案例 / 招标与采购
招标与采购

按 PPPFA 对价格和优惠分进行评标

按招标金额决定分值比例,在招标文件里写明具体目标,把各家报价的清单拉平,使你评的价格具有可比性,再按公式给价格评分,并按已公布的内容给优惠评分。

7 个步骤13 分钟开发商/业主项目/施工管理公司造价咨询 / 工料测量顾问

运作方式,逐步说明

贯穿平台的 7 个步骤 - 每一步做什么,以及为什么重要。

1

Set the ratio and publish the specific goals

招投标

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.

原因: 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.

输入Pre-tender estimateProcurement policy成果Points ratioPublished specific goals
2

Register the bids and test them for responsiveness

投标管理

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.

原因: 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.

输入Submitted bidsReturnable schedules成果Bid registerResponsiveness check
3

Level the priced bills item by item

工程量清单

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.

原因: 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.

输入Priced billsBidder qualifications成果Comparable pricesTender queries
4

Score price by the formula and preference by the goals

投标管理

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.

原因: 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.

输入Levelled pricesGoal claims成果Points per bidderRanking
5

Take the recommendation through the approval route

审批路线

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.

原因: 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.

输入Points tableEvaluation report成果Award decisionApproval trail
6

Turn the award into a contract with its data filled in

合同

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.

原因: 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.

输入Award decisionAccepted bill成果Signed contractContract data
7

Notify every bidder and close the tender file

往来函件

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.

原因: 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.

输入Final rankingBidder list成果Notification lettersTender file
模块

此方案使用的模块

190 个平台模块中的 6

The market this case is written for

南非

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.

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