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입찰 및 조달

하도급 입찰을 동일 조건으로 맞추고 조건을 하위로 전달

패키지 입찰을 하나의 범위로 맞추고, 낙찰을 결정하려는 그 날짜 기준으로 예정 낙찰자의 서류를 확인하고, 서류가 만료됐을 때 그냥 통과시키지 말고 낙찰을 보류시키고, 상위 계약에서 가져온 유보금과 지급 조건으로 하도급 계약서를 작성합니다.

6단계20 분종합건설사PM/CM 업체원가 컨설팅 / 적산 업체

작동 방식, 단계별로

플랫폼 전반에 걸친 6단계 - 각 단계에서 무엇을 하는지, 그리고 왜 중요한지.

1

Level the bids onto one scope

입찰

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.

이유: 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.

입력Bids as they arrivedThe scope they were invited on결과Bids compared on one scopeGaps priced rather than argued
2

Hold the documents with the date each one expires

협력업체 디렉터리

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.

이유: 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.

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

Check the winner as at the award date

입찰

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.

이유: 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.

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

Take the current document and run the same check

협력업체 디렉터리

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.

이유: 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.

입력The renewed certificate결과Register updated, history keptThe same check, now passing
5

Write the subcontract with the terms flowed down

계약

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.

이유: 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.

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

Record the award and the buyout result

보고서

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.

이유: 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.

입력The levelled comparisonCommitted value and its estimate line결과Award recommendation on recordBuyout gain or loss per package
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 4

The market this case is written for

캐나다

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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Procure materials from the BOQ

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Compare bids and award

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