、下請業者を招待し、入札をレベリングし、勝者に発注する。5ステップで最初から最後まで。

5ステップ12 分開く
入札と調達

内訳書から資材を調達する

すでに価格付けした数量を購入する。明細書から購入依頼を起票し、サプライヤーへ発注し、現場で入荷検収を行う。

4ステップ10 分開く
入札と調達

入札を比較して発注する

微妙に食い違う入札書類の束を取り、同じ施工範囲まで揃えて比較し、精査に耐える発注判断を施主に提示します。

3ステップ12 分開く