Tools: you will need…. Tools: you will need….

PenPen

PaperPaper

Calculator Calculator

If you don’t have these then this is your “A warning”, meaning that you attended but did not take part

If you don’t have these next week then do not come to class- you will be marked absent

Measuring, Estimating and Tendering ProcessesMeasuring, Estimating and Tendering Processes

There are two assessments which will be worked through in class and There are two assessments which will be worked through in class and largely through directed study.largely through directed study.

The assessment board states that deadlines must be enforced .The assessment board states that deadlines must be enforced .

Course quality enhancementsCourse quality enhancements

From January 2009, From January 2009, employersemployers will have access to monitor the SIP will have access to monitor the SIP (student information portal and moodle) where results and tutor (student information portal and moodle) where results and tutor comments are stored on a weekly basis) comments are stored on a weekly basis)

““New, “now live” New, “now live” Meetings recordrecord-formal and informal.-formal and informal.

““New, “now live” New, “now live” Staff and Employer, “Student Tracking” Facility.” Facility.

Assessment board decisions are independent and are rarely overturned.Assessment board decisions are independent and are rarely overturned.

Good luck Good luck

Directed study….Directed study….

…….requires considerable individual .requires considerable individual initiative and require the ability to work initiative and require the ability to work independently. independently. …….represents an excellent opportunity for .represents an excellent opportunity for you to design your own learning and allow you to design your own learning and allow you to work more closely with other you to work more closely with other students.students.NextNext--gogo to moodleto moodle section 9 and download section 9 and download this file (Tender intro )this file (Tender intro )

Btec National CertificateBtec National Certificate

Unit 9 Estimating and Tendering

Unit Description

provides a fundamental understanding of tendering

To enable students to develop a commercial awareness of tendering

AimsAimsOn completing this unit you On completing this unit you

will be able to:will be able to:

Understand what procurement is in construction

Explain the purpose of tendering.

Identify the methods of tendering

Summary

To achieve this unit a student must be able to:

produce a tender

formulate an estimate

Evaluate different tendering procedures and contractual arrangements

What is tendering?What is tendering?

To explain tendering we must place it in To explain tendering we must place it in the context of the process from the client's the context of the process from the client's idea for a building to its constructionidea for a building to its construction

The client will have approved the The client will have approved the architect's design and working drawings architect's design and working drawings will have been produced. will have been produced.

The client's quantity surveyor will have The client's quantity surveyor will have measured from these drawings to produce measured from these drawings to produce a bill of quantities.a bill of quantities.

The design team now has to select a The design team now has to select a method of procurement for the project and method of procurement for the project and decide on the best method of tendering.decide on the best method of tendering.

Tendering involves sending out the tender Tendering involves sending out the tender drawings and the bill of quantities or a drawings and the bill of quantities or a specification in order to receive prices in specification in order to receive prices in the form of estimates from main the form of estimates from main contractors.contractors.

PURPOSE OF TENDERINGPURPOSE OF TENDERING

Two things need to be considered before Two things need to be considered before the tendering process can be considered - the tendering process can be considered - the procurement option and second the the procurement option and second the contract options:contract options:

Procurement is the process by which a Procurement is the process by which a contractor is selected to construct the contractor is selected to construct the building with regard to the contractual building with regard to the contractual arrangement between the parties.arrangement between the parties.

The contract option is the contractual The contract option is the contractual arrangement that will exist between the arrangement that will exist between the client and the main contractor.client and the main contractor.

There are three main options:There are three main options:

Traditional.Traditional.

Design and build.Design and build.

Contract management.Contract management.

Procurement optionsProcurement options

Traditional procurementTraditional procurement

The client selects a designer, who The client selects a designer, who produces the agreed design. produces the agreed design.

A main contractor is then selected on a A main contractor is then selected on a competitive bid. competitive bid.

The contractor completes the project to The contractor completes the project to handover. handover.

The designer supervises the works during The designer supervises the works during this period.this period.

Design and buildDesign and build

In this method the client selects a main In this method the client selects a main contractor to design the building and then contractor to design the building and then construct it under a single contract.construct it under a single contract.

Contracts managementContracts management

A management contractor is employed by A management contractor is employed by the client to manage complex and large the client to manage complex and large projects. projects.

This person does not design the work nor This person does not design the work nor directly build it.directly build it.

The following is an exercise to check your understanding of The following is an exercise to check your understanding of what the different methods of procurement meanwhat the different methods of procurement mean

Match the procurement options to the correct descriptionsMatch the procurement options to the correct descriptions

1.The client employs a separate designer and construction company1.The client employs a separate designer and construction company

Traditional.

2.The client employs one company for the whole project2.The client employs one company for the whole project

Design and build.

3.The client employs a manager to run the whole project3.The client employs a manager to run the whole project

Contract management

Procurement options: Traditional-Design and build- Contract management.

Purpose of tendering….

PURPOSE OF TENDERINGPURPOSE OF TENDERING

The primary objective of tendering is to The primary objective of tendering is to select a main contractor to undertake the select a main contractor to undertake the construction phase of the project. construction phase of the project.

Before selecting the main contractor a Before selecting the main contractor a number of factors need to be considerednumber of factors need to be considered

Research the following factors and report Research the following factors and report on how they affect the project….. on how they affect the project…..

Project Assignment Task 7c and 7dProject Assignment Task 7c and 7dDiscuss the purpose, aims and objectives of tendering: for main or Discuss the purpose, aims and objectives of tendering: for main or principal contractors, subcontract and supply packages. (U9-P5)principal contractors, subcontract and supply packages. (U9-P5)Select a method for tendering for this build and state how and why this Select a method for tendering for this build and state how and why this matches the build type. (U9-M4/D2)matches the build type. (U9-M4/D2)

Tip:Tip: Give a description of the following different tendering methods and Give a description of the following different tendering methods and choose which would be suitable for your project.choose which would be suitable for your project.

Open tendering.Open tendering.

Restricted open tendering.Restricted open tendering.

Selective tendering.Selective tendering.

Negotiated tendering.Negotiated tendering.

Serial tendering.Serial tendering.

Two stage tendering.Two stage tendering.

See the next slide for the Task title and further considerations..............See the next slide for the Task title and further considerations..............

TitleTitle-Factors affecting the -Factors affecting the construction projectconstruction project

Consider the size of the project-how will this Consider the size of the project-how will this affect the tendering method?affect the tendering method?

Consider the local economic climate-how will Consider the local economic climate-how will it affect the final price?it affect the final price?

Give examples of project sises and types and Give examples of project sises and types and match them with the tender method.match them with the tender method.

See the library for relevant booksSee the library for relevant books