Document downloads - Procurement strategies
Available downloads
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E-tendering
Published: December 2010
E-tendering provides a framework where both clients and tenderers can reduce their costs, remove unnecessary administration and streamline the overall tendering process. This guidance note provides useful best practice information on e-tendering for anyone involved in the tendering and procurement process. Appendices include a glossary of terms, sample materials, checklists and where to find out further information regarding the implementation of e-tendering within your enterprise.
This is part of the RICS QS and construction standards (the 'Black Book').
Please be aware that this guidance note contains some material which is in the process of being updated for revisions to the CDM Regulations, RIBA Plan of Work, and updates to the JCT, NEC and FIDIC suites. Members are made aware of these impending revisions in order that they first check the most up to date position before electing to act in accordance with this guidance document. -
Principles of measurement (international) for works of construction (ARCHIVED)
A set of principles of measurement is essential to reduce widely varying practices and consequent disputes. Although there are an increasing number of contract documents requiring bills of quantities, often there is no framework within which they can be prepared, nor a commonly agreed basis of measurement. These principles, prepared by the RICS, provide a uniform basis of measurement. They are suitable for use where existing rules are inappropriate or where no rules exist.
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Surveyors' construction handbook: developing an appropriate building procurement strategy (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
Any questions relating to its status and application should be addressed to the RICS QS and construction professional group. -
Surveyors' construction handbook: building services procurement (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
Any questions relating to its status and application should be addressed to the RICS QS and construction professional group. -
E-tendering: Sample preliminary enquiry - initial letter
E-tendering provides a framework where both clients and tenderers can reduce their costs, remove unnecessary administration and streamline the overall tendering process. This is an initial letter sample for a preliminary enquiry.
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E-tendering: Prequalification document
E-tendering provides a framework where both clients and tenderers can reduce their costs, remove uneccessary administration and streamline the overall tendering process. This prequalification document is a description of works and guidelines for contractor submissions.
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E-tendering: Sample document index and referencing notes
E-tendering provides a framework where both clients and tenderers can reduce their costs, remove unnecessary administration and streamline the overall tendering costs.This sample document index is appropriate for the delivery of tender documents by CD, DVD, or web based systems.
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Developing a construction procurement strategy and selecting an appropriate route (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
This first edition guidance note discusses construction procurement routes and the development of a procurement strategy. The guidance aims to help professionals choose an appropriate route, setting out their advantages and disadvantages.
This guidance note is part of the RICS QS and Construction Standards.
Please note: This guidance note is under revision and has been withdrawn. This document will be reinstated with a new edition as soon as possible. In the meantime, this guidance note is kept on isurv for information purposes only. -
Tendering strategies
Published July 2014
Effective from 1 January 2015
This 1st edition guidance note summarises what tendering is and how tendering processes are used to establish a contract price. It also reviews different types of tendering and negotiation strategies and their advantages and disadvantages. It seeks to enhance the knowledge and understanding of the tendering and negotiation processes involved in procurement.
This is part of the RICS QS and construction standards (the 'Black Book'). -
Procurement of facility management
Published October 2020
Effective from January 2021
Reissued December 2023
This professional standard provides guidance on the various factors that need to be considered throughout a procurement process, including activities and key decisions during planning, procurement and post-procurement
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The document is aimed at public and private sector property professionals involved in a facility management (FM) procurement process either within their territory or region, or globally. This includes property managers, directors of estates, heads of FM, consultants, RICS-regulated firms acting for a landlord and FM suppliers procuring services from subcontractors. Those managing in-house teams delivering FM services may also find some of the content helpful.
This document was reissued in December 2023 as a professional standard. It had previously been published in October 2020 as a code of practice. No material changes have been made to the document.