PALS Refresher: Building Procurement and Tendering

PALS Refresher: Building Procurement and Tendering
 

PALS Refresher: Building Procurement 

Available On Demand

Overview

This module covers:

  • An overview of the range of procurement methods currently used by the construction industry, particularly traditional lump sum contracts vs non-traditional contracts
  • The impact on services required of the architect by each procurement method
  • The ‘standard’ forms of contract available in the Australian construction industry
  • Advice regarding recommending a form of contract
  • Understanding various contract insurance risks

CPD

This presentation is equivalent to 1 hour/point of formal CPD and will deliver outcomes related to the following Competency/s from the National Standard of Competency for Architects:

    2015 Competencies:

    Project Delivery: Procurement

    7.1 Identification of available procurement methods and assessment of relevance and application to the project.
    7.2 Selection of procurement method incorporates assessment of the impact on all phases of project including design, documentation and project delivery.
    7.3 Selection of procurement method incorporates assessment of the impact on contractual arrangements between all project stakeholders.
    7.4 Selection of procurement method incorporates assessment of the impact on selection, contracting and scope of work of consultants and specialist service providers.
    7.5 Preparation of report and recommendations to enable client to make approval of procurement method and all associated contracts.
    7.6   Knowledge and application of all administration and principles for the selected procurement  method and associated contracts.

    2021 Competencies:

    Practice Management and Professional Conduct:
    PC 5 Be able to apply essential elements of a client architect agreement across the range of procurement methods in relation to their appropriateness to the scale and type of the project, including alternatives for partial services and the engagement of secondary and sub-consultants. 
    PC 9 Be able to apply contemporary and emerging building procurement methods. This involves identifying the most appropriate form of delivery for a project, including risks, mitigation and adaptation strategies, and integrating appropriate construction contracts and consultancy contracts and/or agreements. 
    PC 11 Be able to assess, recommend and/or select an appropriate procurement process, with consideration for its impact on all phases of a project – including design, documentation and project delivery – and provide advice to the client in terms of the level of scope of service for consultants. 

    Design Delivery and Construction Phase Services:
    PC 48 Be able to select and implement project administration systems, based upon an assessment of the selected procurement method and its implications on project delivery. 
    PC 51 Be able to provide advice to clients and lead (or contribute to) the process of selecting a qualified contractor in accordance with the agreed procurement method and construction contract. 

Learning Outcomes

At the end of this presentation you should be able to:

  1. Identify areas of risk that arise in architectural practice.
  2. Describe techniques that architects may use to minimise and manage risk.
 

Speaker

Ryan Loveday

Director, Fulton Trotter Architects

Ryan is a registered architect and a Director of Fulton Trotter Architects, a practice established in 1937, with about 50 people across offices in Brisbane and Sydney.
After finishing a drafting course at TAFE, Ryan studied Architecture at the University of Technology Sydney in the old 6 year part-time course, whilst also working in small practice. He dimly remembers graduating the course in 2001.
Now based in Brisbane, he has spent the last  two decades working predominantly on public projects within education, health, aged care and community architecture. One of an increasingly rare breed specialising in traditional full-service architecture and superintendency, his skills and background as a technical architect have led to a career resolving the ‘tricky bits’ of complex institutional projects.

 
 

References

Risk management and insurances
https://acumen.architecture.com.au/practice/risk-management-and-insurances/

Office manuals
https://acumen.architecture.com.au/practice/quality-management/office-manuals/

Quality control checklist
https://acumen.architecture.com.au/practice/quality-management/quality-control-checklist/

Quality control for working drawings
https://acumen.architecture.com.au/practice/quality-management/quality-control-for-working-drawings/

Architects’ liability
https://acumen.architecture.com.au/practice/risk-management-and-insurances/architects-liability/

Architects standard of care
https://acumen.architecture.com.au/practice/risk-management-and-insurances/architects-standard-of-care/

Duty to correct and warn
https://acumen.architecture.com.au/practice/risk-management-and-insurances/architects-liability/duty-to-correct-and-warn/

Agreements
https://acumen.architecture.com.au/project/agreements/

PALS Refresher: Tendering

Available On Demand

Overview

This module covers:

  • The objectives of and ethical background to tendering
  • The process of calling tenders 
  • The process of receiving, evaluating and selecting tenders 
  • Advice regarding tender negotiations 
  • Accepting and engaging a contractor

CPD

This presentation is equivalent to 1 hour/point of formal CPD and will deliver outcomes related to the following Competency/s from the National Standard of Competency for Architects:

    Project Delivery: Construction Stage

    8.1 Selection process for appropriately qualified contractors is in accordance with procurement method and project contract.
    8.2 Recommendation regarding contractor selection and specifics of project contract are made to the client for their approval.
    8.3 Identification and application of the process and administration systems needed to fulfil all obligations under project contract.

     

Learning Outcomes

On completion of this module you should be able to:

  1. Demonstrate awareness of the objectives and ethical requirements of tendering
  2. Understand the process of calling, receiving, evaluating and selecting tenders
  3. Advise the client regarding tender negotiations
  4. Understand the process of accepting and engaging a contractor 
 
 

Speaker

Ryan Loveday

Director, Fulton Trotter Architects

Ryan is a registered architect and a Director of Fulton Trotter Architects, a practice established in 1937, with about 50 people across offices in Brisbane and Sydney.
After finishing a drafting course at TAFE, Ryan studied Architecture at the University of Technology Sydney in the old 6 year part-time course, whilst also working in small practice. He dimly remembers graduating the course in 2001.
Now based in Brisbane, he has spent the last  two decades working predominantly on public projects within education, health, aged care and community architecture. One of an increasingly rare breed specialising in traditional full-service architecture and superintendency, his skills and background as a technical architect have led to a career resolving the ‘tricky bits’ of complex institutional projects.

 
 

References

AS 4120—1994 Code of tendering
https://infostore.saiglobal.com/en-us/standards/as-4120-1994-122073_SAIG_AS_AS_256209/

Tenders – calling
https://acumen.architecture.com.au/project/core-architectural-services/contractor-selection/tenders---calling/

Tenders – receiving and selecting
https://acumen.architecture.com.au/project/core-architectural-services/contractor-selection/tenders---receiving--selecting/

 

Price

Member: $49
Non-Member: $74
Student: $19

 
  

What Do I Do Next?

1. You will receive an automated registration email upon purchase. Follow the link in this email to take you to the course material on our online CPD platform.
2. You may have to click the green "log in via members site"  button to log into the online CPD platform. (Please do not input your credentials into the CPD site. Instead, to log in hit the “log in via members site” green button). You may be redirected to our members portal to log in with your credentials there.
3. Accept the T&Cs if it is your first time on the online platform, and hit “my dashboard” to find your purchased course.
4. Undertake your course at your own pace.
5. Once you have completed all the course material, you will be prompted to complete your assessment and feedback, after which your formal CPD certificate will be made available.

 
Where
NSW AUSTRALIA

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