National Occupational Standards in
Archaeological Practice

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AB5Co-ordinate the procurement process

AB5.3Obtain tenders

Performance Required

This will involve:

1. ensuring that tender enquiry documentation complies with statutory regulations, codes of practice and organisational policy and contains complete and accurate descriptions of the technical requirements, contract terms and conditions and procedures for submission
2. ensuring that tender enquiry documents are issued to all tenderers on the agreed list in accordance with agreed procedures and timetables
3. acknowledging queries from tenderers promptly and providing additional clear and accurate information where requeste
4. investigating comments from tenderers which indicate problems with clarity of documentation, technical feasibility or tender period and making appropriate amendments to the documentation)
5. communicating additional information, clarification and amendments to all tenderers promptly and fairly)
6. recording feedback and queries from tenderers accurately and advising client and other consultants of necessary amendments and tender withdrawals

Occupational Context

1. Tender enquiry documents:
   • invitation to tender
   • form of tender
   • proposed form of contract and terms and conditions
   • supporting and background documentation
   • returns procedure
   • specifications
   • schedules
   • health and safety plan
2. Type of tender:
   • single negotiated
   • open competitive
   • fixed price
   • fixed price with contingency provision
   • estimate
   • hourly/day rates
   • two stage
3. Type of tenderer:
   • for works
   • for supplies
   • for services (including professional services
4. Type of query:
   • technical (quantity / quality / standards)
   • timetable / programme
   • price(including contingency provisions)
   • liability
   • method / terms of payment
   • contract terms and condition
5. Amendments:
   • extension to tender period
   • changes resulting from queries

Knowledge Requirements

You need to know about:

Tendering procedures

• Legal and statutory controls on tendering procedures
• Standard procedures for documenting and conducting main types of tender
• The archaeologist's duties and responsibilities for advising on and co-ordinating tendering arrangements

Required Skills

You should demonstrate:

• How to produce tender enquiry documentation

Evidence Required

You should provide evidence that you can obtain tenders

The candidate should be questioned, based upon the documentation provided, to explore how they

• issued tender enquiry documents
• acknowledged queries from tenderers
• provided additional information where requested

Evidence Rules

• The candidate should have been involved in the procurement of works, good and services.

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Today's date: 8/9/2008
This page last updated: 27/7/2007 16:17