This document discusses tendering and contract strategies when using Cleopatra Enterprise software. It provides information on managing materials and service purchases through project contracts or long-term relationships. It emphasizes controlling scope, standardizing labor norms, prices and margins. Cleopatra Enterprise allows fast and accurate estimating for the entire tendering process from requests for quotation to final bids. It utilizes reference estimates, cost data, and interfaces with other software. Cleopatra Enterprise provides cost estimates as a business tool for procurement, tendering, contracting and estimating.

1. Tendering and Contract Strategies
with Cleopatra Enterprise

2. Tendering & Contract Strategies
> What:
>Manage purchase of materials and
services on a project basis or long
term relationship
> Who:
>Purchase department
>Project managers, Project leaders
>www.costengineering.eu

3. What needs to be controlled?
> Control of scope (changes)
> Standardization of labour norms
> Prices, rates and margins
> Cube should stay within
your budget
>www.costengineering.eu

4. Tendering & Contract Strategies
> How:
> Choose the right contract strategy:
> Project contract
> Long term contract
> Clearly define scope and scope changes
> Apply unit‐rates
>www.costengineering.eu

5. Purpose of estimating with unit rates
> Cost calculation, budgeting and cost‐
control
> Qualifying and Quantifying of loss sources
> Capacity‐ and period planning
> Objectivity and deviation planning
> Effectiveness evaluation (management
tool)

6. Unit-Rate
> General description
> Direct hours
> Activity
> Rate
> Productivity
> Indirect
> Profit and risk
>www.costengineering.eu

7. Optimizing the Tendering process
www.costengineering.eu

8. Cleopatra Enterprise & Tendering
> Bidding phase:
> Develop a request for quotation (RFQ) database with
norms/unit‐rates to familiarize Contractors with the
Owner’s strategy and data.
> Create reference estimate which defines the scope
> Receive market quotes in Excel format from different
vendors
> Update reference estimate with quotes
> Compare the various Bids
>www.costengineering.eu

9. Cleopatra Enterprise & Tendering
> Estimating & Execution phase:
> Setup a contract database (knowledgebase) with
unit‐rates
> Compare estimates with contract knowledgebase
> Update contract database with new unit‐rates
> Input for cost control
> Input for ERP system
> Quantity surveying
> Analyze price development for long term
contracts0
>www.costengineering.eu

10. Cleopatra Enterprise’s Added Value
> Fast and accurate estimating
> The whole tendering process in one program
> From request for quotation to final contract bid
> Use reference estimates to build new bids quickly
> Import quotes by suppliers
> Update estimate against new quotes
> Use standard cost data based on DACE Labour Norms
> Interface with 3D engineering and other software
> State of the art technology
>www.costengineering.eu

11. Cleopatra Enterprise’s Added Value
> Cost estimates as business tool
> All investment information at your fingertips
> Enhance your business intelligence by
> Knowing your exact cost
> Knowing the effects on cost of scope changes
> Including allowances in estimates
> Including indirect cost in estimates
> Use Cleopatra Enterprise for:
> Procurement
> Tendering
> Contracting
> Estimating
>www.costengineering.eu

12. Cleopatra has been awarded
‘Winner Champion of Excellence’ by
cutting construction costs with 23%
for Shell
[ref. Chemicals Quarterly]