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7/29/2019 The Planning Process & Pre-Tender Planning
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The Planning Process &
Pre-Tender Planning
PRODUCTION ORGANISATION & HUMAN RESOURCE MANAGEMENT
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
9th June 2010
7/29/2019 The Planning Process & Pre-Tender Planning
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Name Bee Gan MScModule Leader Production Organisation & HRM
Principles of Valuation
Department Role International Co-ordinator
Others Doctorate Student at Aalto University
Helsinki
Committee Member of CIOB Sheffield
Location Unit 1 Science Park
Contact No. 0114 225 4611
Email [email protected]
introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
7/29/2019 The Planning Process & Pre-Tender Planning
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Tutor Topic Area
Bee Gan Planning ProcessPre-tender Planning
Progress Recording/Cost optimisation & acceleration
Method Statement
Risk Assessment
Change Management
Mick Blackwell Industrial Relations
Human Resource Management
Keith Roberts Pre-contract Planning
Short-term Planning
Jin Shan WongRisk Analysis & Problem Solving
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Assessment Task % weighting of overall module mark
Assessment Requirement
Planning &
Programming
(6 August 2010 16:00)
35% 3000 words, plus supporting
plans and documents
Industrial & HumanRelations
(15 & 22 July 2010)
15% 1500 words, pluspresentation slides
Unseen Examination
(to be confirmed)
50% 3 hours + 15 minutes
reading time
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
SPECIAL ANNOUCEMENT:
SEMINARS - 10 June 2010
Group A 09:00 - 10:00
Group B 10:00 - 11:00
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Planning, the process of
- determining, analysing, devising and organising the resourcesrequired for a construction project.
- programming/sequencing, of those resources using any one ormore of a number of programme types.
The planning process itself involves several stages which can be identifiedas:
Pre-tender planning - Pre-contract planning - Contract planning
Each stages is an important management consideration to the principalcontracting organisation, providing the tender price, outlining the
strategic resourcing for the project and providing detailed sequences forthe site work operations.
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Construction projects are:
- complex and interdisciplinary in nature.- they embrace many independent yet interdependent items of work,
many operational tasks and involve the contribution of manyparticipants.
The objectives in project planning include:
- thinking ahead , identify tasks, problems and possible solutions- communication , plans must be communicated to those involved
with the project and include, strategy, methods and timing - allmust be understood
- providing a yardstick , plans provide a basis for monitoring the
project and measuring progress in terms of output, time and money- TIME - COST - QUALITY
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Pre-tender
Programme
OverallContract/
Master
Programme
Short
Term
Programme
Monthly
Programme
Work
Stage
Programme
Weekly
Programme
Daily
Work
Operations
Pre-tender
Stage
Pre-contract
Stage
Contract
Stage
Planning stages and types of programme
7/29/2019 The Planning Process & Pre-Tender Planning
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Matrix showing
possible types of projects and
programme
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Programming methods:
- Gantt- Bar Charts- Network Analysis- others
Software Packages:
- Microsoft Excel- Microsoft Project Planning- Micro Planner
- Power Project Team Plan
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
What is Pre-tender Planning?
From a contractor's perspective:
- The planning considerations during the preparation of an estimate, and;
- Its conversion into a commercial bid.
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Reasons for Pre-tender Planning?
- To establish a realistic contract period- To identify the construction methods- To access the methods related items which affect the bid
price- To aid the build up of contract preliminaries and plant
expenditure- To aid the tendering process
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Activities that take place during the pre-tender planning include:
• Decision to tender - Company tendering policy- Type and size of work (has it been done before? Was it
profitable?)- Knowledge of client, architect, other professional parties- Location of the project
- Finance availability to fund the project- Availability of resources (labour, plant, materials, including
sub-contractors)- Proportion of contractor’s work with sub-contractors’ work
- Other tenderers- tender period- Terms and conditions applicable to the project
- Market conditions
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
• Project appreciation- Careful assessment of the tender documents and related information
• Pre-tender meetings- Meetings with planning, estimating and production staff to discuss
issues related to the tender• Site visit and preparation of site visit report
- To assess conditions related to site access, ground conditions,restrictions and security
• Enquiries to sub-contractors and suppliers- Dispatching of enquiries for quotations
• Tender method statement - The method and sequence of construction operations prepared in
connection with the tender• Preparation of the pre-tender programme
- Covers the major stages of work to establish project completion time• Pre-tender health and safety plan
- Address health and safety aspects of project, sufficiently developed to
include with the tender• Preparation of the estimate
- Pricing the works including quotations from sub-contractors andsuppliers
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
7/29/2019 The Planning Process & Pre-Tender Planning
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
• Assessment of contract preliminaries- Known as project overheads or site-on costs. Requirements need to
be identified and priced accordingly. Typical items would include:- Site staff - Plant not included in the unit rates- Small tools and tackle- Compound and hoardings
- Watching, lighting security, etc.- Temporary services (water, electricity, telephone)- Temporary roads- Scaffolding- Temporary buildings- Removal of rubbish- Special travelling expenses, lodging allowances
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
• Tender adjudication
- The process of converting the net cost estimate into a tender or bid
for the client
- This is an important decision making process, the result of which will
not only affect the tender price, but will influence the contractual
commitment and ultimately the survival of the business- Possibly takes the form of two tiered meetings
- Estimate review
- Assessment of mark-up (carried out at directorate level and
involves commercial decisions)
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Items for considerations at tender adjudication would include:
- The project (job description, type of tender)- The commitment- Parties involved- Project planning- Project or site overheads- Resource requirements- Contract conditions
- Financial issues- Estimate summary- Other tenderers- The market- Mark-up (consider: risk, overheads, profit, discounts)
The best price and the right price will vary and be different for each tenderer
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
Activity 1
You have been instructed by the managing director of your company toprepare a site visit report for a proposed industrial development scheme in
Kuala Terengganu, Malaysia.
You arrive on site in the late afternoon and have approximately three hours
of daylight in which to conduct your investigations.
Question
Working individually for 10 minutes, prepare a list of items you consider
relevant for the formulation of the report which will be used for tender
assessment, pre-tender planning and pricing the scheme.
From the items identified in a) select three which you feel will have thegreatest impact on construction operations.
7/29/2019 The Planning Process & Pre-Tender Planning
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introduction | module outline | planning process | pre-tender planning
BSc (Hons)
BUILDING CONSTRUCTION MANAGEMENT
SUMMARY
- The planning process is an essential part of any project andinvolves the assimilation and assessment of much informationcombined with decision making
- Stages within the planning process include pre-tender planning,
pre-contract planning and contract planning- The extent of planning at each staged depends on the type, size and
complexity of the project- Pre-tender planning involves several activities from decision to
tender to establishing the net cost estimate- Tender adjudication involves the necessary commercial decisions to
establish the final tender bid to the client