Casos / Licitação e compras
Licitação e compras

Conduza um concurso ao abrigo do AS 4120 code of tendering

Convide apenas os concorrentes a quem adjudicaria, emita um único conjunto de documentos idêntico com uma hora de fecho, responda a cada pergunta por adenda a todos, abra depois do fecho, avalie separadamente propostas conformes e alternativas e adjudique através de uma aprovação registada e não de uma segunda ronda de preços.

6 etapas15 minEmpreiteiro geralConsultoria de custos / QSGabinete de gestão de projetos / obrasPromotor / cliente

Como funciona, passo a passo

6 passos ao longo da plataforma - o que fazer em cada um e por que importa.

1

Invite only the tenderers you would actually award to

Diretório de subempreiteiros

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.

Por quê: 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.

EntradaMarket of available buildersCapability and capacityResultadoShortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

Licitação

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.

Por quê: 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.

EntradaShortlist you would award toDrawings, bill and conditionsResultadoOne identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

Correspondência

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.

Por quê: 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.

EntradaTenderer questionsAnswers from the design teamResultadoAddendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

Gestão de propostas

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.

Por quê: 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.

EntradaSubmitted tendersClosing timeResultadoTenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

Gestão de propostas

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.

Por quê: 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.

EntradaTenders opened after the closeThe bill they all pricedResultadoConforming offers levelledAlternatives assessed on their own
6

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

Rotas de aprovação

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.

Por quê: 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.

EntradaConforming offers levelledRecommendation to awardResultadoAward approved and datedUnsuccessful tenderers advised
Módulos

Módulos deste playbook

5 / 190 módulos da plataforma

O mercado para o qual este caso foi escrito

Austrália

Tudo neste caso segue a forma como a obra é medida, orçada e paga neste mercado. Os documentos, a decomposição de custos e as regras de pagamento são os que se usam lá, não uma versão genérica.

Normas que ele segue

  • AS 4000
  • Security of Payment Act

Você não precisa configurar nada disso na mão. Na primeira vez que abre a plataforma, ela pergunta em que mercado você trabalha. Escolha este e ela ajusta o idioma da interface, carrega a base de custos correspondente, registra a classificação de custos e adiciona um projeto de exemplo que você pode abrir na hora.

As verificações deste mercado também vêm com a plataforma. Ative uma vez e um orçamento ao qual falte algo que o mercado espera é sinalizado enquanto você trabalha nele, e não depois que a proposta já saiu.

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