BS ISO 10845-2-2011 Construction procurement Formatting and compilation of procurement documentation《建筑采购 采购文件的格式化和编制》.pdf

1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS ISO 10845-2:2011Construction procurementPart 2: Formatting and compilation ofprocurement documentationBS ISO 10845-2:2011 BRITISH STANDARDNational forewordThis British Standar

2、d is the UK implementation of ISO 10845-2:2011.In 7.4.1 NOTE 1, reference is made to the TN and TT systems of earthconnection for low-voltage distribution systems. Table 2 shows onlyTT and TN systems, although other systems are allowed by the NOTE2. For application in the UK, it should be noted that

3、 IT systems arenot prohibited by this standard.The UK participation in its preparation was entrusted to TechnicalCommittee CB/500, Procurement.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessa

4、ryprovisions of a contract. Users are responsible for its correctapplication. BSI 2011ISBN 978 0 580 66104 4ICS 91.010.20Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committ

5、ee on 30 September 2011.Amendments issued since publicationDate Text affectedBS ISO 10845-2:2011 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 10845-2:2011.In 7.4.1 NOTE 1, reference is made to the TN and TT systems of earthconnection for low-voltage distribu

6、tion systems. Table 2 shows onlyTT and TN systems, although other systems are allowed by the NOTE2. For application in the UK, it should be noted that IT systems arenot prohibited by this standard.The UK participation in its preparation was entrusted to TechnicalCommittee CB/500, Procurement.A list

7、of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions of a contract. Users are responsible for its correctapplication. BSI 2011ISBN 978 0 580 66104 4ICS 91.010.20Compliance with a British Sta

8、ndard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committee on 30 September 2011.Amendments issued since publicationDate Text affectedGuidance for the use of BS ISO 10845-2:2011 in the UK is in National Anne

9、null NAnullAmendments/corrigenda issued since publicationBS ISO 10845-2:2011Reference numberISO 10845-2:2011(E)ISO 2011INTERNATIONAL STANDARD ISO10845-2First edition2011-01-15Construction procurement Part 2: Formatting and compilation of procurement documentation Marchs de construction Partie 2: Mis

10、e en forme et compilation de la documentation de march BS ISO 10845-2:2011ISO 10845-2:2011(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobes licensing policy, this file may be printed or viewed but shall not be edited unless the typefaces which are embedded ar

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13、ating to it is found, please inform the Central Secretariat at the address given below. COPYRIGHT PROTECTED DOCUMENT ISO 2011 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means, electronic or mechanical, including ph

14、otocopying and microfilm, without permission in writing from either ISO at the address below or ISOs member body in the country of the requester. ISO copyright office Case postale 56 CH-1211 Geneva 20 Tel. + 41 22 749 01 11 Fax + 41 22 749 09 47 E-mail copyrightiso.org Web www.iso.org Published in S

15、witzerland ii ISO 2011 All rights reservedBS ISO 10845-2:2011ISO 10845-2:2011(E) ISO 2011 All rights reserved iiiContents Page Forewordiv Introduction.v 1 Scope1 2 Terms and definitions.1 3 General requirements for procurement documents5 4 Component documents5 4.1 Division of component documents .5

16、4.2 Calls for expressions of interest7 4.2.1 Notice and invitation to submit expressions of interest.7 4.2.2 Submission data8 4.2.3 List of returnable documents.8 4.2.4 Returnable schedules.8 4.2.5 Indicative scope of work.8 4.3 Tender documents 9 4.3.1 Tender notice and invitation to tender9 4.3.2

17、Tender data9 4.3.3 List of returnable documents.10 4.3.4 Returnable schedules.10 4.4 Contract documents11 4.4.1 Agreements and contract data.11 4.4.2 Pricing data11 4.4.3 Scope of work12 4.4.4 Site information.13 5 Compiling tender documents.14 5.1 General.14 5.2 Single-volume approach.14 5.3 Three-

18、volume approach15 5.4 Guiding principles in applying the format15 5.5 Colour separation of component documents.15 Annex A (informative) Commentary17 Annex B (informative) Example of a form of offer and acceptance.24 Annex C (informative) Items to be addressed in the scope of work27 Annex D (informat

19、ive) Standardized procurement documents39 Bibliography41 BS ISO 10845-2:2011ISO 10845-2:2011(E) iv ISO 2011 All rights reservedForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing Internati

20、onal Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with IS

21、O, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical co

22、mmittees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the

23、 possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 10845-2 was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works. ISO 10845 consists of the fo

24、llowing parts, under the general title Construction procurement: Part 1: Processes, methods and procedures Part 2: Formatting and compilation of procurement documentation Part 3: Standard conditions of tender Part 4: Standard conditions for the calling for expressions of interest Part 5: Participati

25、on of targeted enterprises in contracts Part 6: Participation of targeted partners in joint ventures in contracts Part 7: Participation of local enterprises and labour in contracts Part 8: Participation of targeted labour in contracts BS ISO 10845-2:2011ISO 10845-2:2011(E) ISO 2011 All rights reserv

26、ed vIntroduction Procurement documents are required in order to a) communicate the employers procedures and requirements in calls for expressions of interest to respondents who wish to qualify to be invited to submit tender offers or to be admitted to a database, b) communicate the employers procedu

27、res and requirements relating to the process of offer and acceptance when tenders are invited, and c) establish, in the contract between an employer and a contractor, the agreed terms and conditions, the prices, and the nature and quality of the goods, services or construction works that are require

28、d. A uniform format for the compilation of calls for expressions of interest and tender and contract documents provides the platform for the standardization of the component documents and improved communications between those engaged in the procurement process. BS ISO 10845-2:2011BS ISO 10845-2:2011

29、INTERNATIONAL STANDARD ISO 10845-2:2011(E) ISO 2011 All rights reserved 1Construction procurement Part 2: Formatting and compilation of procurement documentation 1 Scope This part of ISO 10845 establishes, in respect of supply, services and engineering and construction works contracts, at both main

30、and subcontract levels, a) a format for the compilation of 1) calls for expressions of interest, 2) tender and contract documents, and b) the general principles for compiling procurement documents. NOTE 1 Annex A contains commentary on the clauses in this part of ISO 10845. NOTE 2 This International

31、 Standard can also be used, with some adaptation, in the formatting and compilation of concession contracts and contracts involving disposals. NOTE 3 Annex G of ISO 10845-1 provides guidance on the development of auction data. 2 Terms and definitions For the purposes of this document, the following

32、terms and definitions apply. 2.1 acceptance agreeing to a contractors offer or tender, thereby creating a binding contract ISO 6707-2:1993, definition 3.4.2 2.2 activity schedule document that breaks down the scope of work into a series of activities to allow contractors to be paid a lump sum upon t

33、he completion of each of the activities 2.3 adjudication form of dispute resolution where the outcome is a decision by a third party, within a specified period of time, which is binding on the parties in dispute, and final, unless and until reviewed by either arbitration of litigation BS ISO 10845-2

34、:2011ISO 10845-2:2011(E) 2 ISO 2011 All rights reserved2.4 arbitration means of settling a dispute outside the courts by one or several persons, usually chosen by the parties concerned ISO 6707-2:1993, definition 3.4.4 2.5 bill of quantities document that lists the items of work and the quantities a

35、nd rates associated with each item to allow contractors to be paid, at regular intervals, an amount equal to the agreed rate for the work multiplied by the quantity of work completed ISO 10845-1:2010, definition 3.3 2.6 bond sum of money or securities submitted to the employer or placed in the hands

36、 of a third party to guarantee completion of the work and recovery of the sums which the contractor would be recognized as owing under the terms of the contract NOTE Adapted from ISO 6707-2:1993, definition 3.5.4. 2.7 conditions of contract terms that collectively describe the rights and obligations

37、 of contracting parties and the agreed procedures for the administration of their contract, or document containing conditions of contract ISO 6707-2:1993, definitions 3.2.1 and 3.2.2 2.8 contract legally enforceable agreement to supply goods, execute work or provide services ISO 6707-2:1993, definit

38、ion 3.4.8 2.9 contract data document that identifies the applicable conditions of a contract and states the associated contract-specific data ISO 10845-1:2010, definition 3.10 2.10 contractor person or organization that contracts to provide the goods, services or engineering and construction works c

39、overed by the contract ISO 10845-1:2010, definition 3.12 2.11 employer person or organization intending to or entering into the contract with the contractor for the provision of goods, services, or engineering and construction works ISO 10845-1:2010, definition 3.17 BS ISO 10845-2:2011ISO 10845-2:20

40、11(E) ISO 2011 All rights reserved 32.12 engineering and construction works contract contract for the provision of a combination of goods and services arranged for the development, extension, refurbishment, rehabilitation or demolition of a fixed asset, including building and engineering infrastruct

41、ure 2.13 expression of interest request for respondents to register their interest in undertaking a specific contract or to participate in a project or programme and to submit their credentials so they may, in terms of the employers procurement procedures, be invited to submit a tender offer should

42、they qualify or be selected to do so ISO 10845-1:2010, definition 3.18 2.14 form for adjudicator appointments document that establishes the terms and conditions upon which the adjudicator is to be appointed 2.15 form of offer and acceptance document that formalizes the legal process of offer and acc

43、eptance 2.16 form of securities document that provides for the securities required by the employer 2.17 list of returnable documents document that lists everything the employer requires a tenderer to include with his tender submission 2.18 pricing assumptions document that provides the criteria and

44、assumptions which are assumed in the contract and which the tenderer has taken into account when developing his prices, or target in the case of target cost contracts 2.19 procurement process which creates, manages and fulfils contracts relating to the provision of goods, services and engineering an

45、d construction works or disposals, or any combination thereof ISO 10845-1:2010, definition 3.30 2.20 procurement document documentation used to initiate or conclude (or both) a contract ISO 10845-1:2010, definition 3.31 2.21 respondent person or organization that submits an expression of interest in

46、 response to an invitation to do so ISO 10845-1:2010, definition 3.36 2.22 returnable schedule document that a tenderer is required to complete for the purpose of evaluating tender offers, or document which, when a tender offer is accepted, forms part of the subsequent contract BS ISO 10845-2:2011IS

47、O 10845-2:2011(E) 4 ISO 2011 All rights reserved2.23 scope of work document that specifies and describes the goods, services, or engineering and construction works which are to be provided, and any other requirements and constraints relating to the manner in which the contract work is to be performe

48、d ISO 10845-1:2010, definition 3.37 2.24 secondary procurement policy procurement policy that promotes objectives additional to those associated with the immediate objective of the procurement itself ISO 10845-1:2010, definition 3.38 2.25 services contract contract for the provision of labour or wor

49、k, including knowledge-based expertise, carried out by hand or with the assistance of equipment and plant 2.26 site information document that describes the site at the time of tender, to enable the tenderer to price his tender and to decide upon his method of working and programming 2.27 submission data document that establishes the respondents obligations in responding to a call for an expression of interest and the employers undertakings in administering the process of calling for and receiv