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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