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Prepare and process invitations to tender in construction

Reference
K/504/7347
Level
Level 3
Credit Value
16
Guided Learning Hours
50
 
Aim
This unit is about identifying and pre-qualifying tenderers such as subcontractors and suppliers, and producing and issuing tender documents. You will need to identify and list potential tenderers, send out pre-qualification enquiries, evaluate responses and
confirm the tender list.

You will need to draw up, review for accuracy and issue tender documents. You will need to deal with errors and enquiries and keep accurate records. You will need to check tenders received against agreed criteria and recommend the tender which best meets the criteria.


Assessment guidance and/or requirements
The following ranges apply:
Learning Outcomes 1 and 2
• Tenderers:
- contractors
- sub/works/trade contractors
- suppliers
- consultants
• Evidence:
- documentary
- references
- interview
• Selection criteria:
- quality and delivery record
- competitiveness
- perceived added value (including reputation of potential contractors)
- acceptability of known sub-contracting arrangements acceptability to client
- financial resources
- references from previous clients and bankers health and safety
- competence of people
- resources (human, materials, facilities)
- insurance
- environmental policy and management
- innovation
- local economic benefit
Learning Outcomes 3 and 4
• Tender:
- open competitive
- two stage
- selected list
- negotiated
• Documents:
- invitation to tender
- form of tender
- returns procedure
- surveys
- specifications
- drawings
- schedules
- bills of quantities
- health, safety and welfare requirements
- scope of services
- terms and conditions
- schedules of rates
- evaluation criteria and procedures
- environmental requirements
- procedures for submitting tenders
• Formats:
- paper
- electronic
• Client requirements:
- preferred suppliers
- confidentiality
- publicity restrictions
- local and economic benefits
- industry accreditation
- workforce accreditation
- agreed conservation value
• Changes:
- price
- quantity
- quality
- standards
- carriage and delivery
- completion
- maintenance
- after sales service
- method of payment
- terms of payment
- contract conditions
- survey information
- timescales
- client amendment
• Tenderers:
- contractors
- sub/works/trade contractors
- suppliers
- consultants
Learning Outcomes 5 and 6
• Tenderers:
- contractors
- sub/works/trade contractors
- suppliers
- consultants
• Criteria:
- tender compliance
- quality
- technical viability
- timescale
- cost (budgets, rates)
- loading and cash flow
- policies which offer added value
- any variations, adjustments and corrections
This unit must be assessed in a work environment, in accordance with the ConstructionSkills‘ Consolidated Assessment Strategy for Construction and the Built Environment.
Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.
Workplace evidence of skills cannot be simulated.

Qualifications offering this unit

Reference Title Sector Level