Contractor Selection and Tender Documentation

This session discusses the second series of the three inter-related CCM SOPs which is the Contractor Selection and Tender Documentation SOP.

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Answer explanation

The SOP is the second in a series of three inter-related CCM Procurement SOPS on the subject of Supplier Selection and Tender Documentation.

PCRA stands for "Produce, Check, Report, Approve".

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Answer explanation

Produce

Check

Review

Approve

We should ensure that all contractor selection, long listing, prequalification and shortlisting decisions and recommendations are fully document.

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Answer explanation

In undertaking document control, we should ensure that all contractor selection, long listing, prequalification and shortlisting decisions and recommendations are fully document to safeguard all parties

After the Review Scope of Services and Procurement and Contract Strategy, there is a chance that changes will occur in the Procurement and Contract Strategy step.

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If not previously agreed, confirm with the CA and client the target number of tenderers for the short list of tenderers who will be invited to pre-qualify, and the long list of tenderers who will form the final list of firms invited to tender.

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Answer explanation

If not previously agreed, confirm with the CA and client the target number of tenderers for the long list of tenderers who will be invited to pre-qualify, and the short list of tenderers who will form the final list of firms invited to tender.

Tenderers cannot request an extension of time during the pre-qualification stage.

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Answer explanation

Tenderers may request an extension of time during the pre-qualification stage.

In obtaining expression of interest - selective tendering method, the client and project team identify a preferred contractor.

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Answer explanation

In obtaining expression of interest - selective tendering, the client and the project team identify an initial list of potential suitable contractors for the project based on the experience of the team.

A tender content schedule should define which activities and documents are the responsibility of the CM to prepare and which are to be provided by others.

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Non-disclosure agreements should always be considered client-specific and therefore should be obtained from the client or the client's legal advisor.

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The documentation to be provided for tendering will not vary between projects depending on the procurement route, proposed form of contract and services being provided, and the client-specific requirements.

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Answer explanation

The documentation to be provided for tendering will vary between projects depending on the procurement route, proposed form of contract and services being provided, and the client-specific requirements.