Tendering ARCHIVE Flashcards
Form of Tender
- Signed by all tendering contractors; agree they have reviewed all information keep their bid valid for 90 days
- Client not bound to accept lowest bid
- Not pay any expenses in relation to the tender return
- Responses are correct and true.
Bona Fide Tender
Submitting a tender return with good intentions.
Genuinely interested or available to complete the work.
Length of tender period
Traditional; (w BQ) 4 weeks (sub-contract responses).
D&B; 6-8 weeks dependent on design completeness (contractor to assess design and complete CP).
Two-Stage; 2-3 weeks as prelims only
Larger projects (route dependent) could be much longer
Checking a tender
- Comply with basic instructions.
- Pricing errors, duplications and omissions.
- Pricing weights; is it front loaded (initial work unduly costly to reduce risk for contractor).
- Exclusions and assumptions
ER inclusions
- Prelims,
- Developers spec,
- Area schedules,
- Planning consent,
- Drawings & specifications.
Tender Opening
“Record of Tender Receipt” template;
Contractor name -
Price £££ -
Programme X weeks -
Exclusion, Omissions, Assumptions -
Rank (1/2/3) -
Alternative Tender
Tender Recommendation Report
- Concludes which contractor the client should choose based on their requirements.
- Price is a significant factor but must be balanced with the quality of the CP’s (D&B).
- Outcome of relevant experience, financial standing, resource, performance in interviews (understand scheme, operatives present and not just BDM).
- Confirmed tender returns.
- Any qualifications identified.
- Post-tender adjustments.
- Comparison of tender returns.
Recommendation
Tender errors
Stipulated in tender instructions.
JCT alternative 1; contractor either to confirm the error or withdraw their tender.
Alternative 2 allows the contractor to confirm, amend or withdraw.
View on 1 & 2; 1 is inflexible but arguably the tender process should be carefully considered and allowing change may discourage care.
OJEU
Office Journal of the European Union; website promoting public contracts that must be tendered “openly.”
Work contracts over £4.2m (Local Authorities).
Instruction to Tenderers
What is required and when.
Scoring (e.g. 50/50 Price/Quality).
Questionnaires.
Site visits.
How to submit TQ’s
Tender Analysis
Overview of tender returns.
Qualifications.
Post-tender adjustments (Prov Sum for bricks)
Side by side comparison.
PTE reconciliation.
Recommendation.
Tender Clarifications & Analysis
- Client Team responds to contractor tender queries and questions contractor submissions and the issues clarifications, exclusions and omissions to all tenderers.
- Items have been left blank or excluded should be queried/completed.
- Missing information needs to be identified and the contractor should confirm they have included and submit a price.
- Any provisional sums submitted should be firmed up if they were not client PS’.
BoQ
- Most accurate;
- The more detailed the pricing document, the easier it is to value the works when carrying out a Valuation or when valuing change.
- Also, facilitates better analysis/comparison of tender returns.
Tender documentation
⦁ Contract
⦁ Amends
⦁ ER’s
⦁ Appendix:
(CSA,
Design,
Site Info,
Prelims,
Warranty,
Bond,
PCI,
Tender Compliance
- CSA
- Contractors Proposals
- Quality questions
- Non-canvassing certificate,
- non-collusion certificate,
- form of tender and
- bona fide tender.
