Procurement and Tendering - SOS Flashcards
(36 cards)
What are the main procurement routes?
-Traditional Procurement
- Design and Build (D&B)
- Management Contracting
- Construction Management
When is Traditional Procurement appropriate?
Traditional Procurement is suitable when the client prioritizes quality and design control.
What is the main advantage of Design and Build (D&B)?
The main advantage of D&B is cost certainty and a single point of responsibility.
What type of projects benefit from Management Contracting?
Management Contracting is useful for complex projects requiring an early start on site.
Who holds the trade contracts in Construction Management?
In Construction Management, the client holds the trade contracts.
What factors influence procurement route selection?
- Client objectives (time, cost, quality)
- Risk allocation and appetite
- Client’s technical competence and experience
- Market conditions and contractor availability
- Need for early start on site
- Complexity and uniqueness of the project
- Client’s relationship with the supply chain
- Desire to encourage specific behaviours
What are the differences between single-stage and two-stage tendering?
- Single-stage tendering: Full tender based on complete information, competitive, cost certainty, longer duration.
- Two-stage tendering: Initial submission followed by negotiation of final price, allows early contractor involvement, accelerates the programme.
What is negotiated tendering?
Negotiated tendering involves direct negotiation with one contractor.
When is negotiated tendering typically used?
- There is a need for early contractor involvement
- The contractor has specialist expertise
- The project is a repeat commission or extension
- Time constraints prevent competitive tendering
What components are included in tender documentation?
Tender documentation includes:
* Scope of works
* Pricing documents
* Contract data
* Activity schedules
What is important to manage during the tender period?
- Queries
- Issuing addenda
Traditional Procurement?
-Design is completed before construction begins.
-Suitable when the client prioritizes quality and design control.
Design and Build?
-A single contractor is responsible for both design and construction.
-Ideal for clients seeking cost certainty and a single point of responsibility.
Management Contracting?
-A management contractor is appointed to manage trade contractors.
-Useful for complex projects requiring early start on site.
Construction Management?
-Similar to management contracting but the client holds the trade contracts.
-Suitable for experienced clients who want more control and flexibility.
What tool was used to ensure transparency in the tendering process?
-A standardised scoring matrix was used
-This matrix helps in objectively evaluating bids based on predetermined criteria.
What was published in advance to maintain transparency?
-Evaluation criteria were published in advance
-This allows all bidders to understand how their submissions would be assessed.
What log was managed during the tendering process?
-A tender query log was managed
This log tracks questions from bidders and responses provided to ensure all receive the same information.-
How were responses to bidders handled?
-Responses were issued to all bidders simultaneously
-This practice prevents any bidder from gaining an unfair advantage.
What type of trails were maintained throughout the process?
-Audit trails were maintained for all decisions and communications
-Audit trails provide a record for accountability and review.
What feedback was provided to unsuccessful bidders?
-Debriefs were conducted with unsuccessful bidders
-This allows bidders to understand the reasons for their non-selection and improve future submissions.
What is a key advantage of Traditional Procurement?
-Clear separation of design and construction responsibilities.
-High level of design control for the client.
-Competitive tendering can lead to cost savings.
-Well-understood and widely used
What is a disadvantage of Traditional Procurement?
-Longer overall programme due to sequential design and construction.
-Limited contractor input during design phase.
-Higher risk of design-related changes and claims during construction.
Disadvantage of the Design and Build (D&B) method?
-Less design control for the client.
-Quality may be compromised if not well managed.
-Difficult to make changes once the contract is signed.
-Potential for adversarial relationships if scope is unclear.
