케이스 / 입찰 및 조달
입찰 및 조달

AS 4120 code of tendering에 따라 입찰 진행하기

실제로 낙찰시킬 입찰자만 초청하고, 마감 시각이 있는 동일한 하나의 서류 세트를 발급하고, 모든 질의에 addendum으로 모두에게 동시에 답하고, 마감 후에 개봉하고, 적합 제안과 대안 제안을 별도로 평가하고, 두 번째 가격 라운드가 아니라 기록된 승인으로 낙찰한다.

6단계15 분종합건설사원가 컨설팅 / 적산 업체PM/CM 업체시행사 / 발주처

작동 방식, 단계별로

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

1

Invite only the tenderers you would actually award to

협력업체 디렉터리

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.

이유: 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.

입력Market of available buildersCapability and capacity결과Shortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

입찰

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.

이유: 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.

입력Shortlist you would award toDrawings, bill and conditions결과One identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

서신

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.

이유: 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.

입력Tenderer questionsAnswers from the design team결과Addendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

입찰 관리

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.

이유: 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.

입력Submitted tendersClosing time결과Tenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

입찰 관리

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.

이유: 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.

입력Tenders opened after the closeThe bill they all priced결과Conforming offers levelledAlternatives assessed on their own
6

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

승인 경로

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.

이유: 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.

입력Conforming offers levelledRecommendation to award결과Award approved and datedUnsuccessful tenderers advised
모듈

이 플레이북의 모듈

플랫폼 190개 모듈 중 5

The market this case is written for

오스트레일리아

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.

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