Job Book 9th Edition - Book - Page 360
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348
Contractor Engagement: Supplementary Material: P/SM7
P/SM7:Selective tendering: Main contract – management
procurement
1. Make preliminary enquiries
Send a preliminary invitation to tender to selected potential contractors. This
will enable contractors to decide whether they will tender and allow them to
programme tendering staff effort. The letter of invitation should have attached
to it a description of the project, the form of contract it is intended to use, the
anticipated duration of the project pre-construction and construction, together
with all information that might be necessary for the contractor to assess whether
it is competent and interested in undertaking the project. It is essential that full
details are sent in this preliminary enquiry.
With management contracting, the emphasis will be on ascertaining the nature
and extent of the contractor’s management skills and experience.
2. Arrange preliminary interviews
Because of the large or complex management nature of projects usually procured
by this method, it might be necessary also to hold preliminary interviews at
this stage. This will enable the employer to gain a better understanding of the
philosophy and management structure offered by some of the potential firms,
to an extent not obtainable solely through written enquiries.
3. Invite tenders
Send formal letters to selected tenderers. Tender documents should contain:
• clear conditions for the submission, so that all tenderers provide the same
amount of information
• proposed timescales for the pre-construction and construction periods
• a clear indication of the assessment and interview procedures that will form
part of the overall assessment.
Criteria to be satisfied will normally include:
• management service offered
• key personnel for the project
• financial competencies, both in respect of fees and ability to manage costs
• conditions of engagement
• programmes
• method statements.
