RICS draft guidance note - Subcontracting (1st edition)

Appendix 2: Example contents of a tender recommendation report

Ref

Heading

Example content

1

Executive summary

  • high-level summary of report
  • name of tenderer recommended to be employed as subcontractor

2

Introduction

  • background
  • nature of subcontract works
  • planned date for appointment of subcontractor

3

Procurement strategy/tendering process

  • title and date of procurement strategy document
  • summary of tendering procedure
  • list of tenderers

4

Basis of tender

  • scope of subcontract works
  • ITT:
    • content
    • date
  • tenders received:
    • name of tenderer
    • date
  • tender opening
  • tender prices
  • tender review:
    • compliant and non-compliant tenders
    • errors
    • qualifications
    • exclusions
    • provisional sums
  • post-tender meetings

5

Tender assessment/comparison

  • tender assessment criteria stated in ITT
  • application of tender assessment criteria
  • programme
  • input of main contractor's departments:
    • procurement
    • management
    • commercial
    • engineering
    • quality
    • health and safety
    • finance
    • legal

6

Recommendation

  • name of tenderer recommended to be employed as subcontractor
  • reasons
  • risks and risk management

7

Financial matters

  • budget for subcontract works
  • anticipated extra costs
  • financial effect of implementing recommendation
  • up-to-date credit check on tenderer recommended to be employed as subcontractor