cleopatra enterprise tendering and contract strategies

12
Tendering and Contract Strategies with Cleopatra Enterprise

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Page 1: Cleopatra Enterprise Tendering And Contract Strategies

Tendering and Contract Strategies with Cleopatra Enterprise

Page 2: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

What:>Manage purchase of materials and 

services on a project basis or long  term relationship

>

Who:>Purchase department>Project managers, Project leaders

Tendering & Contract Strategies

Page 3: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

Control of scope (changes)>

Standardization of labour

norms

>

Prices, rates and margins

What needs to be controlled?

>

Cube should stay within  your budget

Page 4: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

How:> Choose the right contract strategy:

>Project contract> Long term contract

> Clearly define scope and scope changes> Apply unit‐rates

Tendering & Contract Strategies

Page 5: Cleopatra Enterprise Tendering And Contract Strategies

Purpose of estimating with unit rates

>

Cost calculation, budgeting and cost‐ control

>

Qualifying and Quantifying of loss sources>

Capacity‐

and period planning

>

Objectivity and deviation planning>

Effectiveness evaluation (management 

tool)

Page 6: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

Unit-Rate

>

General description

>

Direct hours

>

Activity

>

Rate

>

Productivity

>

Indirect

>

Profit and risk

Page 7: Cleopatra Enterprise Tendering And Contract Strategies

www.costengineering.eu

Optimizing the Tendering process

Page 8: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

Bidding phase:>

Develop a request for quotation (RFQ) database with 

norms/unit‐rates to familiarize Contractors with the  Owner’s strategy and data. 

>

Create reference estimate which defines the scope>

Receive market quotes in Excel format from different 

vendors>

Update reference estimate with quotes

>

Compare the various Bids

Cleopatra Enterprise & Tendering

Page 9: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

Estimating & Execution phase:>

Setup a contract database (knowledgebase) with 

unit‐rates>

Compare estimates with contract knowledgebase

>

Update contract database with new unit‐rates>

Input for cost control

>

Input for ERP system>

Quantity surveying

>

Analyze price development for long term  contracts0

Cleopatra Enterprise & Tendering

Page 10: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

Fast and accurate estimating>

The whole

tendering

process

in one

program

>

From

request

for

quotation

to final

contract bid>

Use reference estimates to build new bids quickly

>

Import quotes

by

suppliers>

Update estimate

against

new

quotes

>

Use

standard

cost

data based

on

DACE Labour

Norms>

Interface with

3D engineering and other

software

>

State of the art technology

Cleopatra Enterprise’s Added Value

Page 11: Cleopatra Enterprise Tendering And Contract Strategies

>www.costengineering.eu

>

Cost estimates as business tool>

All investment information at your fingertips

>

Enhance your business intelligence by>

Knowing your exact cost

>

Knowing

the effects

on

cost

of scope changes>

Including

allowances

in estimates

>

Including

indirect cost

in estimates

>

Use

Cleopatra Enterprise for:>

Procurement

>

Tendering>

Contracting

>

Estimating

Cleopatra Enterprise’s Added Value

Page 12: Cleopatra Enterprise Tendering And Contract Strategies

Cleopatra has been awarded  ‘Winner Champion of Excellence’

by  cutting construction costs with 23%  for Shell

[ref. Chemicals Quarterly]