Ahmed Adel - Mechanical Tendering Engineer

01064472924 – 01124513880
Content [email protected]

Tendering
1- Tendering identifications
2- Type of Projects
3- Tender documents
4- Steps to project tendering
5- Important and critical points in tendering
6- Technical and financial offer
7- Example for project tendering
 Introduction
We will try in this discussion to simplify the tender
issue , and guide you to the right way to deal with any
project and introduce the best financial and
commercial offer so that you can be good competitor
for any project and persuade the owner and consultant
that your offer is the best so you can get the project
 1- Tendering identifications
1.1- Tendering engineer : The Person who
receive tender document and he is responsible for
introducing the financial and commercial offer in
the detected time
2.1- Tender document : the documents the
tenderers receive that contains BOQ ,Drawings ,
Specifications and others
 2- Type of Projects
• After receiving tender documents we should
recognize the type of the project if it is club,
hospital , mall, admiration building , factory or
any other type of building
• After that we should ask for its location and
if this project is new project or extension
• Then we should know project duration and
the time of project study (introducing tender
documents)
• Also we should note the time for clarification
 3- Tender documents

In this session we will try to recognize the tender

documents and its contains
1- Tender drawings – design or tender drawing
for every section in the bill of quantities should
be identified with clarified section and complied
to the specification
2- BOQ (bill of quantities) - that have all items
need to be supplied or installed or both according
to what said
3- Specification (specs) – that was done by consultant
and describe every equipment or material in detail and
also explain the method of installation
4- Vendor List - the list of manufacturer
recommended by the consultant the we contact to get
offer for materials or equipment
5- Other documentation – the four previous items are
the main items should be with tender package but also
some other document may be attached like soil report ,
invitation letter list of drawings and others
 4- How to start project
tendering
1- Recognize your project : you should know the type of project
, its place and the nature of works (invitation letter may content
all this data)
2- Knowing the project duration and time of introducing your
offer is very important so that you can know the time available
for you
3-Start reading the bill of quantities for every section and have
aback ground for all works and bulk items (main work)
4- Taking a look for all drawings and having some information
about building nature , table of equipment , and detailed section
5- Try to estimate your project budget (will be explained later )
6- Start by bulk items by rereading the bill
accurately and examine the drawing , see the
detailed section and schedule of equipment
7- Reading the specs of the item and the
consultant approval material and installation
method
8- Reading carefully consultant vendor list and
detecting the supplier which I will deal with
them
9- Sending requests for suppliers with drawing ,specs
and boq to send their offers for special items
complied with consultant specs
10- Repeat the previous point for all items in the Boq
11- Time taken by suppliers to read the specs and
prepare their offers I should study my project well ,
read specification , understand all systems , Put my
questions for clarification , follow with suppliers
offers updated and visit the project site if possible
12- BOQ should be on Excel sheet before starting our
pricing
 13- After receiving suppliers offers we divide our
Excel sheet as per attached

UNIT TOTAL
TEM No. DESCRIPTION UNIT QTY PRICE PRICE U/P. Fitting TAX Painting trans. support installation Total O.H
LE LE
II. PLUMBING EQUIPMENT

Domestic Water Heaters

1
Supplying, installing,
connecting and testing
vertical storage potable
domestic water heaters
Olympic or Toshiba
complete including
No 2
1.1 * TYPE-A, EWH 90 lit
No 1
1.2 * TYPE-A, EWH 60 lit
No 1
1.3 * TYPE-A, EWH 40 lit
No 3
1.4 * TYPE-A, EWH 30 lit
* Installing, start up and commissioning
14- laying unit price , fittings , taxes ,transportation ,
installation values and any other process according
to type of activity
15- Get the sum of all values
16- put your over head value
17- Repeat that for all items , and finally you will
get your financial value for the project
18- Prepare you technical offer
19- Confirm the technical offer documents as per
consultant requires and also financial offer
 - Important and critical points in tendering
. Project site and the geographical nature and its
effect on work progress
. Soil report is very important especially for work
underground
. Suitable storage place and caravans for site labor
. Service points of water and electricity for the site
. Material or equipment transportation to the site
. Number of manpower needed for the project
. Consultant requirements in the site
. Method of payment and monthly invoices
. Currency fluctuation
. Accurate survey for lump sump items
. Miscellaneous items to complete the work
.Special Conditions for some items
. Value engineering suggestions
. Time schedule and cash flow of the project
. Suppliers good contact and references variety
. Comparison between suppliers offer and consultant specs
. Notify type of taxes for imported material or equipment
. Talk with suppliers about discount percentage
. Dealing with suppliers and negotiation between them
 Technical and financial offer

.Technical offer is very important as it has great value for

winning the project
. Its estimation by points according to consultant demands
and contractor complying
. All catalogues of materials and equipment should be
attached which the study is based on
. Contractor vendor list applicable with consultant one
. Company profile and its CV preferred to be there
. Qualified staff CVS who are able to execute the project
professionally
. The technical offer finish file should be arranged and
attractive
. Financial offer should be written with obvious hand
write
. Make sure of all numbers and revise more than one time
and with another one
. Finally make sure of number of copies needed to be
delivered
 Example for project tendering
- First …….why we need to estimate project budget ?