案例 / 招标与采购
招标与采购

按AS 4120 code of tendering进行招标

只邀请你会中标授予的投标人,发出带截止时间的单一相同文件套件,以补遗形式向所有人回答每个问题,截止后开标,分别评估符合要求和替代性方案,并通过记录在案的批准而不是第二轮报价来授标。

6 个步骤15 分钟总承包商造价咨询 / 工料测量顾问项目/施工管理公司开发商/业主

运作方式,逐步说明

贯穿平台的 6 个步骤 - 每一步做什么,以及为什么重要。

1

Invite only the tenderers you would actually award to

分包商目录

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.

原因: 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.

输入Market of available buildersCapability and capacity成果Shortlist you would award toReasons the rest are out
2

Issue one identical set with a stated closing time

招投标

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.

原因: 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.

输入Shortlist you would award toDrawings, bill and conditions成果One identical document set issuedClosing time and place stated
3

Answer a question once and send it to everybody

往来函件

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.

原因: 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.

输入Tenderer questionsAnswers from the design team成果Addendum issued to everyoneQuestion and answer trail
4

Hold them closed until the closing time

投标管理

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.

原因: 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.

输入Submitted tendersClosing time成果Tenders opened after the closeRegister of what arrived when
5

Level the conforming offers before you look at the alternatives

投标管理

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.

原因: 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.

输入Tenders opened after the closeThe bill they all priced成果Conforming offers levelledAlternatives assessed on their own
6

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

审批路线

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.

原因: 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.

输入Conforming offers levelledRecommendation to award成果Award approved and datedUnsuccessful tenderers advised
模块

此方案使用的模块

190 个平台模块中的 5

The market this case is written for

澳大利亚

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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