Evaluate enquiries and submit tenders

URN: COSCCOMO13
Business Sectors (Suites): Construction Contracting Operations Management
Developed by: Construction Skills
Approved on: 2022

Overview

This standard is about evaluating tender enquiries and submitting tenders in accordance with current organisational requirements which are equal to or exceed current statutory and legislative requirements.  

This standard is for people working in the occupational area of construction contracting operations management and can be used by operatives, supervisors and managers



Performance criteria

You must be able to:

Evaluate tender enquiry documentation**

P1 conduct an initial review to identify any points of conflict with organisational requirements in tender enquiry documents


P2 identify the criteria against which to evaluate tender enquiries  


P3 evaluate tender enquiry documents against the agreed criteria  


P4 request for clarification on any queries, ambiguities, errors or omissions identified   


P5 identify and assess any contractual, legal conflicts with organisational requirements which might affect the decision to tender 


P6 decide or recommend to decision makers whether to submit a tender 


Finalise and submit a tender

P7 identify and evaluate the risks and opportunities involved in the tender  


P8 identify and review opportunities for alternatives or qualifications to optimise the tender 


P9 review factors which may affect the cost projections and incorporate any appropriate allowances


P10 recommend a margin to decision makers 



P11 conduct a full review of the tender in accordance with organisational requirements

P12  check that the tender submission is complete and conforms to organisational requirements  

P13 submit the tender and associated information in accordance with procurement requirements  


Knowledge and Understanding

You need to know and understand:

**

Evaluate tender enquiry documentation   **

Performance Criteria 1

K1 how and why to conduct an initial review to identify any points of conflict with organisational requirements in tender enquiry documents    


Performance Criteria 2
K2 how and why to identify the criteria against which to evaluate tender enquiries  

Performance Criteria 3
K3 how and why to evaluate tender enquiry documents against the agreed criteria  

Performance Criteria 4**
K4 how, why and when to request for clarification on any queries, ambiguities, errors or omissions identified


Performance Criteria 5**

K5 how and why to identify and assess any contractual, or legal conflicts with organisational requirements which might affect the decision to tender


K6 how and why to protect information regarding tender enquiries and only share with those authorised to receive it

Performance Criteria 6                    **

K7 how and why to decide or recommend to decision makers whether to submit a tender


K8 the rationale on the decision or recommendation whether to submit a tender


Finalise and submit a tender**

Performance Criteria 7**

K9 how and why to identify and evaluate the risks and opportunities involved in the tender including but not limited to:

environmental
market fluctuations
social and political
technical
health and safety
reputation
competence of people
time and resources
financial status


Performance Criteria 8**

K10 how and why to identify and review opportunities for alternatives or qualifications to optimise the tender 


Performance Criteria 9**

K11 how and why to review factors which may affect the cost projections and incorporate any appropriate allowances


Performance Criteria 10**

K12 how and why to recommend a margin to decision makers


Performance Criteria 11**

K13 how and why to conduct a full review of the tender in accordance with organisational requirements


Performance Criteria 12**

K14 how and why to check that the tender submission is complete and conforms to organisational requirements

Performance Criteria 13**

K15 how and why to submit the tender and associated information in accordance with procurement requirements


Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

2027

Validity

Current

Status

Original

Originating Organisation

CITB

Original URN

COSCCOMO13

Relevant Occupations

Building and Civil Engineering Technicians, Contract Manager, Managers in Construction, Quantity Surveyor, Estimators, Valuers and Assessors Managers

SOC Code

1122

Keywords

Tenders; tenderers; contract; tender documents;