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Obtain tenders and appoint successful contractors in construction contracting operations management

Reference
M/505/8298
Level
Level 6
Credit Value
12
Guided Learning Hours
20
 
Aim
The aim of this unit is to illustrate the skills, knowledge and understanding required to confirm competence in obtain tenders and appoint successful contractors in construction contracting operations management within the relevant sector of industry.


Learning Outcomes Assessment Criteria
The Learner Will The Learner Can
1 Be able to shortlist tenderers
  • 1.1 - Select an appropriate type of procurement process which aligns with legal, statutory and organisational requirements and decide which potential tenderers could meet the contract conditions
  • 1.2 - Decide how many tenderers to invite, taking into account the value and size of the contract
  • 1.3 - Choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender
  • 1.4 - Send tender enquiries to potential tenderers, for them to provide evidence about their experience, capability and availability to carry out the work
  • 1.5 - Evaluate potential tenderers who respond to the enquiry against the selection criteria, in order to short list tenderers
  • 1.6 - Offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any changes which are agreed
  • 1.7 - Add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing or able to tender
2 Understand how to shortlist tenderers
  • 2.1 - Evaluate how to select an appropriate type of procurement process which aligns with legal, statutory and organisational requirements and decide which potential tenderers could meet the contract conditions
  • 2.2 - Evaluate how to decide how many tenderers to invite, taking into account the value and size of the contract
  • 2.3 - Evaluate how to choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender
  • 2.4 - Explain how to send tender enquiries to potential tenderers, for them to provide evidence about their experience, capability and availability to carry out the work
  • 2.5 - Explain how to evaluate potential tenderers who respond to the enquiry against the selection criteria, in order to short list tenderers
  • 2.6 - Propose how to offer advice and information to decision makers about potential tenderers and the selection criteria
  • 2.7 - Explain how to modify the tender list to reflect any changes which are agreed
  • 2.8 - Explain how to add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing or able to tender
3 Be able to select documents
  • 3.1 - Identify documents which are suitable for the type of procurement and evaluate the options against relevant criteria
  • 3.2 - Select valid options for documents, discuss them with the client and other people who have an interest and agree a form
  • 3.3 - Include within the documents and descriptions, changes, clarifications and corrections arising from the source documents and the brief
  • 3.4 - Forecast the prime cost, provisional sums and contingencies so that they can be included in the documents
  • 3.5 - Prepare accurate documents which describe the needs of the contractor and the client
  • 3.6 - Obtain necessary checks and approvals
  • 3.7 - Check the final draft documents and approve those which are accurate for production and issuing
4 Understand how to select documents
  • 4.1 - Describe what to identify as documents which are suitable for the type of procurement
  • 4.2 - Explain how to evaluate the options for documents against relevant criteria
  • 4.3 - Explain how to select valid options for documents
  • 4.4 - Explain how to discuss valid options with the client and other people who have an interest
  • 4.5 - Evaluate how to agree a form of options with the client and other people who have an interest
  • 4.6 - Explain how to include within the documents and descriptions, changes, clarifications and corrections arising from the source documents and the brief
  • 4.7 - Examine how to forecast the prime cost, provisional sums and contingencies so that they can be included in the documents
  • 4.8 - Explain how to prepare accurate documents which describe the needs of the contractor and the client
  • 4.9 - Explain how to obtain necessary checks and approvals
  • 4.10 - Explain how to check the final draft documents and approve those which are accurate for production and issuing
5 Be able to obtain tenders
  • 5.1 - Select an appropriate type of tender
  • 5.2 - Ensure that all required tender information and documents are issued in accordance with agreed procedures
  • 5.3 - Investigate any queries, errors, omissions and ambiguities which are reported by tenderers
  • 5.4 - Amend the tender information and documents to correct them and ensure that addendums are re-issued
  • 5.5 - Agree and implement action when tenderers withdraw from the process
  • 5.6 - Keep records of tender information and documents issued, feedback, queries and information from tenderers
6 Understand how to obtain tenders
  • 6.1 - Evaluate how to select appropriate types of tender
  • 6.2 - Explain how to ensure that all tender information and documents are issued in accordance with agreed procedures
  • 6.3 - Examine how to investigate any queries, errors, omissions and ambiguities which are reported by tenderers
  • 6.4 - Explain how to amend the tender information and documents to correct them
  • 6.5 - Explain how to ensure that addendums are re-issued
  • 6.6 - Evaluate how to agree action when tenderers withdraw from the process
  • 6.7 - Explain how to implement action when tenderers withdraw from the process
  • 6.8 - Explain how to keep records of tender information and documents issued, feedback, queries and information from tenderers
7 Be able to evaluate tenders and appoint contractors
  • 7.1 - Acknowledge and evaluate the tenders received against the agreed criteria
  • 7.2 - Modify and/or repeat the tendering processes in consultation with the client if too few tenders are received
  • 7.3 - Check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise
  • 7.4 - Choose the tender which best meets the criteria
  • 7.5 - Negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer and confirm them in writing, subject to contract
  • 7.6 - Appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result
8 Understand how to evaluate tenders and appoint contractors
  • 8.1 - Explain how to acknowledge the tenders received
  • 8.2 - Explain how to evaluate the tenders received against the agreed criteria
  • 8.3 - Explain how to modify and/or repeat the tendering processes in consultation with the client if too few tenders are received
  • 8.4 - Explain how to check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise
  • 8.5 - Evaluate how to choose the tender which best meets the criteria
  • 8.6 - Propose how to negotiate any variations, adjustments and corrections with the most appropriate tenderer
  • 8.7 - Evaluate how to agree any variations, adjustments and corrections with the most appropriate tenderer
  • 8.8 - Explain how to confirm in writing any variations, adjustments and corrections with the most appropriate tenderer subject to contract
  • 8.9 - Evaluate how to appoint the successful tenderer formally
  • 8.10 - Explain how to notify tenderers who have been unsuccessful, about the result
Assessment guidance and/or requirements
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.