Getting Contractors Interested in Your Project

Operations Before, During and After
Procurement 

A very helpful guide for veterans and for rookies. Commentary is divided into:

• excerpts from the RAIC Canadian Handbook of Practice for Architects (CHOP)
  
• commentary from the  Project Administration Resource Committee [PARC]
  
• downloads of standard forms and letters used in construction procurement
  
• references to other sources of information on the topic
  

See the index below organized in chronological order: 

0. Types of Construction Project Delivery

0.1 Methods of Delivery
0.1.i Stipulated Price Contract (Design-Bid-Build or Stip Sum)
0.1.ii Construction Management (CM)
0.1.iii Design-Build (DB)
0.1.iv Public Private Partnership (P3)
0.1.v Federal CM / DB / Stip Sum (Hybrid)

1. Before Bidding 

1.0 Before Bidding Begins
1.0.i Prequalification of bidders

1.1 Obtaining Bids
1.1.i Introduction to Bid Types
1.1.ii Open vs. Closed (Invited) Bidders List
1.1.iii Open Bid
1.1.iv Invited Bid
1.1.v Invited Bid – Single Phase Bid
1.1.vi Best Practices
1.1.vii Online Procurement Platforms
1.1.viii Sequential Bidding in Construction Contracts
1.3 Preparing the Bid Package
1.4 Issuing the Bid Package

2. During Bidding

2.1 Site Walk-Throughs
2.2 Bid Period Inquiries
2.3 Bid Phase Substitutions
2.4 Addenda
2.5 Extending the Bidding Period

3. As Bidding Ends

 

3.1 Bid Closing Procedures
3.1.i Paper or electronic submissions
3.1.ii How many copies?
3.1.iii Receipt of Bids
3.1.iv Whose Clock Do You Use?
3.1.v Which Day for Bid Closing?
3.1.vi What Time for Bid Closing?

 

4. After Bid Closing

4.0 After Bid Closing
4.0.i Bid Period Closing and Bid Opening
4.0.ii Errors In Bids / Non-Compliant Bids
4.0.iii Public or Private  (coming soon)
4.1 Bid Analysis 
4.1.i Alternate Prices
4.1.ii Don’t give legal advice

4.2 Bid Negotiations
4.2.i Owner Needs Legal Advice
4.2.ii Bid revisions 
4.2.iii Post-Bid Negotiations
4.2.iv Post-Bid Addendum
4.3 Contract Award
4.3.i Contract Compilation

The Canadian Construction Documents Committee CCDC-23, Guide to Calling Bids and Awarding Construction Contracts, outlines the “best practices” for Owners and Consultants in procuring construction services. This guide has become accepted across Canada and should be used as the starting reference for best practices and inquiries during the construction procurement process. The Canadian Handbook of Practice, Chapter 2.3.9. also references the CCDC-23 guideline and offers suggested standards of practice during the Bid closing and analysis stages, as well as two checklists, one related to preparation of the Bid Package and the other related to preparation of the Instructions to Bidders. While there are other policies that set procedures for the bidding process, such as the Public Sector Procurement Policies for public sector projects, those are not covered in the content of this discussion but the standards of practice in the CCDC-23 guideline should still be followed in the bidding process.

The committee invites questions, commentary or articles on related subjects. 
practiceadvisor@oaa.on.ca

Guide to Sample Documents

Frequently Asked Questions
List of MoProj Procurement Downloads