18 May 2022

Pertinent Project Stages

by | posted in: Construction Chat | 0

  • Conceptual Stage

The project will still be an idea/concept. Pre-feasibility studies are undertaken to determine whether the project is viable during this stage. No construction consultants are appointed as yet, as it is the earliest stage of the project.

  • Procedural Stage

Environmental studies are undertaken in this phase, and various studies, possibly including heritage, geotechnical etc are undertaken on the project’s site location to determine if it would be safe to develop or if there are any issues. Once Environmental Authorisation is granted, Town Planning (TP) applications would be submitted to the Local Municipality by the Town Planning consultants on behalf of the client. A TP application is to rezone the property if required.

During this phase, we could have only the Environmentalist, Town Planner and clients’ details listed on the project however their contact details will be hidden. The Environmentalist & Town Planners listed on the project will solely be involved in the environmental and TP process that is being conducted on the land and will not be of assistance nor will they be the correct person to forward your profile, as they have no input in the procurement or construction of the development. The client and developers’ details will only be made available once all necessary legal approvals have been granted.

  • Design Stage

A project on our database will only be changed to Design once an Architect has been appointed for a building component. An infrastructure component such as a road will be changed to design when a civil engineer is appointed. The Design Phase is where the Designs are developed. There are different stages within the design stage that Architects often follow before designs are approved and finalized by the clients. The rest of the professional team is also appointed during the design phase as they all collaborate to develop detailed designs. Details of the entire team are sourced during this stage as well. Architect drawings are not sourced or added as Project documents. Subscribers are advised to request drawings directly from the Architects.

  • Tender Stage

Tenders are advertised publicly (if the government department is the client) or are sent to preferred bidders (if private client) we update the projects accordingly depending on which sector it is in.

You will find that some Public Projects (CIDB 7, 8 or 9) are added from the Tender stage to our database. These projects are sourced from Government portals, gazettes or local newspapers.

During the Tender stage, the Bill of Quantities could be made available. A copy will be added to the PPA as a document and an email will be sent out notifying the monitors. If the project is a Private development a request will be made to the consultants for a copy of the BOQ. Should a copy be made available, it can be requested by the subscriber from the listed researcher from L2B. A private BOQ can only to be used for information purposes as it is a confidential document and may not be redistributed.

  • Awarded Stage

The project status is changed once the main contractor has been awarded the construction contract. The project in this stage will be updated with Contract Timing, Contract Value, Site Agent and Contracts Managers details from the awarded company. During this stage, the contractor awaits to receive site handover from the client and work permits from the Department of Labour should it be a public project. Private projects exceeding R65 million are also required to apply for work permits at the Department of Labour through their appointed Health & Safety officer.

  • Underway Stage

Once work permits are received and site handover takes place the contractor would then establish the site (moving equipment on-site and setting up office). Once construction has commenced, the status of the project changes to underway. The project is actively monitored with project updates being generated frequently to notify our subscribers of the entire progress of the works. Subcontractor’s details are requested and added to the awards.

  • Completion Stage

When works reach practical completion or project handover takes place or if the works will be completed within 6 – 8 weeks, we will then update the status to Complete and the Project will no longer be actively researched.

  • Postponed Stage

Projects are listed as postponed if we have been advised or sourced that construction will not be taking place for a period of time. If a project was in the tender phase and the tender was cancelled, the status is changed to postponed pending the publication of a new tender

  • Cancelled Stage

A Project is cancelled if we have sourced or been notified that the development is no longer going ahead

  • L2BShelved

In the event of the researcher not being able to source or confirm any viable construction information or contactable professionals details on a project over a period of time, the status could be updated to L2BShelved. This indicates that all avenues of research have been exhausted and the Project will no longer be actively researched by L2B.

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About Stephanie Hull

26 Oct 2016

The timing of Tenders – Award Dates

by | posted in: Construction Chat, Uncategorized | 0

Award Dates

97-blog-award-dates

I work in the Private Projects Department at Leads 2 Business, following the progress of construction developments. Once a project reaches Tender stage, we endeavour to source the award information for the tender linked to that project. In my nearly 5-year experience in dealing with tenders, I have come to learn about a few of the procedures and regulations that need to be adhered to throughout the tendering process. I have no doubt that there is more to learn, but in this blog post I will talk about some of the processes and procedures that I have encountered in the public tendering process, through my understanding.

Public tenders seem to be awarded after a period of between 90 to 120 days from the closing date, however, this time frame could vary – The award can be made before or after this period, provided that the validity period has not expired.

Once the successful bidder is notified, the tender award is not simply finalised with the contract starting immediately thereafter. A public notice should be advertised to indicate the intention to award. There should also be an appeals period, rejection letters, an appointment letter, a contract, and certain construction regulations to adhere to.

Notice of Award / Intention to Award
Once evaluation and adjudication is finalised and a recommendation has been made, the bids should be opened and read out in public, for transparency purposes. A bid register should be published on the client’s website so that the tenderers are able to view the prices that were submitted by the other service providers, should they not have been able to attend the opening of the bids. Successful and unsuccessful tenderers should then be provided with written notice, and a notice of intention to award should be publicly advertised to allow for possible objections from the other bidders.

Appeals Period
Once the intention to award has been advertised, a certain period should be allowed for objections, if any, from other service providers. A tenderer can appeal the award, usually within 14 calendar days (this may differ) from the date of the letter of intent. Clear instructions for the appeals process should be included in the contract documents.

Letter of Appointment
Once the appeals process has concluded, the successful tenderer is issued with an appointment letter. This does not necessarily mean that the award has been finalised. There could be conditions stipulated in the appointment letter which need to be fulfilled before a binding agreement can come into effect.

Binding Contractual Relationship
The contractual relationship begins once the successful bid has been accepted in writing, followed by a written agreement which is signed by both parties. The award can be deemed finalised at this point.

Notification of Construction Work
Should the contract meet the requirements set out in the construction regulation for the Notification of Construction Work, the main contractor must notify the Department of Labour prior to the commencement of construction. A copy of this notice, among other important documents, must be kept in the Occupational Health & Safety File (OH&S File) on site.

Bear in mind that the processes above are not the only ones to consider before the award date is finalised. There are other processes that an award may have to go through, depending on the client’s requirements, the type of goods or services being procured, and even the value of the contract, among others.

The award is not the end of the process. It signals the beginning of the contract.

Sources:
Durban
Umdoni
Google
Gijima
Durban Gov
KZN Treasury
Polity

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About Bianca Warwick

I had the privilege of joining the Leads 2 Business content team in January 2012. I work in the exciting Projects department, following the progress of construction developments in KwaZulu-Natal and the Free State.