FIDIC招标程序.docx

FIDIC招标程序.docx

《FIDIC招标程序.docx》由会员分享，可在线阅读，更多相关《FIDIC招标程序.docx（44页珍藏版）》请在冰豆网上搜索。

FIDIC招标程序

FIDICTenderingProcedure

国际咨询工程师联合会，中国工程咨询协会编译，中国计划出版社

Foreword

TheInternationalFederationofConsultingEngineers（FIDIC）publishedthefirsteditionofTenderingProcedurein1982・ThefirsteditionprimarilyaddressedprocedureswhichFIDICrecommendedfortheselectionoftenderersandthepreparationandevaluationoftendersforcivilengineeringcontracts・Thedocumentreflectedtheprovisionsofthethencurrent（thirdedition）oftheFIDICConditionsofContract（International）forWorksofCivilEngineeringConstruction.

Followingthepublicationofthe4theditionoftheConditionsofContractforWorksofCivilEngineeringConstnictionandthe3rdeditionoftheConditionsofContractforElectricalandMechanicalWorksin1987,andtakingintoaccountcurrentthinkingofthemajorinternationalfinancinginstitutions（IFIs）,FIDICdecidedtoreviewandupdatethe1982edition,reflectingcurrentpracticeintheindustry.

Inviewofthewideacceptanceandacknowledgedusefulnessofthefirstedition,itwasfurtherdecidedtoretain,asfaraspossible,thebasiclayoutandformatinorderthatusersofthedocumentwouldstillbefamiliarwiththeproceduresdescribed・

Muchoftheupdatingworkhasinvolvedmodificationofterminologyandprocedurestomakethedocumentequallyapplicableinrespectofbothcivilworksandelectricalandmechanicalprojects.Inaddition.thedocumentmorecloselyreflectstheproceduresrecommendedbytheIFIs,anddrawsattentiontothoseareaswheretheIFIprovisionsaremandatory.

Thedocumentprovidesafreedomandflexibilitywhichisnotfoundinallsimilardocuments・Thismeansthattheproceduresdescribedcanbeadaptedandusedinconjunctionwith,forexample,proceduresnormallyadoptedbyemployersorproceduresrequiredbytheIFIs.Usersshouldhoweverbeawareoftheprevailingrequirementsand/orrestrictionsintroducedwhenusingparallelproceduresandensurethatallmandatoryprovisionsofsuchproceduresareproperlyincorporated.

AusefuladditiontobefoundinthisneweditionisthefirstchapterentitledProjectStrategy,whichprovidesguidelinesandpracticalsuggestionsonhowtoestablishaneffectiveandappropriatemethodforprojectprocurement.Thischapterissupportedbyanewappendix（AppendixI）whichshows,intabularform,thedifferentmodelscommonlyusedforprojectimplementation.

FIDICbelievesthattheneweditionprovidesacomprehensiveandcompleteprocedure,compatiblewithotherrecognizedtenderingprocedures,whichwillencourageandenhancetheultimateobjectiveofreceivingresponsiveandcompetitivetenders・

Introduction

Thisdocumentpresentsasystematicapproachfortenderingandawardingofcontractsforinternationalconstructionprojects.Itisintendedtoassisttheemployer/engineertoreceivesoundcompetitivetendersinaccordancewiththetenderdocumentssothattheycanbequicklyandefficientlyassessed.Atthesametime・anefforthasbeenmadetoprovidetheopportunityandincentivetocontractorstorespondeasilytoinvitations*otenderforprojectswhichtheyarequalifiedtoimplement.Itishopedthattheadoptionofthisprocedurewillminimisetenderingcostsandensurethatalltenderersreceiveafairandequalopportunitytosubmittheiroffersonareasonableandcomparablebasis・

Experiencehasshownthatforprojectsinvolvinginternationaltendering,prequalificationisdesirablesinceitenablestheemployer/engineertoestablishthecompetenceofcompaniessubsequentlyinvitedtotender,itisalsointheinterestofcontractorssince,ifprequalified.theywillknowthattheyarecompetingagainstalimitednumberofotherfirms,allofwhompossesstherequiredcompetenceandcapability.

Themodelproceduredescribedinthetextisaccompaniedbynoteswhich,foreaseofreference,followeachclause.Thenotes,initalics,areaddedtothetextinordertoexpanduponthemoreimportantaspeersofeachclauseand,whereappropriate,givealternativecoursesofactionthatmayhavetobeconsideredaccordingtocircumstances・Thetextisillustratedbyaflowchartwhichfollowsthisintroductionandservesasasunimary.Boththetextandthenoteshavebeenkeptasbriefaspossibleinorderthatthebookletcanbeeasilyusedasaworkingdocument.

Theprocedureissuitablefortenderingformostinternationalconstructionworks,butitmaybeadaptedtosuittheparticularrequirementsoccasionedbythesizeandcomplexityofaproject,andanyspecialconditionsimposedbytheestablishedproceduresoftheemployerorthefinancinginstitutions・Itreflectsgoodcurrentpractice・FIDICrecommendsitsusebyemployers,engineers,contractorsandothersinvolvedintheinternationalconstmctionindustry.TheprocedureisrelatedtoFIDIC's'ConditionsofContractforWorksofCivilEngineeringConstruction”and''ConditionsofContractforElectricalandMechanicalWorks11butcanbereadilyadaptedtoanyacceptablecontractform.

PROCEDURALFLOWCHARTS

RECOMMENDEDPROCEDUREFORTHEPREQUALIFICATIONOFTENDERERS

为投标人资格预审推荐使用的程序

SECTION

EMLOPYEIVENGINEERING

CONTRACTOR

1.0

Establishmentofprojectstrategy

Establishprojectstrategycomprising:

•Procurementmethod

•Formoftendering

•Timeschedules

2.1

Preparationofprequalificationdocuments

Prepareprequalificationdocumentscomprising:

•Letterofinvitation

•Informationabout

prequalificationprocedure

•Projectinformation

•Prequalificationapplication

2.2

InvitationtoPrequalify

Placeprequalificationonadvertisementinpress,embassiesetc.Asappropriatestating:

•EmployerandEngineer

•Outlineofproject（scope,location,programme,sourceoffinance）

•Datesforissueoftenderdocuments&submissionoftenders

•Instructionsforapplyingforprequalification

•Minimumrequirementsforprequalification

•Submissiondateforcontractors'

2.3

Issue&submissionofprequalificationdocuments

Issueprequalificationdocuments&questionnairesrequestingfromeachcompany/jointventure:

•Organisation&structure

•Experienceintheintended

typeofwork&theregion

•Resources:

-managerial

-technical

-labour

-plant

•Financialstatements

•Currentcontract

commitments

•Litigationhistory

Requestprequalificationdocuments

Complete

&

submit

PQ

documents

&

questionnaires

Acknowledgereceiptv

2.4

Analysisofprequalificationapplications

Analysisprequalificationdata:

•Company/jointventurestmeture

•Experience

•Resources

•Financialcapability

•Generalsuitability

2.5

SelectionofTenders

Preparelistoftenderers

RecommendedProcedureforobtainingtenders

推荐的招标程序

Preparetenderdocuments

•Letterofinvitationtotender

•Instructionstotenderers

3・1•Conditionsofcontract

Preparationotlender•Formoftenderandappendicesdocuments•Drawings

•Billofquantities

•Scheduleofadditional

information

•Informationdata.

Visit（s）tositebytenderersaccompaniedbyemployer/engineer

3.4

Submitqueriesinwritingbygivendate

A）Preparereplies

Tenderers1queries

A）correspondenceMethod

B）tenderer'sconferencemethod

B）Informtendererspresentofqueriesandrepliessubmittedinwritingrepliestoqueriesraisedatconference

Acknowledgereceipt

Sendminutestoalltenderers

3.5

Addendato

Issueaddendaincludingrepliesto

Acknowledge

TedenderDocuments

queriestoalltenderers

Receipt

3.6

SubmissionandreceiptofRecorddateandtimeofreceiptSubmitTenders

tenderers

Acknowledgereceiptorreturnunopenedtenderersreceivedlate

RecommendedProcedurefortheopeningandevaluationoftenders

推荐的开标和评标程序

5.1

Reviewoftenders

Establishconformityandcompletenessoftenders

•Rejectsubstantially

unresponsivetenders

6.0

Awardofcontract

Ouestions:

LHowmanystagesdoesthetenderingprocedurecomprise?

2.Whatistherecommendedprocedurefortheprequalificationoftenderers?

3・WhatistheRecommendedProcedureforobtainingtenders?

WhatistheRecommendedProcedurefortheopeningandevaluation

oftenders?

ProcedureandNotes

1.0PROJECTSTRATEGY

1.1EstablishmentofProcurementMethodantiFormofTendering

InthecontextofthisdocumentthewordHprojcctHcoversallthestagesfromtheinitialideatoconstiiictagivenphysicalassettothefinaltaking-overbytheemployerofthecompletedwork.

Projectsmaybeorganizedandimplementedinaccordancewithdifferentstrategics・AbriefdescriptionofsomeoftheseisgiveninAppendixI.Whichstrategyisbestsuitedforthepurposedependson,forexample,thenatureandcomplexityoftheproject,theaccesstofinance.lifec\clccostsoftheproject,thetechnicalandadministrativecapabilityoftheemployerandthegeneralpoliticalandeconomicenvironment.

Theprojectstrategydefinesthewayinwhichtheprojectwillbeimplemented,determinestheroleofeachpartyinvolvedand.whereappropriate,specifiesthewaytheprojectwilloperate・Toalargedegreecontractualrelationshipsbetweenthepartiesandtheirindividualrights,dutiesandrisksaretherebyalsodeterminedbytheprojectstrategy.

Attheimplcincntationstageofaproject,tenderingservesasamethodtoensurethattheworkisprocuredatcompetitiveterms・

Thechoiceofstrategyisamajordecisionwhichhasfar-reachingconsequences・Onceastrategyhasbeensettleditisofgreatimportancethatitbefollowedthroughouttheimplementationoftheproject.Lackofstrictadherencetothestrategymayleadtoflawsintheprocurementprocess,resultinginclaims,disputesandextracostsforallconcerned.

Anypartofaprojectwhichcanbecoveredbyaseparatecontractmayinprinciplebemadesubjecttotendering・

Assoonastheprojectstrategyhasbeendec