FRB 20202 TENDER AND

DOCUMENTATION
 The objectives of this module are:
1. Understanding the administrative, legal aspects
and contents of a tender document.
2. Managing the installation from a technical point of
Objectives view.
3. Scheduling a project installation.
4. Managing a project.
5. Preparing HVAC bidding.

At the end of this module, students will be able to:

Learning 1. To explain the basic project and tender
Outcomes procedures and terms.
2. To prepare project costing and specifications.
3. To plan, control and monitor a project.
 Assessment
Coursework 60%
Final Exam 40%
Week Date Title / Topic Notes
1 Overview of project management
2 Overview of project management
3 Estimating HVAC
4 Estimating HVAC
5 Overhead, contingencies, profit, bonds and insurances

6 Tender documents overview

7 Ductwork and Grilles Qty & Pipe and valve qty
8 Ductwork and Grilles Qty & Pipe and valve qty
9 Ductwork and Grilles Qty & Pipe and valve qty
10 Cost summary
11 Tender fill up Unit Rates, tenderers particulars, schedule of
equipments offered, and form of tender

12 Project implementation Upon receive LA

13 Project implementation During construction. Project progress

report, testing and handover
14 Accounting & Finance
What is a project?
A project is that it is a one-time job that has a definite starting point, definite ending
point, clearly defined scope of work, a budget and usually a temporary team.

Type of contracts in the construction industries

Fixed price contract - (also known as Lump sum price).

Cost plus contract - (also known as Reimbursable, Plus-fee contract).

Unit rates contract - (also known as Billet rates, Parameter costs or Schedule of
rates).

Turnkey contract (also known as Design and Construct/ Build contract).

Type of contracts in the construction industries

Partnership - (also known as Joint Venture).

BOOT contract (also known as Build, Own, Operate

& Transfer).

BOT contract. (also known as Build, Operate &

Transfer)

ROT contract (also known as Refurbish, Operate &

Transfer).
 INTRODUCTION TO PROJECT MANAGEMENT
Project management offers a structured approach
to managing projects.
Project Management is defined as
the application of knowledge, skills, tools and techniques to
project activities in order to meet stakeholder needs and
expectation from the project.
 : integrates the three main project management
processes of planning, execution and control.
: processes required to ensure that the
project includes all the work required to complete the project
successfully.
: processes required to ensure timely
performance of the project.
: processes required to ensure that the
project is completed within the approved budget.
: processes required to ensure that
the project will satisfy the needs for which it was undertaken.
: processes required to
make the most effective use of the people involved with the
project.
 : processes
required to ensure proper collection and
dissemination of project information.
: processes concerned
with identifying, analyzing, and responding to project
risk.
: processes
required to acquire goods and services from outside
the performing project team or organization
 PMBOK is divided into 2 objectives:

Scope
Time
Cost
Quality

Integration
Human resources
Communication
Risk
Procurement and contract
 Benefits of Project Management

The project can be tracked and controlled to

ensure the project meets preset objectives.

Application of planning and control system will

incur additional management costs. It can be
justified because without it, may leads to poor
management decisions, mistakes, rework and
overrun.
 The project life-cycle subdivides the scope of
work into four (4) sequential project phases :
Commissioning and Concept and
Handover Phase Initialisation
Phase

Implementation Design and

or Construction Development
Phase Phase