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LotExpert.Development

Product
The name of the base system (platform): LotExpert (uTrade)
Developers: Ultimeta, NTK (Ultimeta)
Date of the premiere of the system: 2017/11
Branches: Construction and industry of construction materials
Technology: Trade automation systems

LotExpert.Development is the electronic trading platform for construction and development companies.

The LotExpert.Development system is implemented under requirements of profile participants of the market of construction services and provides to users a number of the innovation services simplifying work both procurement authority, and participants.[1]

Accreditation of partners

Accreditation is a procedure for determination of technical, economic and other parameters of the partner, after basic registration in a system. The partner fills and sends the detailed accreditation questionnaire containing data on a financial position of the partner, information on experience, production and technical base, competences, etc. for consideration.

Consideration of the request for accreditation is carried out by profile departments to which the task for check goes. In case of approval of the request by all approving persons, the partner receives the status "Is accredited", in case of refusal any of approving — is included in the black list. Accreditation is issued for a certain term and only on certain specializations (categories of purchase). A system allows to control impossibility of participation in purchase in the absence of accreditation on category of purchase.

Preliminary qualification LotExpert.Development provides a search capability of the partners having required competence by means of holding a prequalification. Qualification can be carried out as the independent procedure according to the results of which the short list of winners or as a preliminary stage based on which the participants allowed to the main stage of purchase are selected is defined.

The main documentation of purchase can disappear and be available only to the participants who underwent the procedure of qualification selection.

Electronic statements of works and materials in purchases of SMR

LotExpert.Development offers different mechanisms of tendering process at choice of the contractor on SMR (installation and construction works). This type of purchases is the basic for the developers distributing volumes of construction works between contractors. The specification of each lot of such tender contains hundreds and even thousands of work types grouped in hierarchical statements of works and materials.

When carrying out the tender for SMR in the manual mode, purchasers and estimators should make enormous work on comparison of estimates of the contractors presented in the form to Excel tables, the analysis of the provided prices of errors, explicit dumping, etc. by LotExpert.Development gives an opportunity not only to simplify process of comparison of proposals of partners, but also to conduct accumulation of historical data on the prices of each work type.

At submission of the offer, participants independently fill out electronic estimates as a part of the request, on the work types recorded by procurement authority. A system automatically counts the amounts according to each section and also the total cost of the estimate. Further all estimates automatically come down in pivot estimated tables by means of which analysis a system allows to reveal essential deviations from the average prices, existence of errors in calculations and so forth. In addition to the table of the prices on each work type, the request of the partner also contains a list of the additional data set by procurement authority and proposals of contractors, necessary for complex comparison.

Popozitsionny purchases of Inventories

Regarding carrying out purchases on providing construction objects with the materials LotExpert.Development offers an opportunity of holding popozitsionny procurement procedures in which bidding is conducted for each position of the commodity specification.

A system provides a possibility of carrying out purchases with the opened, closed or rating form of submission of offers on the price, offers a set of the options regulating an order of submission of offers by suppliers.

All proposals of suppliers come down in comparative competitive lists, a system offers the choice of the optimal offer both on each position separately, and on the aggregate supply, taking into account additional expenses on delivery and so forth. When choosing the supplier, a system allows to carry out separation of volumes between several partners, to determine winners by each position separately, or the uniform supplier on all volume.

Enciphering of proposals of participants

Security and confidentiality of proposals of applicants is one of the major conditions for ensuring competitive and transparent purchases. Being guided by the principles of openness, LotExpert.Development provides a possibility of use of mechanisms of asymmetric enciphering at submission of offers by the applicant.

The submitted proposal automatically is ciphered by public key of the security service specialist and stored in a System in encrypted form. The program logic of a system does not allow interpretation of offers before date and time of the end of acceptance of offers. After approach of the specified term, the authorized security service specialist is given an opportunity to make interpretation and opening of electronic envelopes with proposals of participants. Only after offers will be decrypted, the employee of purchasing department can study them.

Criteria assessment of proposals of applicants

For the purposes of the formalized comparison and comparison of proposals of applicants of LotExpert gives an opportunity of carrying out criteria assessment of offers on the stated evaluation criteria. The applicability of both settlement, and expert criteria, determination of task force, a possibility of a task of the preset scenarios of assessment is maintained.

Based on criteria assessment of proposals of participants, a system automatically ranges requests on decrease of total point, however the final solution anyway remains for procurement authority.

Problem definition on check of the partner on SB

LotExpert.Development provides a possibility of employee involvement of SB to check of the partner at a stage of its participation in the tender, automatically creating the request for check. A system also allows to integrate for check external bases, such as SPARK, GSI or Kommersant the Card file. The result of check of the partner is displayed to the purchaser, together with the conclusion of SB at once. Check can be made on each tender, or for a certain fixed term.

Utorgovyvaniye mechanisms

During the carrying out difficult tenders, distribution of large amounts of works, as a rule, carrying out one procurement cycle is not enough. LotExpert.Development allows to carry out purchase in several steps, every time, according to the results of assessment and comparison of the offers received at a stage, the purchaser can make the decision on carrying out a new round of the tender, or the declaration of the procedure of rebidding.

The new procurement cycle is carried out in the form closed on the list of participants, at the declaration of a new stage the procurement authority defines the list of the participants invited to participation. Participants submit the improved proposals, at the same time the history of the submitted proposals on each procurement cycle forms.

The procedure of rebidding is also carried out between the closed list of the selected applicants invited to rebidding. However participants only improve earlier recorded offer, but do not give new. Rebidding can be made only at the price, or by several parameters, for example, to the price and term. The possibility of setup of a format of carrying out rebidding, visibility is supported by participants of proposals of competitors, automatic prolongation, etc.

Use of different mechanisms of an utorgovyvaniye of applicants, allows to reach the maximum reduction in cost due to increase in competitive environment.

Polotovy lifecycle of purchase

When carrying out difficult multilot purchases often there is a situation when on one lot the tender committee already made the decision on the choice of the winner, on the second the decision to announce a new procurement cycle or rebidding is made, and the third in principle needs to be cancelled. Most marketplaces does not allow to make it as the decision should be made on all lots once.

LotExpert.Development provides maintaining lifecycle of purchase on each lot. It means that the employee of purchasing department has the right to make the decision on lot irrespective of a status of other lots of the tender. Announce a new stage on all or parts of lots, to determine the individual list of participants of a stage by each lot, to complete lots on which the winner is already selected all this can be made easily and conveniently, with history logging on each of them.

2017: Announcement

The Ultimeta company, the Russian developer of management systems for purchases, at the beginning of November, 2017 submitted the profile LotExpert.Development software product providing the innovation mechanisms for optimization of purchasing process at implementation of purchases of SMR (installation and construction works), PIR (design and exploration work) and Inventories (inventory items).

"LotExpert.Development" is specialization of a trade platform of "LotExpert", the profile product developed especially for the enterprises specializing in construction management.

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We began implementation of the profile software product for the enterprises working in the field of development and construction management during the project on creation of a corporate trade purchasing system of PFG Safmar — explained in Ultimeta company. — System development was initiated by the largest developer enterprise of group, A101 Development company. The project we started in September, 2016, and at the beginning of 2017 the company announced the first procurement procedures. Finally all project works were completed in the middle of 2017.
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Based on the got project experience the separate specialization of a trade platform of "LotExpert" implementing functionality for optimization of purchasing process in the field of construction management was selected.

The methodology of carrying out the tender for accomplishment of the installation and construction works (ICW) was developed. Feature of these purchases is need to receive from the participant as a part of the offer the detailed estimate of the project which can consist of thousands of work types, have multilevel hierarchy of structure of the estimate. As a rule, the organizer receives these estimates in the MS Excel format, providing to the participant a template for filling. Comparison of these estimates, identification of dumping and wrong positions occupy huge amount of time from purchasers and estimators. "LotExpert.Development" completely automates this process, giving an opportunity to the participant to create the electronic estimate on the platform, having specified the prices for works and materials in a binding to the corporate qualifier of work types in an interactive grid. After opening of envelopes with offers, a system automatically makes comparison of estimates by each work type and creates the pivot reporting table for procurement authority.

Besides, a system allows procurement authority to set the list of the additional parameters necessary for comparison of proposals of the participant. These data affect structure of the request, are filled out with the participant at submission of the offer and also are included in comparative tables. The purchaser needs only to prorevizirovat the obtained summary information, to check the digits marked with a system as "disputable", for example, where the deviation from the average price of other participants makes more than 20%, regarding an error or dumping then to carry out the assessment and comparison of offers, according to the put scenario of assessment. Settlement criteria, such as price and term, will be estimated by a system automatically, on the basis of the data specified in the proposal of the participant, expert form customer representatives, system developers explained.

For increase in relevance of proposals of participants based on primary consideration, "LotExpert.Development" provides different mechanisms of an utorgovyvaniye — purchase execution in several stages, a request of a discount or amendments of the commercial offer, carrying out rebidding.

Considering features of construction specifics, a system allows to configure different options of the procedure of rebidding in details. Parameters of visibility of proposals of competitors (the closed submission of offers or online a trading session), a rebidding format (from the price, the best offer or fixed value), a bid increment, autoprolongation parameters – all this is set by procurement authority at the declaration of rebidding. In particular, carrying out rebidding as soon as at the price, and by several parameters of the offer is possible (for example, to the price and term). In that case the organizer sets weighting coefficients for each criterion by which there takes place rebidding, participants in real time bargain for the total weighed point of the offer.

Besides, the module of accreditation of partners was developed. In the field of construction management check of the partner is the major task. Accreditation is, as a rule, issued only on certain specializations in which the partner has the corresponding project experience. "LotExpert.Development" allows to obtain from the partner detailed information on a financial position, experience, production and technical base and so forth, by means of filling of the structured electronic questionnaire which creates further itself a personal card of the partner. A system automatically generates requests for check of the partner with problem definition in profile departments of the customer. Based on check, information is fixed in a card of the company, the partner receives the status accredited on the specializations approved to it, or is included in the black list. On the basis of accreditation questionnaires in a system a register of partners, the analyst of interaction with them regarding purchases and contractual relations, ratings and checks is maintained.

According to developers, in general "LotExpert.Development" is the software product implementing management practice front lines purchasing process in the field of development and EPC/EPCM projects [2]. We offer market participants not the standard mechanisms practiced by other vendors, and specialized project solutions which application will allow to increase significantly effective management of purchases at the enterprise. - noted in Ultimeta company.

Notes

  1. LotExpert Development
  2. [EPC is formed from engl. Engineering, procurement and construction is engineering, deliveries and construction, a contracting method in the construction industry; EPCM is formed from engl. Engineering, Procurement, Construction Management is management of engineering, deliveries, construction]