The Formwork Experts.

Region 1
Tender Process
Concept
by Kyle Moolman

Copyright by Doka

Copyright by Doka
 Tender Process

Current Situation:
The current tender procedure has shown the following flaws which needed to
be addressed:
1. Duplications on EDM
2. Spent Engineering hours on the same project
3. Incorporating Tenders into the Project Pipeline
4. To standardize the Tender Process Nationwide

Concept:
The concept seeks to address the current situation by
1. Setting out parameters for Engineering Design (Benefit: Quality & Delivery)
2. Implementing a Standard for the Tender process (Benefit: Morale)
3. Utilizing our available Leads Resources efficiently (Benefit: Service)
4. Setting out parameters for tracking and reporting (Benefit: Analysis)

Doka - Kyle Moolman Copyright by Doka

 Process Flow

Responsibility: Kyle Responsibility: Kyle Responsibility: Kyle Responsibility: Salesman

Incoming Leads
Track on Master Allocate Leads &
SAFCEC, L2B & Pricing Assessment
Tender Sheet Tenders
Enquiries

Crtieria: Technical Design:

*1,2,3 Process for *Over R1million FW
Criteria For STAGES: Concept,
Tracking: Req(Based on Similar
Design and projects)
*CIDB 6+ Procedural
*6+ months duration
*Others Considered *@Tender – Client
as LEADS Bidding *3+ Doka Clients bidding
Flat Bill:
*Priced using a STD Doc
*Entered on Victori II &
EDM

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 Reports

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 Summary

L2B Monitor Benefit

• Access to a group of researchers at your disposal
• Real time updates via email of any status changes to your Monitored projects
• Access to Relevant contacts of Key stakeholders working on the project at every stage
• Tracking of tenders allocated

Tender Process Benefit

• Single point of contact for Tenders
• Focussed effort between Sales and Technical
• Analysis of tenders realising to order
• Weighting in the sales pipeline for Tenders
Rates Document
• Standard pricing model for review to assess competitiveness

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 Way forward
Activity Notes Responsible Due
Person Date

Develop standard BOQ
rate document.
Meeting set for 22-Mar
Compare rates for current
market
Develop SOP
Standardise rates Region wide then Edgar/ Kyle Ongoing
country wide for Quarterly review
Set-up appointments with Estimators to Kyle TBC
assess how the current set of pricing and
format can benefit them
Finalize SOP for tender process Kyle 31-Mar

Training for Monitors All Salesman has access to training on Kyle Next sales
monitoring Meeting

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The Formwork Experts.

Thank You

2017
Kyle Moolman

Doka - Kyle Moolman Copyright by Doka

Copyright by Doka