Traditional contract: tender - Revision history

Designing Buildings at 12:03, 3 January 2023

2023-01-03T12:03:52Z

← Older revision		Revision as of 12:03, 3 January 2023
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	The lead consultant instigates a change control procedure for the tender documents and the lead designer arranges printing of the tender documents.		The lead consultant instigates a change control procedure for the tender documents and the lead designer arranges printing of the tender documents.

−	= Identifying potential tenderers. =	+	= Identifying potential tenderers =

	From responses received to any adverts placed, or from recommendations received, the contract administrator co-ordinates the preparation of a long list of potential tenderers (the client may wish to include particular tenderers on this list). The contract administrator issues pre-qualification questionnaires to the long list of potential tenderers.		From responses received to any adverts placed, or from recommendations received, the contract administrator co-ordinates the preparation of a long list of potential tenderers (the client may wish to include particular tenderers on this list). The contract administrator issues pre-qualification questionnaires to the long list of potential tenderers.

Designing Buildings at 08:18, 21 September 2020

2020-09-21T08:18:37Z

← Older revision		Revision as of 08:18, 21 September 2020
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	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_production_information\|previous stage]] \| [[Traditional_contract:_mobilisation\|next stage]]		⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_production_information\|previous stage]] \| [[Traditional_contract:_mobilisation\|next stage]]

−	[[Category:Traditional_contract]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Traditional_contract]]

109.157.139.39 at 08:32, 13 December 2015

2015-12-13T08:32:37Z

← Older revision		Revision as of 08:32, 13 December 2015
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		+	[[File:Project_plan_traditional_contract.jpg\|link=Traditional_contract:_outline_work_plan]]

−	~~[[File:Project plan traditional~~ contract.~~jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]<br/>~~	+	The tender stage is the process of selecting and appointing the contractor for the main construction contract.

−	~~The tender~~ stage ~~is the process of selecting and appointing the contractor for the main construction contract~~.~~<br/>~~	+	= Starting the work stage. =

−	~~= '''Starting the work stage.'''<br/> =~~	+	The lead consultant co-ordinates a start-up meeting with the consultant team and the client to agree the programme and procedures that will be adopted for tendering. The client gives any instructions necessary regarding lists of approved contractors, OJEU requirements, preferred form of contract, contract conditions, the allocation of risk and the appointment of the contract administrator. The contract administrator agrees with the client their delegated limit for issuing instructions in relation to the contract.
−		+
−	The lead consultant co-ordinates a start-up meeting with the consultant team and the client to agree the programme and procedures that will be adopted for tendering. The client gives any instructions necessary regarding lists of approved contractors, OJEU requirements, preferred form of contract, contract conditions, the allocation of risk and the appointment of the contract administrator. The contract administrator agrees with the client their delegated limit for issuing instructions in relation to the contract.~~<br/>~~	+

	The lead consultant and client prepare selection criteria for contractors and if appropriate, pre-qualification questionnaires. If it is necessary and has not already been done, OJEU or other adverts are prepared although, ideally, in order to avoid serious delays, this should have been done when planning approval was received.		The lead consultant and client prepare selection criteria for contractors and if appropriate, pre-qualification questionnaires. If it is necessary and has not already been done, OJEU or other adverts are prepared although, ideally, in order to avoid serious delays, this should have been done when planning approval was received.

−	The client takes advice from the lead designer and decides whether to appoint, or arrange for the appointment of site inspectors.~~<br/>~~	+	The client takes advice from the lead designer and decides whether to appoint, or arrange for the appointment of site inspectors.

−	= ~~'''~~Preparing the tender documentation.~~'''<br/>~~ =	+	= Preparing the tender documentation. =

	NB Throughout this stage, The lead designer co-ordinates completion of statutory approvals and other approvals and negotiations (such as negotiations with insurers etc.)		NB Throughout this stage, The lead designer co-ordinates completion of statutory approvals and other approvals and negotiations (such as negotiations with insurers etc.)

−	The lead consultant co-ordinates advice from the consultant team on the form of contract and contract conditions and advises the client. The client considers advice on the form of contract and contract conditions and instructs the lead consultant.~~<br/>~~	+	The lead consultant co-ordinates advice from the consultant team on the form of contract and contract conditions and advises the client. The client considers advice on the form of contract and contract conditions and instructs the lead consultant.

−	The lead designer co-ordinates the preparation of tender documentation and any other information required for the preparation of the pre-tender estimate, cash flow projection and tender pricing document. The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.~~<br/>~~	+	The lead designer co-ordinates the preparation of tender documentation and any other information required for the preparation of the pre-tender estimate, cash flow projection and tender pricing document. The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.

	The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.		The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.
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	The client considers the tender documents (including assessment of the pre-tender estimate in relation to the budget) and issues instructions to make further amendments if necessary.		The client considers the tender documents (including assessment of the pre-tender estimate in relation to the budget) and issues instructions to make further amendments if necessary.

−	The lead consultant instigates a change control procedure for the tender documents and the lead designer arranges printing of the tender documents.~~<br/>~~	+	The lead consultant instigates a change control procedure for the tender documents and the lead designer arranges printing of the tender documents.

−	= ~~'''~~Identifying potential tenderers.~~'''<br/>~~ =	+	= Identifying potential tenderers. =

−	From responses received to any adverts placed, or from recommendations received, the contract administrator co-ordinates the preparation of a long list of potential tenderers (the client may wish to include particular tenderers on this list). The contract administrator issues pre-qualification questionnaires to the long list of potential tenderers.~~<br/>~~	+	From responses received to any adverts placed, or from recommendations received, the contract administrator co-ordinates the preparation of a long list of potential tenderers (the client may wish to include particular tenderers on this list). The contract administrator issues pre-qualification questionnaires to the long list of potential tenderers.

−	The contract administrator receives completed pre-qualification questionnaires from the long list of potential tenderers and the cost consultant carries out financial checks on potential tenderers (ideally the contract should not be more than 20% of the annual turnover of the potential tenderers).~~<br/>~~	+	The contract administrator receives completed pre-qualification questionnaires from the long list of potential tenderers and the cost consultant carries out financial checks on potential tenderers (ideally the contract should not be more than 20% of the annual turnover of the potential tenderers).

−	The contract administrator prepares a short list of tenderers for client comment or approval. The client accepts or alters the initial short list of tenderers and instructs the contract administrator to arrange pre-tender interviews with the initial short list of tenderers.~~<br/>~~	+	The contract administrator prepares a short list of tenderers for client comment or approval. The client accepts or alters the initial short list of tenderers and instructs the contract administrator to arrange pre-tender interviews with the initial short list of tenderers.

−	Following the pre-tender interviews, the contract administrator co-ordinates any amendments to the initial short list of tenderers and agrees the final short list of tenderers with the client. If necessary, following comments received during the pre-tender interviews, the contract administrator co-ordinates amendments to the tender documentation.	+	Following the pre-tender interviews, the contract administrator co-ordinates any amendments to the initial short list of tenderers and agrees the final short list of tenderers with the client. If necessary, following comments received during the pre-tender interviews, the contract administrator co-ordinates amendments to the tender documentation.

−	= ~~'''~~Identifying the preferred tenderer(s).~~'''~~ =	+	= Identifying the preferred tenderer(s). =

	The cost consultant collates tender documents for the main contract and arranges dispatch and return to and from the tenderers.		The cost consultant collates tender documents for the main contract and arranges dispatch and return to and from the tenderers.
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	The client receives the tender appraisals from the consultant team, and instructs the contract administrator to enter into negotiations with the preferred tenderer(s). A reserve tenderer may be retained in the event that negotiations with the preferred tenderer are unsuccessful.		The client receives the tender appraisals from the consultant team, and instructs the contract administrator to enter into negotiations with the preferred tenderer(s). A reserve tenderer may be retained in the event that negotiations with the preferred tenderer are unsuccessful.

−	= ~~'''~~Entering into negotiations with the preferred tenderer(s).~~'''~~ =	+	= Entering into negotiations with the preferred tenderer(s). =

	The contract administrator co-ordinates negotiations with the preferred tenderer(s). Negotiations may be led at different stages by the cost consultant, contract administrator, lead designer, architect or by a client representative such as a project manager. It is paramount in any negotiation that the individuals at the negotiating table either have authority to fully negotiate terms or make it clear from the start the limits of their authority. This may mean re-convening with the right people empowered to make decisions.		The contract administrator co-ordinates negotiations with the preferred tenderer(s). Negotiations may be led at different stages by the cost consultant, contract administrator, lead designer, architect or by a client representative such as a project manager. It is paramount in any negotiation that the individuals at the negotiating table either have authority to fully negotiate terms or make it clear from the start the limits of their authority. This may mean re-convening with the right people empowered to make decisions.

−	The contract administrator co-ordinates the preparation of a tender report. The client considers the tender report; and if necessary instructs changes to the tender documents. If instructed the contract administrator co-ordinates adjustments to tender documents and requests a revised tender from the preferred tenderer(s).	+	The contract administrator co-ordinates the preparation of a tender report. The client considers the tender report; and if necessary instructs changes to the tender documents. If instructed the contract administrator co-ordinates adjustments to tender documents and requests a revised tender from the preferred tenderer(s).

−	= ~~'''~~Appointing the contractor.~~'''~~ =	+	= Appointing the contractor. =

	Before a decision is made to appoint the preferred tenderer, the client must ensure adequate funding is in place.		Before a decision is made to appoint the preferred tenderer, the client must ensure adequate funding is in place.

−	The contract administrator (or sometimes the cost consultant) collates the contract documents and arranges for the ~~execution~~ (engrossment) of two copies, one for the client and one for the contractor. Alternatively, the client might retain one executed contract, with certified copies being issued to the contractor, this can avoid potential errors in preparing two contracts for execution. The contractor may be required to provide: a performance bond, warranties and evidence of insurance cover.	+	The contract administrator (or sometimes the cost consultant) collates the contract documents and arranges for the printing (engrossment) and execution of two copies, one for the client and one for the contractor. Alternatively, the client might retain one executed contract, with certified copies being issued to the contractor, this can avoid potential errors in preparing two contracts for execution. The contractor may be required to provide: a performance bond, warranties and evidence of insurance cover.

	The contract administrator (or sometimes the cost consultant) arranges for copies of the contract documentation (or relevant parts) to be issued to the consultant team.		The contract administrator (or sometimes the cost consultant) arranges for copies of the contract documentation (or relevant parts) to be issued to the consultant team.
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	The contract administrator informs other tenderers that they have been unsuccessful.		The contract administrator informs other tenderers that they have been unsuccessful.

−	----	+	-----
−		+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_production_information\|previous stage]] \| [[Traditional_contract:_mobilisation\|next stage]]
−	⇒ [[~~Traditional%20contract%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Traditional%20contract%3A%20production%20information~~\|previous stage]] \| [[~~Traditional%20contract%3A%20mobilisation~~\|next stage]]	+

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings: Removed protection from "Traditional contract: tender"

2015-12-09T09:49:51Z

Removed protection from "Traditional contract: tender"

← Older revision

Revision as of 09:49, 9 December 2015

Designing Buildings at 14:32, 24 June 2015

2015-06-24T14:32:36Z

Show changes

Designing Buildings at 16:39, 7 April 2015

2015-04-07T16:39:54Z

Designing Buildings at 18:08, 3 March 2014

2014-03-03T18:08:00Z

← Older revision		Revision as of 18:08, 3 March 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=~~Traditional_contract~~:~~_outline_work_plan~~]]The tender stage is the process of selecting and appointing the contractor for the main construction contract.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]The tender stage is the process of selecting and appointing the contractor for the main construction contract.

	----		----
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	#The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.		#The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.
	#The CDM co-ordinator co-ordinates the preparation of pre-construction Information.		#The CDM co-ordinator co-ordinates the preparation of pre-construction Information.
−	#The client ~~develops~~, or ~~arranges~~ for the consultant team to develop, ~~the~~ site waste management plan.	+	#The client may develop, or arrange for the consultant team to develop, a site waste management plan.
	#The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.		#The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.
	#The client considers the tender documents (including assessment of the pre-tender estimate in relation to the budget) and issues instructions to make further amendments if necessary.		#The client considers the tender documents (including assessment of the pre-tender estimate in relation to the budget) and issues instructions to make further amendments if necessary.

Designing Buildings at 14:15, 27 February 2014

2014-02-27T14:15:49Z

← Older revision		Revision as of 14:15, 27 February 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px]]The tender stage is the process of selecting and appointing the contractor for the main construction contract.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional_contract:_outline_work_plan]]The tender stage is the process of selecting and appointing the contractor for the main construction contract.

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Designing Buildings at 17:13, 26 June 2013

2013-06-26T17:13:44Z

← Older revision		Revision as of 17:13, 26 June 2013
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−	The tender stage is the process of selecting and appointing the contractor for the main construction contract.	+	[[File:Project plan traditional contract.jpg\|800x106px]]The tender stage is the process of selecting and appointing the contractor for the main construction contract.

	----		----

Designing Buildings at 16:19, 26 June 2013

2013-06-26T16:19:29Z

← Older revision		Revision as of 16:19, 26 June 2013
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	The tender stage is the process of selecting and appointing the contractor for the main construction contract.		The tender stage is the process of selecting and appointing the contractor for the main construction contract.

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|outline plan]] \| [[~~Traditional_contract:_production_information~~\|previous stage]] \| [[~~Traditional_contract:_mobilisation~~\|next stage]]	+	----
		+
		+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20production%20information\|previous stage]] \| [[Traditional%20contract%3A%20mobilisation\|next stage]]

	----		----
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	----		----

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|outline plan]] \| [[~~Traditional_contract:_production_information~~\|previous stage]] \| [[~~Traditional_contract:_mobilisation~~\|next stage]]	+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20production%20information\|previous stage]] \| [[Traditional%20contract%3A%20mobilisation\|next stage]]

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

← Older revision		Revision as of 16:39, 7 April 2015
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	#The lead designer co-ordinates the preparation of tender documentation and any other information required for the preparation of the pre-tender estimate, cash flow projection and tender pricing document.		#The lead designer co-ordinates the preparation of tender documentation and any other information required for the preparation of the pre-tender estimate, cash flow projection and tender pricing document.
	#The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.		#The cost consultant prepares the pre-tender estimate, cash flow projection and tender pricing document.
−	#The ~~CDM co-ordinator~~ co-ordinates the preparation of pre-construction Information.	+	#The principal designer co-ordinates the preparation of pre-construction Information.
	#The client may develop, or arrange for the consultant team to develop, a site waste management plan.		#The client may develop, or arrange for the consultant team to develop, a site waste management plan.
	#The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.		#The lead consultant co-ordinates a review of the tender documents and issues instructions to make amendments if necessary.
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	#The contract administrator receives completed pre-qualification questionnaires from the long list of potential tenderers.		#The contract administrator receives completed pre-qualification questionnaires from the long list of potential tenderers.
	#The cost consultant carries out financial checks on potential tenderers (ideally the contract should not be more than 20% of the annual turnover of the potential tenderers).		#The cost consultant carries out financial checks on potential tenderers (ideally the contract should not be more than 20% of the annual turnover of the potential tenderers).
−	~~#The CDM co-ordinator advises on potential tenderers competence as principal contractor.~~
	#The contract administrator prepares a short list of tenderers for client comment or approval.		#The contract administrator prepares a short list of tenderers for client comment or approval.
	#The client accepts or alters the initial short list of tenderers and instructs the contract administrator to arrange pre-tender interviews with the initial short list of tenderers.		#The client accepts or alters the initial short list of tenderers and instructs the contract administrator to arrange pre-tender interviews with the initial short list of tenderers.
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	#The contract administrator co-ordinates the assessment of the tenders (this may include further interviews).		#The contract administrator co-ordinates the assessment of the tenders (this may include further interviews).
	#The lead designer co-ordinates assessment of any contractor's proposals submitted by tenders.		#The lead designer co-ordinates assessment of any contractor's proposals submitted by tenders.
−	~~#The CDM co-ordinator assesses any initial construction phase plans submitted by the tenders.~~
	#The client receives the tender appraisals from the consultant team, and instructs the contract administrator to enter into negotiations with the preferred tenderer(s). A reserve tenderer may be retained in the event that negotiations with the preferred tenderer are unsuccessful.		#The client receives the tender appraisals from the consultant team, and instructs the contract administrator to enter into negotiations with the preferred tenderer(s). A reserve tenderer may be retained in the event that negotiations with the preferred tenderer are unsuccessful.

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	#The contract administrator (or sometimes the cost consultant) collates the contract documents and arranges for the execution (engrossment) of two copies, one for the client and one for the contractor. Alternatively, the client might retain one executed contract, with certified copies being issued to the contractor, this can avoid potential errors in preparing two contracts for execution. The contractor may be required to provide: a performance bond, warranties and evidence of insurance cover.		#The contract administrator (or sometimes the cost consultant) collates the contract documents and arranges for the execution (engrossment) of two copies, one for the client and one for the contractor. Alternatively, the client might retain one executed contract, with certified copies being issued to the contractor, this can avoid potential errors in preparing two contracts for execution. The contractor may be required to provide: a performance bond, warranties and evidence of insurance cover.
	#The contract administrator (or sometimes the cost consultant) arranges for copies of the contract documentation (or relevant parts) to be issued to the consultant team.		#The contract administrator (or sometimes the cost consultant) arranges for copies of the contract documentation (or relevant parts) to be issued to the consultant team.
−	~~#The CDM co-ordinator notifies the the Health and Safety Executive of the principal contractor's contact details.~~
	#The contract administrator informs other tenderers that they have been unsuccessful.		#The contract administrator informs other tenderers that they have been unsuccessful.