Tender For Construction Contracts

About Course

The purpose of this Unit Standard is to enable Construction Contractors to procure, prepare and submit a tender for a construction project.

Course Content

Session 1: Procure a Tender Document
Learning Outcomes 1. The process of procuring a tender document is followed. 2. All relevant information is noted at the site inspection. 3. Tender documents are selected according to the business plan and obtained.

1.1 PROCURE A TENDER DOCUMENT
ACTIVITY TASK
1.1.1 PROCURE TENDER DOCUMENTS
1.1.1.1 TENDER TYPES
1.1.1.2 ORGANISATIONS OFFERING TENDERS
1.1.1.3 COLLECTING TENDER DOCUMENTS
1.1.1.4 POINTS TO REMEMBER
ACTIVITY TASK
1.1.2 NOTE ALL RELEVANT INFORMATION AT THE SITE INSPECTION
ACTIVITY TASK
1.1.2.1 PURPOSE OF THE SITE INSPECTION
1.1.2.2 RELEVANT INFORMATION DURING THE SITE VISIT
1.1.2.2.1 LOCATION
1.1.2.2.2 SITE CONDITION
1.1.2.2.3 ACCESS ONTO THE SITE
1.1.2.2.4 SOIL CONDITIONS
1.1.2.2.5 AVAILABILITY OF SERVICES
1.1.2.2.6 WASTE AND SOIL DISPOSAL
1.1.2.2.7 SITE SECURITY
1.1.2.2.8 LOCAL MATERIALS AND LABOUR
ACTIVITY TASK
1.1.3 SELECT TENDER DOCUMENTS ACCORDING TO THE BUSINESS PLAN
ACTIVITY TASK
1.1.3.1 TYPE OF CONTRACT
1.1.3.2 SCOPE OF WORK
1.1.3.1 OBTAIN TENDER DOCUMENTS
Activity Task
Activity Assignment
Learning Self-Check – 1.1

Session 2: Prepare and complete a Tender Document
Learning Outcomes 1. All relevant information in the tender document is extracted. 2. Quantities are calculated for work items. 3. Allowable unit costs for all work activities are calculated. 4. Profit markups are implemented to produce selling prices. 5. Preliminary and General pay items are estimated. 6. The Schedule of Quantities is completed.

2. PREPARE AND COMPLETE A TENDER DOCUMENT
ACTIVITY TASK
2.1 EXTRACT RELEVANT INFORMATION FROM TENDER DOCUMENT
2.1.2 CONDITIONS OF CONTRACT
2.1.3 DRAWINGS
2.1.4 SPECIFICATIONS
2.1.5 SCHEDULE OF QUANTITIES
ACTIVITY TASK
2.2 CALCULATE QUANTITIES FOR WORK ITEMS
ACTIVITY TASK
2.3 CALCULATE ALLOWABLE UNIT COSTS FOR ALL WORK ITEMS
ACTIVITY TASK
2.3.1 ITEM COSTS
2.3.2 UNITS OF MEASUREMENT
2.3.3 TOTAL COST
2.3.4 TOTAL DAILY COST
2.3.5 UNIT RATES
2.3.6 EXAMPLES
ACTIVITY TASK
2.4 IMPLEMENT MARKUPS TO PRODUCE SELLING PRICES
ACTIVITY TASK
2.4.1 INTRODUCTION
2.4.2 RISKS
2.4.3 OVERHEADS
2.4.4 PROFIT
2.4.5 DETERMINING SELLING PRICE
ACTIVITY TASK
2.5 ESTIMATE PRELIMINARY AND GENERAL PAY ITEMS
ACTIVITY TASKS.
2.5.1 CONTRACTUAL REQUIREMENTS
Learning Self-Check
Activity 1.2 Assignment
PRACTICAL EXERCISE: ANSWERS

Session 3: Submit a Tender Document.
Learning Outcomes 1. The tender forms are completed. 2. The tender is submitted. 3. Targeted Procurement Policy forms are completed.

3.1 COMPLETE TENDER FORMS
Activity Task
3.1.1 THE TENDER DOCUMENT
3.1.2 THE TENDER FORM
3.1.3 CERTIFICATE OF TENDERER’S ATTENDANCE AT THE SITE INSPECTION
3.1.4 DECLARATION OF INTEREST
3.1.5 AUTHORITY FOR SIGNATURE
3.1.6 ALTERATIONS BY TENDERER
3.1.7 LIST OF SIMILAR WORK DONE BY TENDERER
3.1.8 LIST OF CONSTRUCTION PLANT
3.1.9 LIST OF PROPOSED SUBCONTACTORS
3.1.10 PROPOSED TENDER PROGRAMME
3.1.11 ESTIMATE OF MONTHLY EXPENDITURE (CASHFLOW)
Activity Task
3.2 COMPLETE TARGETED PROCUREMENT POLICY FORMS
Activity Task
3.2.1 PROCUREMENT POLICY DOCUMENTS
Activity Task
3.3 SUBMIT THE TENDER
Activity Task
TENDER SUBMISSION CHECKLIST
3.3.1 KEEPING RECORD OF TENDER DOCUMENTS
3.3.2 HANDING IN OF TENDER DOCUMENT
3.3.3 THE TENDER OPENING
Activity Task
Learning Self-Check – Learning Activity 3.3
Activity 3.1.3 Assignment
Activity 3.1.3.3 – Answers

Tender for construction contracts – SAQA 9981 – SUMMATIVE ASSESMENTS

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About Course

Course Content

Session 1: Procure a Tender Document Learning Outcomes 1. The process of procuring a tender document is followed. 2. All relevant information is noted at the site inspection. 3. Tender documents are selected according to the business plan and obtained.

1.1 PROCURE A TENDER DOCUMENT

ACTIVITY TASK

1.1.1 PROCURE TENDER DOCUMENTS

1.1.1.1 TENDER TYPES

1.1.1.2 ORGANISATIONS OFFERING TENDERS

1.1.1.3 COLLECTING TENDER DOCUMENTS

1.1.1.4 POINTS TO REMEMBER

ACTIVITY TASK

1.1.2 NOTE ALL RELEVANT INFORMATION AT THE SITE INSPECTION

ACTIVITY TASK

1.1.2.1 PURPOSE OF THE SITE INSPECTION

1.1.2.2 RELEVANT INFORMATION DURING THE SITE VISIT

1.1.2.2.1 LOCATION

1.1.2.2.2 SITE CONDITION

1.1.2.2.3 ACCESS ONTO THE SITE

1.1.2.2.4 SOIL CONDITIONS

1.1.2.2.5 AVAILABILITY OF SERVICES

1.1.2.2.6 WASTE AND SOIL DISPOSAL

1.1.2.2.7 SITE SECURITY

1.1.2.2.8 LOCAL MATERIALS AND LABOUR

ACTIVITY TASK

1.1.3 SELECT TENDER DOCUMENTS ACCORDING TO THE BUSINESS PLAN

ACTIVITY TASK

1.1.3.1 TYPE OF CONTRACT

1.1.3.2 SCOPE OF WORK

1.1.3.1 OBTAIN TENDER DOCUMENTS

Activity Task

Activity Assignment

Learning Self-Check – 1.1

2. PREPARE AND COMPLETE A TENDER DOCUMENT

ACTIVITY TASK

2.1 EXTRACT RELEVANT INFORMATION FROM TENDER DOCUMENT

2.1.2 CONDITIONS OF CONTRACT

2.1.3 DRAWINGS

2.1.4 SPECIFICATIONS

2.1.5 SCHEDULE OF QUANTITIES

ACTIVITY TASK

2.2 CALCULATE QUANTITIES FOR WORK ITEMS

ACTIVITY TASK

2.3 CALCULATE ALLOWABLE UNIT COSTS FOR ALL WORK ITEMS

ACTIVITY TASK

2.3.1 ITEM COSTS

2.3.2 UNITS OF MEASUREMENT

2.3.3 TOTAL COST

2.3.4 TOTAL DAILY COST

2.3.5 UNIT RATES

2.3.6 EXAMPLES

ACTIVITY TASK

2.4 IMPLEMENT MARKUPS TO PRODUCE SELLING PRICES

ACTIVITY TASK

2.4.1 INTRODUCTION

2.4.2 RISKS

2.4.3 OVERHEADS

2.4.4 PROFIT

2.4.5 DETERMINING SELLING PRICE

ACTIVITY TASK

2.5 ESTIMATE PRELIMINARY AND GENERAL PAY ITEMS

ACTIVITY TASKS.

2.5.1 CONTRACTUAL REQUIREMENTS

Learning Self-Check

Activity 1.2 Assignment

PRACTICAL EXERCISE: ANSWERS

Session 3: Submit a Tender Document. Learning Outcomes 1. The tender forms are completed. 2. The tender is submitted. 3. Targeted Procurement Policy forms are completed.

3.1 COMPLETE TENDER FORMS

Activity Task

3.1.1 THE TENDER DOCUMENT

3.1.2 THE TENDER FORM

3.1.3 CERTIFICATE OF TENDERER’S ATTENDANCE AT THE SITE INSPECTION

3.1.4 DECLARATION OF INTEREST

3.1.5 AUTHORITY FOR SIGNATURE

3.1.6 ALTERATIONS BY TENDERER

3.1.7 LIST OF SIMILAR WORK DONE BY TENDERER

3.1.8 LIST OF CONSTRUCTION PLANT

3.1.9 LIST OF PROPOSED SUBCONTACTORS

3.1.10 PROPOSED TENDER PROGRAMME

3.1.11 ESTIMATE OF MONTHLY EXPENDITURE (CASHFLOW)

Activity Task

Session 1: Procure a Tender Document
Learning Outcomes 1. The process of procuring a tender document is followed. 2. All relevant information is noted at the site inspection. 3. Tender documents are selected according to the business plan and obtained.

Session 3: Submit a Tender Document.
Learning Outcomes 1. The tender forms are completed. 2. The tender is submitted. 3. Targeted Procurement Policy forms are completed.

SUMMATIVE ASSESMENTS – SAQA: 9981 - Tender for construction contracts