ISO 10845-1:2010
(Main)Construction procurement — Part 1: Processes, methods and procedures
Construction procurement — Part 1: Processes, methods and procedures
ISO 10845-1:2010 describes processes, methods and procedures for the establishment within an organization of a procurement system that is fair, equitable, transparent, competitive and cost-effective. ISO 10845-1:2010 describes generic procurement processes around which an employer can develop its procurement system, establishes basic requirements for the conduct of an employer's employees, agents, board members and office bearers when engaging in procurement, establishes the framework for the development of an employer's procurement policy, including any secondary procurement policy, and establishes generic methods and procedures for procurements, including those pertaining to disposals.
Marchés de construction — Partie 1: Processus, méthodes et procédures
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Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 10845-1
First edition
2010-07-01
Construction procurement —
Part 1:
Processes, methods and procedures
Marchés de construction —
Partie 1: Processus, méthodes et procédures
Reference number
©
ISO 2010
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ii © ISO 2010 – All rights reserved
Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Normative references.1
3 Terms and definitions .2
4 Establishing a procurement system.6
4.1 General .6
4.2 Conduct of employees, agents and contractors.7
4.3 Procurement policy.8
4.4 Secondary procurement policy.11
4.5 Rotating electronic databases .13
4.6 Means of communication .16
4.7 Devices relating to the electronic receipt of submissions.16
5 Preparing for procurement.16
5.1 Preparation for a procurement other than a disposal .16
5.2 Preparation for a disposal .17
6 Procurement methods and procedures .18
6.1 General .18
6.2 Procurement documentation .19
6.3 Solicitation of tender offers.25
6.4 Advertisements.32
6.5 Tender process and procedures.32
6.6 Award of contracts.39
6.7 Contract administration.40
6.8 Resolution of disputes arising from a contract .40
6.9 Unsolicited proposals.41
6.10 Departures from established methods and procedures .41
Annex A (informative) Commentary.42
Annex B (informative) Best-value procurement.55
Annex C (informative) Generic procurement process .60
Annex D (informative) Adjudication procedures to challenge decisions made during the tender
process.64
Annex E (informative) Establishing a procurement system and managing procurement processes .67
Annex F (informative) Standard procurement procedures.74
Annex G (informative) Targeted procurement procedures.85
Annex H (informative) Auction Data.109
Bibliography.112
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International 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 ISO, 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 committees 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 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 10845-1 was prepared by Technical Committee ISO/TC 59, Building construction.
ISO 10845 consists of the following 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: Participation 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
iv © ISO 2010 – All rights reserved
Introduction
Procurement is the process which creates, manages and fulfils contracts. Procurement can, as such, be
described as a succession of logically related actions occurring or performed in a definite manner and which
culminate in the completion of a major deliverable or the attainment of a milestone. Processes, in turn, are
underpinned by methods (i.e. a documented, systematically-ordered collection of rules or approaches) and
procedures (i.e. the formal steps to be taken in the performance of a specific task), which are informed and
shaped by the policy of an employer. Methods and procedures can likewise be documented and linked to
processes.
Procurement activities commence once the need for procurement is identified and end when the transaction is
completed. There are six principal activities associated with the procurement process, namely:
1) establish what is to be procured;
2) decide on procurement strategies in terms of packaging, contracting, pricing and targeting strategy and
procurement procedure;
3) solicit tender offers;
4) evaluate tender offers;
5) award contract;
6) administer contracts and confirm compliance with requirements.
Methods, procedures and operational policies are required to implement these principal activities. There is a
finite range of methods and procedures associated with the various procurement sub-processes which can be
standardized around a set of system objectives. Public, private, international organizations and main
contractors can then establish their procurement systems around these standard procedures and methods.
Contractors who contract with such organizations can in turn be required, as an obligation of the contract, to
apply relevant standard procedures and methods when procuring goods and services or subcontracting
construction works associated with their contracts.
This part of ISO 10845 is one of a series of International Standards entitled “Construction procurement” which
cover various aspects of procurement within the construction industry. Each part of the series relates to a
different aspect of procurement. The objective of this series of standards is to provide a generic and standard
set of processes, procedures and methods for a procurement system that is fair, equitable, transparent,
competitive and cost-effective and which can be used to promote objectives additional to those associated
with the immediate objective of the procurement itself.
This series of standards is especially relevant for developing countries that lack experience and instruments in
this field and can be used to improve international trade. This part of ISO 10845 provides a framework around
which public, private and international organizations can develop their procurement systems to achieve fair
competition, to reduce the possibilities for abuse and to improve predictability in procurement outcomes.
NOTE Standardization, apart from removing technical barriers to trade, enables
a) those engaged in procurement activities to perform their duties, within the confines of their organization's
procurement policy, in a uniform and generic manner;
b) procurement documents to be readily compiled in a uniform and generic manner; and
c) curricula to be developed to capacitate those engaged in a range of procurement activities.
Furthermore, it allows governments to readily develop an internal procurement-skills base, which is not lost
when members of staff move between different departments or levels of government or organizations.
INTERNATIONAL STANDARD ISO 10845-1:2010(E)
Construction procurement —
Part 1:
Processes, methods and procedures
1 Scope
This part of ISO 10845 describes processes, methods and procedures for the establishment within an
organization of a procurement system that is fair, equitable, transparent, competitive and cost-effective. This
part of ISO 10845
a) describes generic procurement processes around which an employer can develop its procurement
system,
b) establishes basic requirements for the conduct of an employer's employees, agents, board members and
office bearers when engaging in procurement,
c) establishes the framework for the development of an employer's procurement policy, including any
secondary procurement policy, and
d) establishes generic methods and procedures for procurements, including those pertaining to disposals.
Guidance on the application of certain clauses is provided in Annex A and on the establishment and
management of procurement processes in Annex E. An approach for obtaining best-value procurement
outcomes is outlined in Annex B. Various types of procurement procedures are discussed in Annexes C, F
and G. A tender-adjudication procedure to challenge decisions made during the tender process is given in
Annex D and suggested Auction Data is given in Annex H.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 10845-5, Construction procurement — Part 5: Participation of targeted enterprises in contracts
ISO 10845-6, Construction procurement — Part 6: Participation of targeted partners in joint ventures in
contracts
ISO 10845-7, Construction procurement — Part 7: Participation of local enterprises and labour in contracts
ISO 10845-8,
...
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