Procurement and Tendering SoE Flashcards
L1 - What is the typical contents of a Tender Report?
List of tenders received
Initial tender return totals
Any qualifications identified
Post tender adjustments
Revised tender sum
Issues to be resolved
Comparison of tender returns
Comparison with pre tender estimate
Recommendation
L2 - What were the disadvantages of using a nomination/negotiation tender route?
There is obviously the risk of not getting a competitive price through this method of tendering.
However, the advantages of having a contractor who knows the site and was successful on previous projects outweighed the conned.
Plus their tender sum was deemed acceptable by the Senior QS
L2 - In Colchester 1, how did you evaluate the tender returns?
Through the use of a scoring matrices
Clients brief was really focused on getting on site as soon as possible. Therefore programme length and lead in times was key.
Sent it out to all project team, architects and MEPH etc. To review tender returns to each of the consultants packages.
L2 - What would you do if a discrepancy was identified within the tender documents / drawings by one of the tendering contractors?
I would clarify with the architect.
Send a clarification back out to the tenderer. or take the more onerous route and go with the more expensive option so costs are covered.
L2 - How did you handle the tender queries?
In open format. Any queries received by contractor, the answer was issued to all tenderers in a tender queries matrix.
L1 - What is said within the 2014 RICS Professional Guidance on tendering?
This Guidance Note summarises what tendering is and how tendering processes are used to establish a contract price
It also compares the different types of tendering and negotiation strategies and their relative advantages and disadvantages.
L1 - What are the four main procurement routes?
Traditional
D&B
Construction Management
Management Construction
L1 what is a PFI?
Private Financial Initiative
Government scheme to bring in private sector project management into public sector projects launched in 1992
The private sector is granted a concession to finance, design & build operate major public projects such as schools and hospitals
The three main types are:
Financially free standing Project undertaken and costs recovered by charging users
e.g. toll roads and bridges;
Joint Venture Public and private sectors contribute but the private sector has overall
control. Contributions and allocation of risk are clearly defined
Services sold: A significant part of the project is capital expenditure by the private
sector and then sold back to the public sector. The public sector requires clear
demonstration that this provides better value for money than option 1) and 2).
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L2 - What would be included within Tender Docs?
During Leeds 1 I was involved in the production of tender documents, these included:
- Invitation to Tender/Letter to tender
- Instruction to Tender
- Form of Tender (Within this is Option A/B)
- Design Information
- Contract Type/Conditions
- Pricing Doc
- ER’s (If D&B)
- CP’s
- Pre-construction health & safety information
- Submission of Bona Fida Tender
- Return Envelope
What examples have you used in L2 Procurement and Tendering
Compiling tender docs for Leeds 1
Evaluating Tender Docs for Colchester 1
Using Negotiation/Nomination for Manchester 1 - Replacement of Glazing
What would you include in a PQQ?
Details of contract particulars, in accordance with practice note 6
Turnover
Previous relevant experience and references
Company accounts
Personnel
Management and organisational structure
Health and safety records
Quality systems and environmental policy/Inclusion Policy/Sustainability Policy
Provision of bonds / warranties / PCG
This is done through questionnaire and interview process with scoring matrix.
