Chapter 1 (Introduction+types of tender)

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    hapter One

    INTRODUCTION

    1.1 INTRODUCTION TO CIVIL ENGINEERING QUANTITIES

    In the 17thcentury, architects were responsible for the design and supervise the erection

    of buildings while the craftsmen did the measuring and estimating. Each craftsman will

    employ his own method of measurement. These practises were found to be very

    unsatisfactory due to the difficulty in reconciling the actual materials used and the

    measured wors carried out. In later years, it was thought a uniform systematic ofmeasurement and presentation is necessary. It is therefore the origin of the various

    professional nown as the !tandard "ethods of "easurement #!""$.

    %ivil Engineering &or is measured in accordance with the %ivil Engineering !tandard

    "ethod of "easurement #%E!""$ and !tandard "ethod of "easurement of 'uilding

    &ors #for use in "alaysia$ #!"""$ is intended for building wors. The ob(ective of both

    !tandard "ethod of "easurement #!""$ is to set forth the procedure according to

    which the ') shall be prepared and priced and the *uantities of wor e+pressed andmeasured, to ensure greater uniformity in the format and content of ').

    1.2 DEFINITION OF CIVIL ENGINEERING QUANTITIES

    isted below are outlines of certain conventions and define of terms, which apply to bill

    preparation and measurement processes generally.

    Quantities - It is the estimated amount of labour and the materials re*uired to carry

    out the pro(ect under the various items of wors.

    !i"" #$ Quantities -The 'ill of )uantities is a list of items giving the *uantities and

    brief descriptions of wor to be carries out with its respective *uantities and unit cost

    crate$ for carrying out each trade.

    In con(unction with the other %ontract ocuments, it forms the basis on which tenders

    are obtained. &hen priced it affords a means of comparing tenders. &hen the %ontract

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    has been entered into, the rates in the prices 'ill of )uantities are applied to assess the

    value of the actual *uantities of wor carried out. The 'ill of )uantities should be

    prepared and measurements made in according with the procedure set out in the %ivil

    Engineering !tandard "ethod of "easurement #%E!""$, unless other methods ofmeasurement are preferred by the 0romoter #Employer/0urchaser$.

    Stan%ar% &eth#% #$ &easure'ent - !"" is a document stipulating guidelines on

    the method of measurement of any particular trade. These guidelines give the different

    components of an item to be measured #taing-off$ and describe in a manner which is

    easily understood so that all tenderers can price them on the same basis.

    Tra%e - It is the wors or practice of certain craft for e+ample briclayer, plumber etc.

    %ivil Engineering &ors are classified under different trades and this will help the civil

    engineer in pricing the different categories of wors.

    Ta(in) O$$ -It is the process of measuring from drawings and recording all dimensions

    in recognised form on a special ruled paper called imension 0aper.

    S*uarin) Di'ensi#ns - It is the process of multiplication and/or addition/subtraction

    of recorded dimension for the purpose of obtaining the linear, s*uare or cubic

    measurements.

    A+stra,tin) #r -#r(in)up -It is process of collecting of measurements of identical

    character and description, under different tracs and reducing them to units as re*uired

    by %E!"".

    !i""in) -&riting the draft bill for the bstract.

    CES&& - The rules and provisions of the %ivil Engineering !tandard "ethod of

    "easurement. #%E!""$, are applicable to the preparation of 'ill of )uantities for and

    the measurement of civil engineering wors such as earthwors, roads, bridges,

    structures, culverts, sewage, etc and *uantities are usually prepared by the civil

    engineers.

    They are not intended to apply to the preparation of bills of *uantities for or the

    measurement of mechanical engineering, electrical engineering or building wor. The

    %E!"" is intended for use in con(unction with the I.%.E. %onditions of %ontract.

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    The %E!"" document contains eight numbered !ections. The first seven sections are

    each divided into 0aragraph. !ection 3, is divided into eighteen#13$ main classifications.

    C#n%iti#ns #$ C#ntra,t - It defines the terms under which the wor is to be carriedout, the relationship between the 0romoter and the %ontractor, the powers of the

    Engineer and the terms of payment.

    Spe,i$i,ati#n -It describes in detail the wor to be e+ecuted, the character and *uality

    of the materials and wormanship, any special responsibilities of the %ontractor that are

    not covered by the %onditions of %ontract. It may also lay down the order in which

    various portions of the wor are to be e+ecuted, the methods to be adopted and

    particular of any facilities to be afforded to other contractors.

    %are should be e+ercised when drafting the specification to avoid conflict with any of the

    provisions of the conditions of contracts.

    Esti'atin) - It is the process of costing the pro(ect of each item or trade after the

    *uantities has been measured and summing up the items to arrive at a total estimated

    cost for the whole pro(ect.

    &easure'ent - #1$ Taing off

    #2$ The actual measurement of the wor e+ecuted on the site.

    /ri'e C#st Su' 0 /.C.Su' sum provided for wor or services to be e+ecuted by

    nominated sub-contractor, for materials or goods to be obtained from a nominated

    supplier. !uch sum shall be deemed to be e+clusive of any profit re*uired by the general

    contractor and provision shall be made for the addition thereof.

    /r#isi#na" Su' - sum provided for wors or for the cost, which cannot be entirely

    foreseen, defined or detailed at the time tendering documents, is issued.

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    1. CO&/ARISON !ET-EEN CES&& AND S&&&

    %ivil Engineering !tandard "ethod of "easurement #%E!""$ is used in con(unction

    with civil engineering wors and the *uantities are prepared by the civil engineers.!tandard "ethod of "easurement of 'uilding &ors #!"""$ is used in con(unction with

    building wors and the *uantities are prepared by the )uantity !urveyors.

    1..1 C#'paris#n O$ &eth#% O$ &easure'ents O$ CES&& An% S&&&

    TA!LE 1..1 3 CO&/ARISON OF&ET4OD OF &EASURE&ENT USED !5 CES&&AND S&&&

    DESCRI/TION CES&& S&&&1.6 5o of items %overs a large variety of

    different (obs.

    - less number of items because

    most of the item are included

    in the main (ob.

    E.g. bacfilling trenches,

    levelling, compacting trench

    bottoms, planing included in

    e+cavation rate.

    %overs more trade or wor

    section.

    - more number of items to be

    measured separately.

    E.g. bacfilling trenches,

    levelling, compacting

    trench bottoms, planing

    are measured separately.

    2.6 ') '.) and specification form part

    of contract %ontractions must

    always refer to specification for

    further clarification.

    ') will constitute a contract

    document.

    ') shall fully describe the

    material, wormanship and

    accurately represent wor to

    be done.

    .6 Temporary#iversion$wors

    5ot mentioned in the '). &hen

    tendering contractors must

    always mae provision for any

    temporary or diversion wors

    etc. which are normally

    mentioned in the '.).

    "entioned in separate items.

    Temporary and diversion

    wors are classified as

    separate addition items of

    wors.

    7.6 %oncrete wor 6se m4as unit of measurement "easurement of concrete in

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    for concrete slab to allow for

    fle+ibility in case alteration is

    re*uired in the structural design,

    etc.

    m2 with thicness of slab

    specified.

    8.6 %oding and

    numbering of

    items

    There is a coding system.

    E.g. 8 1 4 9

    %lass 8 precast-concrete

    1st division 1 'eam

    2nd division 4 ength 7-1: m

    4rd division 9 "ass ;-1: t

    5o coding is re*uired.

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    1..2 C#'paris#n O$ Units O$ &easure'ents Use% !9 CES&& An% S&&&.

    TA!LE 1..2 3 CO&/ARISON OF UNITS OF &EASURE&ENT USED !5 CES&& AND

    S&&&

    DESCRI/TION CES&& S&&&

    1.6 Site Investigations

    #a$ 'ringing plant to site ump !um 5ot covered

    #b$ "oving plant 5umber 5ot covered

    2.6 Site C"earan,e

    #a$

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    1.. T4E SECTION OF T4E CES&&

    a$ =eneral Items - %E!"" %lass@

    b$ !oil Investigation &ors - %E!"" %lass@ 'c$ !lope !tabilisation and =round Treatment - %E!"" %lass@ %

    d$ emolition and site clearance - %E!"" %lass@

    e$ Earthwors - %E!"" %lass@ E

    f$ %oncrete wor - %E!"" %lass@ A

    g$

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    #i$ Cpen Tender

    #ii$ %lose Tender / !elected Tender

    #iii$ 5egotiated Tender

    1.7.1 Open Ten%er

    This type of tender is open to all *ualified contractors registered under same class. The

    invitation to tender is usually advertised through newspaper, (ournal, and etc.

    "erit@

    #i$ esser possibility of contractors ganging up to *uote higher price for the

    pro(ect.

    #ii$ It is possible to achieve lowest tender sum as it ensures ma+imum

    competition.

    #iii$ It offers chances to new and ine+perience contractors to bid for the tender.

    emerit@

    #i$ Tenders may be received from firms who neither have the necessary

    financial resource nor technical nowledge and e+perience of the class of

    wor involved.

    #ii$ There is a ris that the contract may be awarded to an unscrupulous

    contractor.

    #iii$ lot of wastage as unnown copies of tender documents has to be

    prepared.

    #iv$ Increase time and financial e+penses, as a lot of tender needs to be

    evaluated.

    1.7.2 C"#se Ten%er < Se"e,te% Ten%er

    This type of tender is only offer to contractors who are short-listed according to particular

    criteria.

    "erit@

    #i$ The e+act number of tendered is nown, hence reduce wastage and

    e+penses as for e+tra tender documents and tender evaluation.

    #ii$ The contractor record of previous performance provides a great

    magnitude of reliability in term of financial, technical and e+perience

    aspects.

    #iii$ 5ormally the *uality of wor from the contractor is satisfactory.

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    #iv$ It is suitable for pro(ect re*uire certain level of efficiency, sill and

    e+perience from the contractor.

    emerit@#i$ Cfficers involve in the tendering process may be biased to a particular

    contractor.

    #ii$ Tender sum may be not the lowest, as not all *ualified tenderers are

    invited.

    #iii$ There are possibility of contractors ganging up or e+istence of cost

    syndicate to *uote at higher tender sum.

    #iv$ 5ormally new and ine+perience contractors are not invited.

    Three type of close tender is@

    1.7.2.1C"#se Ten%er O$$er On"9 T# !u'iputra

    This type of tender is offer only to bumiputra, who fulfil the conditions such as

    classification of contractor, paid up capital, and e+pertise.

    1.7.2.2 C"#se Ten%er O$$er Thr#u)h Se"e,ti#n

    This type of tender is usually offer to contractor who is reliable of accomplishing the (ob

    satisfactory. Tender offered normally involves specialist field such as piling wor.

    1.7.2. C"#se Ten%er O$$er Thr#u)h /reQua"i$i,ati#n

    5ormally this type of tender is applied in huge and comple+ pro(ect, which re*uire

    contractor specialisation in their field. n invitation to tender is offer to selected list of

    contractors, who has reliable reputation in his class of wor, or who has previously

    carried out their (ob satisfactory, particularly to the owner.

    1.7. Ne)#tiate% Ten%er

    5egotiated tender is an alternative to open tender and close tender. The tender is

    directly offered to contractor short-listed. It is usually proceeds and follows by discussion,

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    and negotiation for ultimate contract sum, form of contract to be used, construction

    programme and method of carrying out the wor. It is usually advisable in special

    circumstances, such as@

    #i$ 0ro(ect to be carried out urgently, where construction drawings and list ofmaterials are still in the process.

    #ii$ 0ro(ects for armed forces, where the wor site is of restricted area.

    #iii$ 0ro(ects where preferred contractor has performed successfully for the

    employer previously.

    #iv$ 0ro(ects where contractor already engaged on the same site

    #v$ 0ro(ects where space is very restricted, and contractor is e+ecuting

    another contract there.

    #vi$ 0ro(ects where contractor has special nowledge and e+perience about

    the particular site, type of wor, or/and type of contract.

    "erit@

    #i$ !ince only one contractor is invited, negotiation can be easily dealt with

    and it saves a lot of time and money compares with other type of tenders.

    #ii$ The contractor record of previous performance provides a great

    magnitude of reliability in term of financial, technical and e+perience

    aspects.

    #iii$ 5ormally the *uality of wor from the contractor is satisfactory.

    #iv$ It is suitable for pro(ect re*uire certain level of efficiency, sill and

    e+perience from the contractor.

    emerit@

    #i$ Cfficers involve in the tendering process may be biased to a particular

    contractor.

    #ii$ Tender sum may be not the lowest, as all *ualified tenderisers may not be

    invited.

    #iii$ 5ormally new and ine+perience contractors are not invited.

    1.8 TENDER DOCU&ENTS

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    Tender document for civil engineering pro(ects normally comprises of form of contract,

    general conditions of contract, specification, '), contract drawings, and form of tender.

    Tender documents may consist of@

    =i> F#r' O$ C#ntra,t < F#r' O$ A)ree'ent- it is a formal agreement between owner and the contractor for the

    e+ecution of the contract. Aorm of greement is normally

    incorporated in the %ondition of %ontract.

    =ii> Genera" C#n%iti#n O$ C#ntra,t

    - it defines generally the terms under which the wor is to be

    undertaen the relationship between the owner, the engineer /

    superintending officer #!C$ and the contractor the power of !.C.

    the duties of contractor and term of payment.

    =iii> Spe,i$i,ati#n

    - specification amplifies the information given in contract drawings

    and '). It describes in detail the wor to be e+ecuted under the

    contract, the nature and *uality of material to be used, standard of

    wormanship. It may specify the order in which the various

    sections of wor to be carried out, the methods to be adopted, and

    any special responsibilities to be borne by the contractor. 8owever,

    generally it is described to allow for the contractor to decide on the

    methods.

    =i> !i"" O$ Quantities

    - ') consists of a schedule with brief descriptions of wor to be carried

    out under contract document, with *uantities entered against each

    item. It offers a means of comparing various tenders received. fter

    the contract has been signed, the *uantities and rates can be used to

    assess the value of wor e+ecuted.

    => C#ntra,t Dra?in)s

    - ideal contract drawings should detail the entire contract wor, which is

    not practical in practice. 8owever, they should be prepared sufficiently

    detail to enable the tenderers satisfactorily understand what is the

    pro(ect re*uire.

    =i> F#r' O$ Ten%er

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    - the form of tender is the tenderersF written offer to construct, complete

    and maintain the wor in accordance with other details in contract

    document. It usually incorporates the contract period, tender sum,

    provision for performance bond, insurance, i*uidated andscertained amages #...$, period of maintenance G efect

    iability 0eriod #..0.$, value/percentage of wor to be e+ecuted or

    materials and goods to be delivered before Interim %ertificate

    issuance, and period for honouring payment certificate.

    1.: /RE/ARATION OF !ILL OF QUANTITIES

    The traditional method of preparation of a ') can conveniently be broen down into two

    main processes@

    #i$ Taing off

    #ii$ bstracting / &oring up

    This traditional method was very lengthy and tedious. s such, The irect 'illing

    !ystem was developed. It is to Hbill directF, by transferring the items direct from the

    dimensions paper to the '), thus eliminating the need for an abstract. The *uantity tae-

    off is set down in the standard form of '), that by adding together the prices listed will

    give the contract price or tender sum.

    The functions of ') are@

    #i$ It prompts the client and design team to finalise most pro(ect particulars

    before the bill is prepared, and ideally based on full production drawing

    and pro(ect specification.

    #ii$ It enables all contractors tendering for a contract to price on e+actly the

    same information.

    #iii$ It set down the various items of wor in logical se*uence and recognised

    manner, easily priced by the contractor.

    #iv$ It limits the ris element borne by the contractor to the rates he enters in

    the bill and thereby results in more realistic and competitive tenders.

    #v$ It also provides a good basis for the valuation of variation in any

    changes of design, sie and *uality as the wor proceeds.

    #vi$ It provides a good basis for the preparation of cost analyses for cost

    planning usage.

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    bill of *uantities #')$ is a document which lists all the items necessary for the

    complete construction of wors. Each item includes a description and a *uantity.

    1.:.1 Ta(in) O$$ Sheet < Di'ensi#n Sheet

    bill of *uantities cannot be prepared directly from the drawings but must be built up in

    three stages.

    a) First stage - Taking off

    Taing off is to calculate the *uantity in each item of wor. The taing off sheet, which is

    sometimes called a dimension sheet, is ruled in the following way #!ee ppendi+ 1$

    Ta+"e 1.:.1 3 Ta(in) O$$ Sheet < Di'ensi#n Sheet

    A ! C D A ! C D

    J %olumns , ', % and appear twice on each sheet.

    %olumn - called timesing column and is used if the *uantity is to be

    multiplied for e+ample if we were taing off the *uantities

    for column bases and there were four bases, then /would

    appear in column .

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    %olumn ' - called dimension column and the dimensions of the item

    are entered one below the other in this column.

    imensions should always be entered in the following

    order, length, breadth, depth and thicness.

    %olumn % - the s*uaring or cubing column, and it is where the final

    *uantity is entered.

    %olumn - is used for description of the item and for any additional

    calculations.

    b) Second stage - Abstracting

    It consists of transferring the description and *uantity the description and *uantity from

    the taing-off sheet to the abstract sheet #as shown in ppendi+ 2$ and collecting

    together items, which can be, billed under one item. If the *uantity has to be converted

    from one unit to another unit this is done on the abstract sheet.

    c) Third stage - Writing a bill of qantities

    There are certain principles, which should always be followed when writing a bill of

    *uantities. It should be concise, accurate and well written #as shown in ppendi+ 4$.

    i$ escriptions

    Each item should be described in enough detail to enable anyone reading the bill

    of *uantities to be able to locate the item in the wors.

    ii$ Crder

    Items should be entered in a logical order. It is suggested that the following order

    be used.

    E+cavation - cubic, linear then s*uare meter

    "ass concrete and reinforced concrete - cubic, then s*uare meters.

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    iii$ ccuracy

    It is usually necessary to re-measure civil engineering wors when they are

    completed to determine the e+act value of the wor, and therefore it is notnecessary to calculate the *uantities too accurately when preparing the bill.

    iv$ 5umbering

    ll items should be measured consecutively page by page.

    v$ bbreviations

    The following abbreviations are often used on the dimension sheets@

    'Fwr - bricwor

    %.I. - cast iron

    dt - deduct

    .0.% - damp proof course

    E+. - e+cavation

    ".! - mild steel

    n.e. - not e+ceeding

    0.%. - prime cost