Tình huống / Đấu thầu và mua sắm
Đấu thầu và mua sắm

Chấm thầu theo giá và theo ưu đãi dưới PPPFA

Chọn tỷ lệ điểm mà giá trị gói thầu quy định, nêu rõ các mục tiêu cụ thể trong hồ sơ mời thầu, san bằng các bảng khối lượng đã chào giá để mức giá đem chấm là so sánh được, rồi chấm điểm giá bằng công thức và chấm điểm ưu đãi theo đúng những gì đã công bố.

7 bước13 phútChủ đầu tư / khách hàngCông ty quản lý dự án / thi côngCông ty tư vấn chi phí / QS

Cách hoạt động, từng bước một

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

1

Set the ratio and publish the specific goals

Đấu thầu

Take the ratio from your own estimate of the value: 80 points for price and 20 for preference up to R50 million, 90 and 10 above it. Then write into the tender document the specific goals that will earn the preference points and the number of points each is worth, together with the proof a bidder must submit to claim them.

Tại sao: Under the Preferential Procurement Policy Framework Act 5 of 2000 the goals are the organ of state's to choose, but only in the tender document and only in advance. Goals that commonly appear include the bidder's B-BBEE contributor status level, but nothing is scored by default: an evaluation committee that awards points for a goal the advertisement never mentioned has given every unsuccessful bidder a review, and one that ignores a goal it did publish has done the same.

Đầu vàoPre-tender estimateProcurement policyĐầu raPoints ratioPublished specific goals
2

Register the bids and test them for responsiveness

Quản lý đấu thầu

Log every bid received with its price and the returnable schedules it came with, then run the responsiveness check before any scoring: CIDB registration current and of the right designation, tax status, the goal claims supported by the proof the tender asked for.

Tại sao: Responsiveness is a gate and not a score. A bid that fails it never reaches the points table, and mixing the two up is how a committee ends up defending why it gave a non-responsive bid 78 points instead of why it set the bid aside. Doing the check first, in writing, is what makes the rest of the evaluation short.

Đầu vàoSubmitted bidsReturnable schedulesĐầu raBid registerResponsiveness check
3

Level the priced bills item by item

Bảng khối lượng

Put the priced bills side by side at item level, find the arithmetic errors, the items priced at nil and the qualifications written into a covering letter, and raise a query on each before the price goes into the formula.

Tại sao: The price points formula measures every bid against the lowest one, so an arithmetic slip in the cheapest bid does not just misprice that bid, it moves the score of every other bidder. Levelling is the only step that makes the number going into the formula mean the same thing for everyone.

Đầu vàoPriced billsBidder qualificationsĐầu raComparable pricesTender queries
4

Score price by the formula and preference by the goals

Quản lý đấu thầu

Score price with the formula the regulations give: the lowest acceptable bid takes the full weighting, and every other bid loses the proportion by which it exceeds that lowest bid. Then add the preference points, goal by goal, against the proof each bidder submitted, and total the two.

Tại sao: The formula is what makes preference points decisive rather than decorative. A bid five per cent above the lowest gives up only a small part of its price points, so full preference points can and often do outweigh that gap, and a committee that quietly awards on price alone has ignored the Act. Writing the arithmetic down per bidder is what makes the award defensible.

Đầu vàoLevelled pricesGoal claimsĐầu raPoints per bidderRanking
5

Take the recommendation through the approval route

Tuyến phê duyệt

Send the evaluation report and the points table through the delegation of authority the organ of state works to, so the adjudication decision and the person who took it are both on the record with a date.

Tại sao: A tender award is reviewable, and the first thing a review asks is who decided and on what. An approval trail that shows the points table the decision was taken on, unchanged, answers that in one page. Note also that the Public Procurement Act 28 of 2024 has been passed and is being brought into operation in stages, so record which regime the tender was advertised under.

Đầu vàoPoints tableEvaluation reportĐầu raAward decisionApproval trail
6

Turn the award into a contract with its data filled in

Hợp đồng

Draw up the contract on the form the tender was advertised on and complete the contract data: the accepted priced document, the dates, the securities, the penalty, and the goals the bidder committed to that now become contractual obligations.

Tại sao: A goal that earned preference points and was never written into the contract is a promise nobody can enforce. Carrying the commitments across at signature is what makes the preference part of the score mean something on site rather than only on the scoresheet.

Đầu vàoAward decisionAccepted billĐầu raSigned contractContract data
7

Notify every bidder and close the tender file

Thư từ

Write to the successful and the unsuccessful bidders, publish the award as the organ of state is required to, and close the file with the advertisement, the bids, the responsiveness check, the points table and the approval in it.

Tại sao: An unsuccessful bidder is entitled to know it lost and to ask why, and the answer is the points table. A tender file assembled after a challenge arrives always looks assembled after a challenge arrives; one closed on the day of the award is simply the record.

Đầu vàoFinal rankingBidder listĐầu raNotification lettersTender file
Mô-đun

Các mô-đun trong playbook này

6 / 190 mô-đun nền tảng

The market this case is written for

Nam Phi

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.

Thêm trong Đấu thầu và mua sắm

Đấu thầu và mua sắm

So sánh hồ thầu và trao thầu

Lấy một tập hồ thầu trả về không bao giờ khớp hoàn toàn, quy chúng về cùng một phạm vi, và đ…

3 bước12 phútMở