Upload
phamdat
View
221
Download
2
Embed Size (px)
Citation preview
Tendering (CONS6811) Lara Tookey
Session THREE
•Stage 1 – Initial actions & appraisals: • What type of tendering methods are there? • What does qualification mean? • Do you (the MC) bid for every job? • Do you (the MC) price every job the same? • Is planning important prior to starting your
tender?
Tendering (CONS6811) Lara Tookey
1. Find a suitable contractor To be selected at a time which is suited to the
circumstances of the project.
2. Obtain a price from the relevant contractor at an appropriate time.
Tendering (CONS6811) Lara Tookey
ACTIVITY (10 MIN) Working with your peers
•Outline the various tendering methods that can be used to obtain a competitive tender.
•What are the benefits and limitations of each?
•Which one, as a MC, would you prefer to work with?
Tendering (CONS6811) Lara Tookey
What type of tendering methods are there?
• Open
• Selective • Single-stage
• Two-stage
• Negotiated
Tendering (CONS6811) Lara Tookey
Request for Proposal
Request for Tender
Request for Expression of
Interest
Tender
Tender Evaluation
MC selection
Negotiation….
Contract Awarded
Tendering (CONS6811) Lara Tookey
EOI / RFPT ~ Contractual Obligations
Customer’s requirements & perception 1. Needs 2. Specifications 3. Objectives 4. Performance
Contractor offering • Products • Resources
1. People 2. Technology 3. Skills 4. Facilities
Customer makes an OFFER to the MC to tender
MC ACCEPTS to tender
Tendering (CONS6811) Lara Tookey
• Case law in NZ holds that TENDERING CONTRACTS exist between the principal and each tenderer.
• It is therefore essential that a proper procedure
be set up for calling, receiving and examining tenders.
• All interested parties should be fully aware of how the system operates.
Tendering (CONS6811) Lara Tookey
Case Law: Tenderers’ Contracts
• Pratt Contractors Ltd v Palmerston North City Council [ (Dec 1984) CP76/92] • It was held that “In selecting a particular
tenderer, the Council is in my view bound by the terms it has itself imposed, as well as the requirements of fairness and equity which may well have an application.”
Tendering (CONS6811) Lara Tookey
Weebly / Contractors’ Perspective / Stage 1 • Expression of Interest - East & West
Foreshore Borrow Pit Excavations
• Statement for Expression of Interest for Engineering Feasibility Study
• Registration of Interest - Transmission Gully PPP
• Housing New Zealand Request for Proposals
• Request for Tender - Contract for Professional Services
Tendering (CONS6811) Lara Tookey
ACTIVITY (20 MIN) Working with your peers
•What does each one tell us?
•What, if any, are the similarities between the various invitations.
•Are there are issues that concern you?
Tendering (CONS6811) Lara Tookey
Format of an ideal EOI / Tender Notice • Name of Project.
• Name & Address of the Company requesting the tender.
• Location of site.
• Approximate estimated cost of work.
• Period of completion.
• Date on which the Tender Document is available for collection.
Tendering (CONS6811) Lara Tookey
• Date and time up to which tender documents can be obtained.
• The cost of tender documents.
• The date and time for submission of tenders / tender opening.
• Specifications.
• Eligibility Criterion.
Tendering (CONS6811) Lara Tookey
Scope of Project
• Define the aims and scope of the project. • What are the needs / interests of the Principal…
• Review the Procurement Strategy – the aims etc should be embodied therein.
Tendering (CONS6811) Lara Tookey
Project Objectives
• The Client must take particular care in defining these.
• It is a good idea to include a brief statement of these at the beginning of the tender documents.
Tendering (CONS6811) Lara Tookey
EOI / RFPT Purpose
• EOI / RFPT is the usual documentary mechanism used to seek tenders from service providers.
Tendering (CONS6811) Lara Tookey
EOI / RFPT Purpose
• It informs potential tenderers of the: • Purpose and nature & contracting processes;
• Terms & conditions & any associated contract(s);
• Information required for evaluating a tender; and
• Process & criteria (and broad weightings if appropriate) to be used in the evaluation.
Tendering (CONS6811) Lara Tookey
EOI / RFPT Content
• Usually include the following components: • Conditions of tendering
• Tender form and/or pricing schedule(s)
• Schedules of information
• Standard conditions of contract
• Special conditions of contract
• Technical specifications
• Drawings (where applicable)
Tendering (CONS6811) Lara Tookey
EOI / RFPT Content cont.
•Must include • A clear and unambiguous description of the
proposed procurement process, including the: • Proposed contract conditions
• Work, assets and services to be delivered through the contract;
• Information to be lodged in the tender;
• Tendering process, including the basis for evaluating tenders; and
• Decisions that will flow from the tendering process.
Tendering (CONS6811) Lara Tookey
Remember:
• The clearer you are able to articulate what you want, the better, more informed EOI / RFPT you will receive.
Tendering (CONS6811) Lara Tookey
Prepare tender enquiry form
• Do you wish to be considered? • No – do nothing
• Yes – submit the form / document as required.
Tendering (CONS6811) Lara Tookey
Meridian North Bank Tunnel Project
• Pg 9: Information to be submitted • EOI form provided
• Supporting information to address the following topics: • Approach to project
• Management
• Technical skills, track record & relevant experience
• Resources
Tendering (CONS6811) Lara Tookey
Prequalification questionnaires
• NZTA Pre-qualification application link
Tendering (CONS6811) Lara Tookey
Invitation to tender
Assign project manager
Initiate tendering process
Estimating activities
Cost Estimate
Estimator’s report
Tender adjudication
Contract / negotiate
Programme
Planning activities
Establish overall strategy
& framework for bid
Form project team
Records Submission
Assign proposals manager /
operations director
Yes
No Decision to
tender
Risk &
opportunities
analysis
Lost
Won
Tendering (CONS6811) Lara Tookey
M. Marzouk, M., & Moselhi, O. (2003). A decision support tool for construction bidding. Construction Innovation, 3, 111–124.
• “Contractors frequently face two main questions in the bidding process: • 1) whether to bid or not, and
• 2) what markup to allocate, if they decide to bid”.
• “The first question can be addressed based on project characteristics, market conditions, and current workload of contractors.”
• The second will be dealt with later.
Tendering (CONS6811) Lara Tookey
ACTIVITY (15 MIN) Working with your peers
What questions do you think you (the MC) should ask before a
decision to bid is made?
Tendering (CONS6811) Lara Tookey
• Is sufficient time being allowed for the proper preparation of an estimate & subsequent tender?
• What are the Conditions of Contract?
• Are the operating conditions clearly defined?
• Stages in work; timing; access to site etc.
• What is the value & extent of project?
Tendering (CONS6811) Lara Tookey
• Is the design well developed or hastily prepared?
• Have standard methods of measurement been used? If not, which method has been used?
• If Schedules of Quantities have not been prepared, will extra time be allowed?
• If quantities have to be ‘taken off’, is there sufficient detail?
Tendering (CONS6811) Lara Tookey
• Nature of job & overall corporate objectives;
• Present construction workload; • Future commitments; • Present estimating workload;
• Previous experience with: • Similar type of work; • Consultants; • Client
Tendering (CONS6811) Lara Tookey
• Availability of • manpower, supervisory staff; • plant, machinery, material; • financial resources of contractor;
• Market conditions;
• General economic & political situation & outlook;
Tendering (CONS6811) Lara Tookey
• Description of tender docs;
• Date of issue; • Tender period available; • Acceptance period; • Notification of unsuccessful tenderers.
• Has the project been advertised before (tenders invited?)
• Latest date for receipt of acceptance of invitation to tender.
• Tender period.
Tendering (CONS6811) Lara Tookey
• Mark-up allocation
• Lowest price
• Repeat work
• Boom / Bust market conditions
Tendering (CONS6811) Lara Tookey
ACTIVITY (10 MIN) Working with your peers
What do you, the MC, need to do in order to submit a competitive tender?
• Identify at least seven activities that you will need to undertake.
•What impact does this have on your tender submission?
Tendering (CONS6811) Lara Tookey
Estimate Programme:
• Latest date for dispatch of enquiries for: • Materials, plant & sub-contracted items
• Latest date for receipt of quotations
• Measurement of quantities
• Visits to consultants (optional)
Tendering (CONS6811) Lara Tookey
Estimate Programme:
• Site visits
• Finalization of method statement
• Completion of measurement
• Completion of pricing
• Adjudication meeting
• Submission of tender.
Tendering (CONS6811) Lara Tookey
ACTIVITY (10 MIN) Working with your peers
Consider what difficulties the Client and the MC could experience due to inadequate tender information being made available.