Job Book 9th Edition - Book - Page 352
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Contractor Engagement: Supplementary Material: P/SM3
P/SM3: Selective tendering lists
The first stage in the tender process is the compilation of the tender list. Although
this may not be finalised until the activities set out in this section occur, some
preliminary enquiries can be made as soon as the overall scope, nature and
approximate timescale of the work are known.
There are three steps in the selection of a contractor:
1.qualification, in which potential contractors are assessed as to their general
skills and performance to undertake a given type or range of projects
2.compilation of a tender list, in which the field of qualified contractors is
refined to a short tender list of comparable, competent contractors who
are willing and able to tender for a specific project
3.selection of successful tenderer, in which tenders are sought from those on
the tender list and assessed to identify the preferred contractor.
During the period of qualification, potential contractors will normally be required
to provide information about their firms and their track records. Architects will
then wish to take up references and make further enquiries about those who
seem suitable for inclusion in the final tender list. It is advisable to maintain a file
or record of all enquiries to contractors and subcontractors and their responses.
The following sections provide detail on compiling lists of potential contractors.
List of contractors for larger projects
The preliminary list will be compiled from previous experience and after
discussion with the client, the cost consultant and other consultants. If a
wider pool is needed, enquiries could be made of registering bodies or from
www.constructionline.co.uk. A questionnaire can then be sent to all those on
the preliminary list to ascertain their interest in, and suitability for, the project.
The questionnaire might be expected to cover:
• name and details of company
• business status of company, names of directors, etc.
• financial status, share capital, etc.
• details of quality system and accreditation
• details of insurers and liability insurance
• construction turnover and details of contracts completed recently
• particular skills and experience of relevance to the proposed project
• the personnel who would be available for the proposed project
• names of three referees
• health and safety policy and procedures
• policy on discrimination.
