Code of Estimating Practice, 7th Edition

1.0 Introduction; 1.1 Principles – including flow charts (including risk management0. current charts are process-oriented – these should be incorporated into Process Section; 1.2 Processes; 1.3 Contract Types – diagrammatic presentation of contract formats to distinguish between types, application and use; 2.0 Project appreciation; 2.1 Initial Review (24 hr overview of tendering, checking validity and decisions to tender – pre-qualification process).

2.2 Design Review (packaging job and gap analysis, Q&A exercises); 2.3 Site Investigation; 2.4 Clients requirements (method statements, CDM Regulations, selection criteria); 2.5 Project planning and programming (tender programme); 3.0 Procurement; 3.1 External Planning (engaging consultants); 3.2 Internal Planning (design & build, confidentiality re: bill sharing and breaches of tendering regulations); 4.0 Cost estimate; Planning; Preliminaries; Unit rates; Sub-contract prices; Project overheads; Provisional sums; Contractor design; Other approaches – Operational estimating – Analytical estimating; Compliance – Technical – Commercial; 5.0 Tender settlement; Estimators report and risks associated with this; Settlement – anticipated margin and tender figure; Tender submission – Tender strategy and examples – Non–compliant tenders – Alternative tenders – time/cost method - European Union rules and regulations – Clarifications/Qualifications; 6.0 Post-tender activities; Changes; Handover to delivery team; Period for acceptance of tendering; Feedback on tender results/performance; 7.0 Cost planning; Cost planning; Whole life-cycle cost planning (construction) – sustainability adding; PFI; Approximate quantities/estimating; 8.0 Contractual arrangements; Large projects; D&B – lump sum; Changes to process; Risks (for each contract); Package bids – relating to specialist contractors; Management – cost plus; Hybrid – partnering arrangements; 9.0 E-commerce; E-tendering; Receipt of information; Records; Submissions; Data Protection Act; E-bidding processes