coaa prequal workshop may 2013 · the project timeline is tight so we need tois tight so we need to...
TRANSCRIPT
W lWelc
Contractor PrContractor Pr
Practical, EfficieSolu
Making your contractor a g you co ac oeven
ome
requalificationrequalification
ent and Effective utions
prequalification process p equa ca o p ocessbetter
Has this hap
Congratulag
New
ppened to You ?
ations on your y
w Projectj
The project timeline is tight so we need tois tight so we need to get a Contractor on board q ickl Whoboard quickly. Who can do this work?
These are the Contractors who responded to our
expression of interest.
Another evaluation of the same
Contractors. Looks like the same forms
as last time.
W lWe only use qualified
t tcontractors.
Let’s get all of them to completethem to complete
the corporate forms and letsforms, and lets ask for all the subcontractorsubcontractor data as well.
I know your busy y ybut they need this form submitted for that next job. It’s
the same template pas the one last
month
Did they looked at the data from this job we’re doing
for them? It’s the same scope.
I hope this data is what the PM needs to determine who gets the tender packages
I hope so as well the PMwell, the PM wanted it last month but itmonth but it took time to
collect all thecollect all the data
Hope these contractors cancontractors can do the job. Did I ask the rightI ask the right questions? Safety qualitySafety, quality, past work, financialfinancial…. What else?
Has this happ
Use the Pre
Best P
pened to You ?
equalificationq
Practices
AgeIntroduction and objectivesCommittee Status and MembOverview of the Best Practice
Stages of the prequalificatiProcess flow diagramPrequalification best practi
Workshop Exercise – BarriersGroup discussion
TableRoom
Wrap-up
enda
ershipeion process
ice essentialss to implementation
Introdu
Workshop Facilitators
• Jim - TransCanada• Frank - Bird• Bill - Flint
uctions
AOC
Workshop
Focus on the how to overcomimplementing the best practicimplementing the best practic
Success/value of this worparticipa
p Objectives
me challenges with cece
kshop depends on your ation!!
Prequalifica
General Contra(Ann
P j t S
(Ann
Project Spec(Expression
TenTen
Refer to your handoutsy
ation Phases
actor Screening nual)
ifi S i
nual)
ific Screening n of Interest)
ndernder
s for detailed descriptionp
PrequalificOperatio
• Prequalification prograPrequalification prograBest Practices
• Prequalification progra• Prequalification prograstage as defined
• Management of 3rd Part• Management of 3rd Part
• Share data across divis
• Keep data current – Annual updating of k
F db k t j– Feedback post proje
cation Golden Rulesonal Rules
ams need to utilize theseams need to utilize these
ams should align with eachams should align with each
ty Providersty Providers
sions (avoid duplication)
key datatect
PrequalificImpleme
Prequalification proces• Prequalification procesCorporate Policy
• Process supported by a
» Senior level com» Senior level com
• Subject to internal audi
• Prequalification review
ation Golden Rulesntation Rules
ss documented and captured inss documented and captured in
all levels
mpany championmpany champion
it
wers are fully qualified
Exe
Review and complete the q
Leave the questionnairLeave the questionnairLeave the questionnairLeave the questionnaircommittee to use in updaticommittee to use in updati
guideguide
rcise
uestionnaire. – 5 min
re on the table for there on the table for there on the table for the re on the table for the ing the implementation ing the implementation e.e.
ExercisDiscuss amongst your table wchallenges to implementationovercome them 15 minutesovercome them. – 15 minutes
30 minute session open discuss
se – cont’dwhat are the most significant n in your organization and how to ss
ion.
Wrap• Best practices not a comp
(A guide to improve existi
• Implementation is key in y
• Info is available on COAA
• Continuous Improvement• Continuous Improvement
The current Best Practice is
www.COAA.ab.ca/co
p Upplete process ing prequalification practices)
your organization
A website
tsts
s available at:
ntracts
Q&A? Discusssion! Comments?
Than
Thank-you for your participati
Your input will assist the subcimplementation challenges whand Contractors.and Contractors.
The current Best Prawww COAA abwww.COAA.ab
nks!
on and input!
committee to better address the hich will benefit both Owners
actice is available at:b ca/contractsb.ca/contracts