Enhancing Procurement Practices: Comprehensive Approach to Acquiring Complex Facilities and Projects

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Springer Science & Business Media, Jan 31, 2004 - Business & Economics - 671 pages
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Enhancing Procurement Practices is organised around four main points:
-overview and analysis of procurement principles,
-practical approach to drafting of solicitation and contract documents,
-conduct of procurement procedures,
-overview of the e-procurement arena.

Although the addressed procurement methods can be used on a wide scale, this book concentrates primarily on such cases when the subject of procurement is complex, or the solicited goods and services are relatively simple but the intended long-term relationship calls for a fairly conscious source selection. Project procurement, the most complicated form of buying civil engineering work, goods, and services, is thoroughly addressed.

Beyond the structured overview and comparative analysis of terminology and principles, the book describes such new concepts as single-source preference for simultaneous procurements, dual-term frame contract for parallel suppliers, and the use of semi-consolidated contract documents. Effective utilisation of theories boils down - among others - to a consistent set of procurement-related terms, proven methodology for drafting comprehensive solicitation documents and contracts, and practical details of communication with offerors.

 

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Contents

FOCAL POINTS OF PROCUREMENT
25
Figure 33 Targeted ranges of product quality time of delivery
35
PROCUREMENT ENVIRONMENT
39
PROCUREMENT MANAGEMENT TECHNIQUES
49
INTEGRATED PROCUREMENT MANAGEMENT
65
PROJECTS IN THE CONTEXT OF PROCUREMENT
79
PROJECT PROCUREMENT RELATED MANAGEMENT TECHNIQUES
95
Figure 87 Selection of the useful value range of implementation
117
PREPARATION OF REALISATIONRELATED DOCUMENTS
405
Typical RealisationRelated Documents
406
Table 232 Sample form of the list of suggested partners
409
Building Up the Realisation Quality Evaluation Table
418
PREPARATION OF THE INSTRUCTIONS TO OFFERORS
419
Typical Content of Instructions to Offerors
420
Introductory Clauses
426
Partaking of Offerors
429

Figure 89 Payment monitoring lump sum contract late
123
PROCUREMENT IN THE CONTEXT OF PROJECT MANAGEMENT
127
Figure 91 Supplementary phases in case of project procurement
133
Figure 94 Mother project in case of subcontracting by
139
IO Project Management Organisations
159
Definition and Characteristics of Procurement
171
Table 111 Procurement system profile
173
Basic Procurement Systems
189
Types of Contract
201
Table 141 Contract profile
203
Table 142 Incidental services and associated documents
223
Figure 141 Incentive fee
237
Sourcing Patterns
245
TYPES OF PROCUREMENT PROCEDURES
253
Table 161 Open tendering procedure
257
Table 162 Restricted tendering procedure
263
Table 165 Shopping procedures
269
FORMATION OF THE DRAFTING ORGANISATION
303
STRUCTURE OF THE SOLICITATION AND CONTRACT
309
Table 181 Associated Tender and Bidding Documents
313
GENERAL DRAFTING PRINCIPLES
321
Table 191 Marking of clauses
324
PREPARATION FOR THE EVALUATION
333
Table 201 Typical columns of statement of compliance tables
336
Table 204 Adjectival scoring scheme used for AHP
343
PREPARATION OF THE PRIME SPECIFICATIONS
351
the DesigntoCost Principle
352
Typical Content of the Body Text
353
Determination of the Technical Content of Pricing Schemes
356
Solicitation of Technical Responses from Offerors
357
Building Up the Technical Evaluation Tree and Table
358
Table 214 Sample list of exhibits in case of competitive tendering
359
PREPARATION OF THE CONDITIONS OF CONTRACT
363
Terms and Acronyms Used in the Contract
365
Table 221 Sample table of contents of the Conditions of Contract
366
Distinguished Clauses
371
Table 222 Delivery terms of different categories of Goods
375
Figure 221 Progress monitoring and Acceptance Stages of
379
Table 223 Sample System Acceptance Stages
381
Typical Extra Clauses of Frame Contracts
394
Typical Appendices
395
Building Up the Commercial Quality Evaluation Table
402
Table 226 Sample commercial evaluation table
403
Explanation Correction and Supplement of the Solicitation Documents
431
Preparation of Offers
432
Table 245 Price elements to be distinguished
437
Description of the Evaluation Process
444
Figure 241 Determination of the ranking offers in case of
449
Award of the Contract
454
CONDUCT OF PROCUREMENT PROCEDURES
455
TYPICAL TIME SCHEDULE OF PROCUREMENT PROCEDURES
457
Table 251 Typical time schedule of project procurement
458
Underlaying Assumptions
461
Statements
462
CONDUCT OF PREQUALIFICATION
465
Clarification of the Request for Prequalification RFPQ
472
Evaluation of the Prequalification Submissions
473
Table 261 Qualification thresholds
475
Repeated Demonstration of Qualifications
478
Table 271 Qualification and procurement notices
482
Table 273 Clarification of offers
488
EVALUATION AND CLARIFICATION OF OFFERS
499
CONTRACT NEGOTIATIONS
517
Table 301 Compilation of the contract by partial consolidation
530
PROCUREMENT AND THE EVOLUTION
537
Table 311 Potential advantages of eprocurement
538
Figure 311 Overview of theeworld
540
Table 312 Procuring entitys typical eprocurement phases
546
Table 314 Auction types
556
ECOMMERCE SITE CATEGORIES
559
Figure 321 Esales relationships
561
Figure 323 Eprocurement relationships
567
RELEVANCE AND FUTURE OF EPROCUREMENT
569
Table 331 Traditional and eterms for procurement procedures
571
Table Al Terms used by international organisations
580
functional Analysis System Technique
587
Figure Dl Functional Analysis System Technique FAST
588
Table El Procedural timeframes set by international organisations
592
appendix H Sample Terms and definitions of an
607
Sample Marking and documentary
621
Appendix K Sample documentation Requirements
627
Sample list of ImplementationRelated
633
Primary ProcurementRelated Documents Considered
641
Glossary
647
Index
668
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