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Тендеры и закупки

Проведи тендер по AS 4120 code of tendering

Пригласите только тех участников, кому вы бы отдали заказ, выпустите один одинаковый комплект документов с датой закрытия, отвечайте на каждый вопрос дополнением всем участникам, открывайте предложения после закрытия, оценивайте соответствующие и альтернативные предложения отдельно и присуждайте через зафиксированное протоколом одобрение, а не через второй раунд цен.

Шагов: 615 минГенеральный подрядчикСметный консалтинг / QSКомпания по управлению проектами / строительствомДевелопер / заказчик

Как это работает, шаг за шагом

6 шагов через всю платформу - что делать на каждом и почему это важно.

1

Invite only the tenderers you would actually award to

Каталог субподрядчиков

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.

Зачем: 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.

На входеMarket of available buildersCapability and capacityНа выходеShortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

Торги

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.

Зачем: 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.

На входеShortlist you would award toDrawings, bill and conditionsНа выходеOne identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

Переписка

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.

Зачем: 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.

На входеTenderer questionsAnswers from the design teamНа выходеAddendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

Управление тендерами

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.

Зачем: 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.

На входеSubmitted tendersClosing timeНа выходеTenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

Управление тендерами

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.

Зачем: 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.

На входеTenders opened after the closeThe bill they all pricedНа выходеConforming offers levelledAlternatives assessed on their own
6

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

Маршруты согласования

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.

Зачем: 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.

На входеConforming offers levelledRecommendation to awardНа выходеAward approved and datedUnsuccessful tenderers advised
Модули

Модули этого плейбука

5 / 190 модулей платформы

The market this case is written for

Австралия

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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