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1.1 Develop a select list of potential tenderers able to meet the contract criteria and decide how many to invite

Unit 69 – Obtain tenders and appoint successful contractors in construction

Complete all questions referencing supporting evidence in your narrative such as

photographs or documents for performance-based elements. Include evidence that shows

that you have engaged with the activity.

Aim for 100-200 words per question in your written narrative for performance-based

elements.

Knowledge Elements have been coloured in BLUE where an academic answer is required

and NOT work based evidence.

Aim for a minimum of 200 words per Learning Outcome for the Knowledge elements.

Unit 69 – Obtain tenders and appoint successful contractors in construction

1)      Be able to shortlist tenderers.

1.1 Develop a select list of potential tenderers able to meet the contract criteria and decide how many to invite

 

 

 

Supporting Evidence

 

1.2 Choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender

 

 

 

 

Supporting Evidence

 

1.3 Send pre-qualification tender enquiries to potential tenderers, for them to provide evidence about their experience, capability and availability to carry out the work.

 

 

 

Supporting Evidence

 

1.4 Evaluate potential tenderers who respond to the prequalification enquiry against the selection criteria, in order to short list tenderers

 

 

 

1.5 Confirm that the selected tenderers are willing to bid and if necessary refer to the original longlist

 

 

 

Supporting Evidence

 

 

 

 

 

 

 

 

 

 

 

 

2)  Understand how to shortlist tenderers

2.1 Propose how to develop a select list of potential tenderers able to meet the contract criteria and decide how many to invite.

 

 

 

 

 

Supporting Evidence

 

2.2 Evaluate how to choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender

 

 

 

 

2.3 Explain how to send pre-qualification tender enquiries to potential tenderers, for them to provide evidence about their experience, capability and availability to carry out the work.

 

 

 

 

 

2.4 Evaluate how to evaluate potential tenderers who respond to the prequalification enquiry against the selection criteria, in order to short list tenderers

 

 

 

 

2.5 Explain how to confirm that the selected tenderers are willing to bid and if necessary refer to the original longlist

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3)      Be able to select bills of quantities

3.1 Identify bills of quantities which are suitable for the type of procurement and evaluate the options against relevant criteria

 

 

 

 

Supporting Evidence

 

3.2 Select valid options for bills of quantities, discuss them with the client and other people who have an interest and agree a form

 

 

 

 

Supporting Evidence

 

3.3 Forecast the prime cost, provisional sums and contingencies so that they can be included in the bills of quantities

 

 

 

 

Supporting Evidence

 

3.4 Prepare an accurate bill of preliminaries which describes the needs of the contractor and the client

 

 

 

 

Supporting Evidence

 

3.5 Check the final drafts and approving those which are accurate for production and printing

 

 

 

 

Supporting Evidence

 


 

4) Understand how to select bills of quantities

4.1 Describe how to identify bills of quantities which are suitable for the type of procurement and evaluate the options against relevant criteria

 

 

 

 

 

4.2 Evaluate how to select valid options for bills of quantities, discuss them with the client and other people who have an interest and agree a form

 

 

 

 

 

 

4.3 Examine how to forecast the prime cost, provisional sums and contingencies so that they can be included in the bills of quantities

 

 

 

 

4.4 Explain how to prepare an accurate bill of preliminaries which describes the needs of the contractor and the client

 

 

 

 

 

4.5 Explain how to check the final drafts and approve those which are accurate for production and printing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. 5.      Be able to obtain tenders

5.1 Select an appropriate type of tender.

 

 

 

 

 

Supporting Evidence

 

5.2 Review tender documents to ensure that they cover the scope of the works and contract requirements.

 

 

 

 

 

Supporting Evidence

 

 

 

 

 

 

 

 

 

5.3 Ensure that all required tender documents are issued in accordance with agreed procedures

 

 

 

 

Supporting Evidence

 

5.4 Investigate any errors, omissions and ambiguities which are reported by tenderers and amend the tender documents to correct them and ensure that addendums are re-issued

 

 


 

Supporting Evidence

 

5.5 Agree and implement action when tenderers withdraw from the process

 

 

 

Supporting Evidence

 

 

6) Understand how to obtain tenders

6.1 Evaluate how to select an appropriate type of tender

 

 

 

 

6.2 Examine how to review tender documents to ensure that they cover the scope of the works and contract requirements

 


 

 

Supporting Evidence

 

 

6.3 Explain how to ensure that all required tender documents are issued in accordance with agreed procedures

 

 

 

 

6.4 Examine how to investigate any errors, omissions and ambiguities which are reported by tenderers and amend the tender documents to correct them and ensure that addendums are re-issued

 

 

 

 

Supporting Evidence

 

6.5 Evaluate how to agree and implement action when tenderers withdraw from the process

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7) Be able to evaluate tenders and appoint contractors.

7.1 Acknowledge and evaluate the tenders received against the agreed criteria

 

 

 

 

Supporting Evidence

 

7.2 Modify and repeat the tendering processes if too few tenders are received in order to show that there has been adequate competition

 

 

 

 

Supporting Evidence

 

 

7.3 Check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise

 

 

 

Supporting Evidence

 

7.4 Choose the tender which best meets the criteria

 

 

 

 

Supporting Evidence

 

7.5 Negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer(s) and confirm them in writing, subject to contract

 

 

 

Supporting Evidence

 

7.6 Appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result

 

 

 

 

Supporting Evidence

 

8) Understand how to evaluate tenders and appoint contractors

8.1 Explain how to acknowledge and evaluate the tenders received against the agreed criteria

 

 

 

 

8.2 Explain how to modify and repeat the tendering processes if too few tenders are received in order to show that there has been adequate competition

 

 

 

 

 

8.3 Explain how to check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise

 

 

 

 

8.4 Evaluate how to choose the tender which best meets the criteria

 

 

 

 

 

8.5 Propose how to negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer(s) and confirm them in writing, subject to contract

 

 

 

 

 

Supporting Evidence

 

8.6 Evaluate how to appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result

 

 

 

 

Unit 69 – Obtain tenders and appoint successful contractors in construction

 

 


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