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Đấu thầu và mua sắm

San bằng hồ sơ dự thầu thầu phụ và chuyển các điều khoản xuống dưới

San bằng các hồ sơ dự thầu cho một gói thầu về cùng một phạm vi, kiểm tra hồ sơ của bên dự kiến thắng thầu tính đến ngày bạn định trao thầu, để việc trao thầu chờ thay vì cho qua khi một tài liệu đã hết hạn, và soạn hợp đồng thầu phụ với khoản giữ lại và điều khoản thanh toán lấy từ hợp đồng cấp trên.

6 bước20 phútNhà thầu chínhCông ty quản lý dự án / thi côngCông ty tư vấn chi phí / QS

Cách hoạt động, từng bước một

6 bước xuyên suốt nền tảng - bạn làm gì ở mỗi bước và vì sao điều đó quan trọng.

1

Level the bids onto one scope

Đấu thầu

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.

Tại sao: 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.

Đầu vàoBids as they arrivedThe scope they were invited onĐầu raBids compared on one scopeGaps priced rather than argued
2

Hold the documents with the date each one expires

Danh bạ nhà thầu phụ

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.

Tại sao: 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.

Đầu vàoCertificates from the biddersDocuments the package requiresĐầu raDocuments on file with expiry datesA register that can answer a date
3

Check the winner as at the award date

Đấu thầu

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.

Tại sao: 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.

Đầu vàoThe intended winnerThe date you mean to awardĐầu raA pass, or a named lapse with its dateAn award that waits
4

Take the current document and run the same check

Danh bạ nhà thầu phụ

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.

Tại sao: 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.

Đầu vàoThe renewed certificateĐầu raRegister updated, history keptThe same check, now passing
5

Write the subcontract with the terms flowed down

Hợp đồng

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.

Tại sao: 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.

Đầu vàoThe levelled scope and the awardHoldback and payment terms aboveĐầu raSubcontract issued with terms flowed downHeld money matching the contract above
6

Record the award and the buyout result

Báo cáo

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.

Tại sao: 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.

Đầu vàoThe levelled comparisonCommitted value and its estimate lineĐầu raAward recommendation on recordBuyout gain or loss per package
Mô-đun

Các mô-đun trong playbook này

4 / 190 mô-đun nền tảng

The market this case is written for

Canada

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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