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Upphandling och inköp

Registrera och gradera dig hos CIDB innan du lämnar anbud

Läs den graderingsbeteckning en upphandling kräver, stäm av din egen registrering och grad mot den, håll förnyelsen borta från den kritiska linjen, och kontrollera samma sak hos varje underentreprenör du tar med dig.

6 steg11 minGeneralentreprenörSpecialunderentreprenörProjekt- / byggledningsföretag

Så fungerar det, steg för steg

6 steg genom plattformen - vad du gör i varje och varför det spelar roll.

1

Read the grading designation the tender calls for

Upphandling

Open the tender and write down the designation it asks for, both halves of it: the class of work, and the grade. Then read the scope against the class, because a building contract with a substantial electrical or mechanical element can call for more than one class.

Varför: The designation is the first thing an evaluation committee checks and the cheapest thing to fail on. A bid from a firm whose class of work does not cover the contract is not scored and then rejected, it is set aside before scoring, and the tender fee and three weeks of estimating go with it.

IndataTender documentScope of workResultatRequired class of workRequired grade
2

Check your own grade against the tender value

Anbudshantering

Put your own designation next to your estimate of the tender value and make the bid or no bid decision on it. Each grade carries a tender value ceiling, rising through the nine grades, and only grade 9 has no upper limit.

Varför: A grade is a ceiling, not a guideline: a public sector client cannot award above it whatever the merits of the price. Making the call before the estimating starts is the difference between a considered no bid and an expensive one, and recording why you passed is what lets you argue for an upgrade with evidence next year.

IndataOwn registrationTender valueResultatBid or no bidRecorded reason
3

Put the registration expiry on the deadline register

Tidsfrister

Record the expiry date of the registration as a deadline with a reminder far enough ahead to renew, and put the same date against every bid in the pipeline that closes after it.

Varför: Registration is checked as at the closing date of the tender, not as at the day the work starts. A firm that has been on the register for eleven years and let it lapse for eleven days is, on that day, a firm a public sector client may not award to, and no amount of history changes that.

IndataRegistration certificateBid pipelineResultatExpiry date trackedRenewal reminder
4

Check the designation of every subcontractor on the team

Underentreprenörsregister

For each package you intend to sublet, record the subcontractor, the class of work its designation carries and the value of the package, and flag any package whose value or class the subcontractor cannot cover.

Varför: The electrical and mechanical classes exist precisely because that work is graded separately from general building. A team assembled on price alone can be perfectly capable and still put a package with a firm whose designation does not reach it, and the tender document usually asks you to name them.

IndataProposed subcontractorsWork packagesResultatChecked designationsGaps to fill
5

Keep one compliance pack the bid team can reach

Dokument

Hold the registration certificate, the tax clearance, the letter of good standing under the Compensation for Occupational Injuries and Diseases Act 130 of 1993 and the B-BBEE certificate or sworn affidavit in one place, each with the date it stops being current.

Varför: Every one of these documents is asked for by almost every tender and every one of them expires. Hunting for the current version on the afternoon a bid closes is how a compliant firm submits an expired certificate, and an expired certificate is treated as no certificate.

IndataRegistration certificatesStatutory returnsResultatCompliance packCurrent versions
6

Get the award onto the register of projects

Myndighetsärenden

Supply the client with what the register of projects needs and keep the record of the submission. A public sector client registers construction works above R200 000; for state owned entities and for private sector work the threshold is R10 million.

Varför: The register of projects is the client's duty under the construction industry development regulations, but the data comes from the contractor and the delay lands on the contractor. It also matters to you later: the performance record built on registered projects is what a grading upgrade application is assessed on, so a project nobody registered is a project that never counted towards your next grade.

IndataAward detailsContract valueResultatProject registeredSubmission record
Moduler

Moduler i denna playbook

6 / 190 plattformsmoduler

The market this case is written for

Sydafrika

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

  • JBCC 6.2
  • SANS 1921

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.

Mer inom Upphandling och inköp

Upphandling och inköp

Jämför anbud och tilldela

Ta en mapp med inkomna anbud som aldrig riktigt matchar, strippa ner dem till samma omfattni…

3 steg12 minÖppna