If the Project Manager wants to get a quotation from the Contractor for an item that they MAY want to instruct then they can use this form. They would instruct the quote, and then once the Contractor has submitted the quotation which would demonstrate cost and time effects then they can make a decision if they wish to instruct it or not. Project Manager’s should use these seldomly as they will very quickly lose their effectiveness if they regularly request quotes that do not go ahead. The Contractor will spend less time on the quote and just add significant risk each time.
The Project Manager should state when they plan to give the instruction by, and also any PM assumptions the quotation should base the quotation upon so that they can put in a more definitive quotation with sensible risk allocation.
Managing Proposed Instructions
The PM is to complete the subject title and details of the potential instruction. They also need to state the date by which the Contractor is to assume an instruction will be given, otherwise, it will be difficult to give a definitive quote. There is an option for the Project Manager to state any assumptions the quotation will be based upon – again so the Contractor can give a more definitive quote.