ISO 10845-2:2020
(Main)Construction procurement — Part 2: Formatting and compilation of procurement documentation
Construction procurement — Part 2: Formatting and compilation of procurement documentation
This document establishes, in respect of supply, services and construction contracts, at both main 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 document. NOTE 2: This document can also be used, with some adaptation, in the formatting and compilation of concession contracts, design, build and operate contracts and contracts involving disposals. NOTE 3: ISO 10845-1:2020, Annex G provides guidance on the development of auction data.
Marchés de construction — Partie 2: Mise en forme et compilation de la documentation de marché
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Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 10845-2
Second edition
2020-12
Construction procurement —
Part 2:
Formatting and compilation of
procurement documentation
Marchés de construction —
Partie 2: Mise en forme et compilation de la documentation de marché
Reference number
ISO 10845-2:2020(E)
©
ISO 2020
---------------------- Page: 1 ----------------------
ISO 10845-2:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 10845-2:2020(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative reference . 1
3 Terms and definitions . 1
4 General requirements for procurement documents . 3
5 Component documents . 4
5.1 Division of component documents . 4
5.2 Calls for expressions of interest . 5
5.2.1 Notice and invitation to submit expressions of interest . 5
5.2.2 Submission data . 6
5.2.3 List of returnable documents . 6
5.2.4 Returnable schedules. 6
5.2.5 Indicative scope of work . 6
5.3 Tender documents . 7
5.3.1 Tender notice and invitation to tender . 7
5.3.2 Tender data . 7
5.3.3 List of returnable documents . 8
5.3.4 Returnable schedules. 8
5.4 Contract documents . 8
5.4.1 Agreements and contract data . 8
5.4.2 Pricing data . 9
5.4.3 Scope of work . 9
5.4.4 Site information .10
6 Compiling tender documents .11
6.1 General .11
6.2 Applying the standard format .11
6.3 Guiding principles in applying the format .12
Annex A (informative) Commentary .13
Annex B (informative) Example of the form of offer and acceptance .16
Annex C (informative) Check list of items to be addressed in the scope of work .19
Annex D (informative) Standardized procurement documents .39
Bibliography .41
© ISO 2020 – All rights reserved iii
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ISO 10845-2:2020(E)
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.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
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. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 18, Construction procurement.
This second edition cancels and replaces the first edition (ISO 10845-2:2011), which has been technically
revised.
The main changes compared to the previous edition are as follows:
— definitions and parts of the text have been updated and aligned with other parts of the ISO 10845
series to ensure consistency in concepts and terms;
— the three volume approach and colour separation of component documents has been removed;
— the scope of work requirements and guidance has been revised and expanded.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
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ISO 10845-2:2020(E)
Introduction
Procurement documents are required to
a) communicate the employer's 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 employer's procedures and requirements relating to the process of offer and
acceptance when tenders are invited, solicit information to enable the employer to evaluate
submissions and enable potential contractors to communicate their credentials and make an offer
to an employer, 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
required.
Procurement documents also:
d) incorporate the employer's selected procurement strategy and tactics,
e) capture the allocation of risks, liabilities and obligations of the parties, the procedures for the
administration of the contract and the manner in which disputes may be resolved in the contract
data, and
f) provide the basis for
1) paying the contractor,
2) specifying any measurable, tangible, verifiable outcome, result or item that is to be produced
or completed (deliverable) and the constraints in doing so, and
3) in the case of construction works, communicating the outcomes of surveys and site conditions
to tenderers, e.g. soil and ground conditions, the location and state of buildings or facilities that
contractors might be expected to use or that might be affected by the contractor's activities,
environmental conditions, the number and location of people who might be affected by the
works, availability of materials, etc.
The format and the manner in which procurement documents are compiled and structured can be
standardized. Uniformity in procurement documentation allows documents to be standardized,
simplified and digitised. It also improves transparency, minimizes ambiguity and errors in and
between the documents which make up a contract, enables tenderers to more accurately price the risks
which they are to assume. Furthermore, it facilitates the development of standardized procurement
documents which improves the effectiveness and efficiency of an organization's procurement system.
It also enables the reader to readily locate the specific data and requirements they require if they have
a working knowledge of the framework for the compilation of procurement documents provided in this
document.
A uniform format for the compilation of calls for expressions of interest and tender and contract
documents provides the framework for:
— the standardization of the component documents and improved communications between those
engaged in the procurement process; and
— the digitisation of procurement documents.
The purpose of this document is to provide a common framework within which procurement documents
may be developed and to establish general principles around which component documents should be
developed.
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ISO 10845-2:2020(E)
The uniform format for the compilation of procurement documents is based on the principle that there
is a complete separation in the component documents that make up a procurement document, i.e. the
conditions of tender, the conditions of contract, the specifications and methods of measurement and
payment. The separation of component documents in this manner ensures that
— each subject within a tender and within the subsequent contract can only be addressed once and in
only one component document,
— issues relating to the tender fall away once the contract is in place,
— changes in conditions of contract do not affect other aspects of the contract, such as specifications,
measurement and payment, and
— changes in measurement and payment systems do not affect other aspects of the contract, such as
the conditions of contract and specifications.
The format provided in this document requires that
— stand-alone systems of measurement, independent of specifications, be utilized,
— specifications be written independently from conditions of contract, and
— terms, words and documents that specify and describe the process of tendering not to be included
in the contract.
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INTERNATIONAL STANDARD ISO 10845-2:2020(E)
Construction procurement —
Part 2:
Formatting and compilation of procurement
documentation
1 Scope
This document establishes, in respect of supply, services and construction contracts, at both main 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 document.
NOTE 2 This document can also be used, with some adaptation, in the formatting and compilation of
concession contracts, design, build and operate contracts and contracts involving disposals.
NOTE 3 ISO 10845-1:2020, Annex G provides guidance on the development of auction data.
2 Normative reference
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
acceptance
act of agreeing to a contractor's (3.7) offer or tender, thereby creating a binding contract (3.6)
[SOURCE: ISO 6707-2: 2017, 3.5.16]
3.2
activity schedule
document that breaks down the scope of work into a series of activities, which may be linked to a
programme, to allow contractors (3.7) to be paid a lump sum upon the completion of each of the
activities
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ISO 10845-2:2020(E)
3.3
bill of quantities
document for tendering, usually prepared in a standard form, comprising both a descriptive list of
quantities of works and descriptions of the materials, workmanship and other matters required for
construction works
[SOURCE: ISO 6707-2:2017, 3.5.11, modified — The preferred term "bill of materials, US" and the
admitted term "quantity survey, US" have been removed.]
3.4
bond
sum of money or securities submitted to the employer (3.8) or placed in the hands of a third party to
guarantee completion and recovery of the sums which the contractor (3.7) is recognized as owing under
the terms of the contract (3.6)
[SOURCE: ISO 6707-2:2017, 3.5.40, modified — “client” has been replaced with “employer”.]
3.5
conditions of contract
terms that collectively describe the rights and obligations of contracting parties and the agreed
procedures for the administration of their contract (3.6)
3.6
contract
legally enforceable agreement to supply goods, carry out construction works and/or provide services
[SOURCE: ISO 6707-2:2017, 3.1.1]
3.7
contractor
person or organization that contracts to supply goods, carry out construction works and/or provide
services
Note 1 to entry: The use of the generic term “contractor” eliminates the need to introduce the terms “service
provider” and “supplier” as it has been defined to cover these terms
Note 2 to entry: The definitions for “employer” and “contractor” are such that relevant subclauses of this
document can be applied at any point in the supply chain. For example, in a contract, a “contractor” can be an
“employer” and a “contractor” can be a “subcontractor”.
[SOURCE: ISO 10845-1:2020, 3.9]
3.8
employer
person or organization intending to or entering into the contract (3.6) with the contractor (3.7) to
supply goods, carry out construction works and/or provide services
Note 1 to entry: The definitions for “employer” and “contractor” are such that relevant subclauses of this
document can be applied at any point in the supply chain. For example, in a contract, a “contractor” can be an
“employer” and a “contractor” can be a “subcontractor”.
[SOURCE: ISO 10845-1:2020, 3.15]
3.9
expression of interest
request for respondents (3.12) to register their interest in undertaking a specific contract (3.6) or
to participate in a project or programme and to submit their credentials so they can, in terms of the
employer's (3.8) selection methods, be invited to submit a tender offer (3.14) should they qualify or be
selected to do so
[SOURCE: ISO 10845-1:2020, 3.16]
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ISO 10845-2:2020(E)
3.10
procurement
process which creates, manages and fulfils contracts (3.6) relating to the provision of goods, services
and construction works or disposals, or any combination thereof
[SOURCE: ISO 6707-2:2017, 3.5.18]
3.11
procurement document
documentation used to initiate or conclude (or both) a contract (3.6)
[SOURCE: ISO 10845-1:2020, 3.25]
3.12
respondent
person or organization that submits an expression of interest (3.9) in response to an invitation to do so
[SOURCE: ISO 10845-1:2020, 3.28]
3.13
specification
document that
a) sets out detailed requirements to be satisfied by a product, material, process or system and the
procedures for checking conformity to these requirements, or
b) sets out the properties of a product
[SOURCE: ISO 6707-2:2017, 3.2.22, modified — The preferred term "technical specification" has been
removed.]
3.14
tender offer
written offer to supply goods, carry out construction works and/or provide services under given
conditions, usually at a stated price, and which is capable of acceptance (3.1) and conversion into a
binding contract (3.6)
[SOURCE: ISO 10845-1:2020, 3.38]
3.15
tenderer
person or organization that submits a tender offer (3.14)
Note 1 to entry: The terms tender and tenderer have been used in preference to “bid” and “bidder”. The terms
“bid” and “bidder” are used in this document in the context of auctions.
[SOURCE: ISO 10845-1:2020, 3.39]
4 General requirements for procurement documents
Procurement documents shall
a) present requirements in a clear, unambiguous, comprehensive and understandable manner;
b) where necessary, require respondents to register their interest in undertaking a specific contract
or to participate in a project or programme and to submit their credentials for the employer to
admit them to an electronic database or invite them to submit tenders should they qualify or be
selected to do so;
c) require tenderers to submit particulars sufficient for the employer to evaluate their tenders,
establish their credentials and assess their capabilities and capacities to perform the contract;
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ISO 10845-2:2020(E)
d) set out in a clear, fair, transparent, accountable and unambiguous manner the criteria by which
tenders and expressions of interest are to be evaluated;
e) define the risks, liabilities and obligations of the parties to the contract and the procedures for the
administration of the contract;
f) define the nature, quality and quantity of goods, services or works to be provided in the
performance of the contract; and
g) establish the means by which the contractor is paid for the goods, services, construction works or
disposals.
5 Component documents
5.1 Division of component documents
Procurement documents for goods, services and construction works shall comprise a number of
component documents dealing with different topics grouped together in a logical sequence.
The groups of documents calling for expressions of interest, comprise those documents that relate to
submission procedures, the documents that a respondent needs to return with his submission and,
where relevant, the indicative scope of work (see Table 1).
The first group of documents where procurement documents are used to solicit tender offers contains
only those documents that are relevant to the tender (see Table 2) and the second group contains only
those documents that relate to the contract created at the acceptance of the tender (see Table 3). Where
contracts are negotiated with a sole contractor, only those documents which relate to the contract
apply (see Table 3).
Table 1 — Documents that relate to a call for expressions of interest
Contents
Function and broad outline of contents
Number Heading
E1: Submission procedures
Notice and invi- Alerts respondents to submit their credentials in order to be admitted to an
tation to submit electronic database or to be invited to submit tenders should they satisfy the
E1.1
an expression of stated criteria.
interest
Submission data Establishes the rules from the time a call for an expression of interest is adver-
E1.2
tised to the time a submission is evaluated.
E2: Returnable documents
List of returnable Ensures that everything the employer requires a respondent to include in his
E2.1
documents submission is included in, or returned with, such a submission.
Submission Contains documents that the respondent is required to complete for the pur-
E2.2
schedules pose of evaluating submissions.
E3: Indicative scope of work (where appropriate)
Indicative scope Indicates to respondents what the contract is likely to entail so that they can
E3 of work make an informed decision as to whether or not they wish to respond and, if so,
structure their submission around the likely demands of the project.
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ISO 10845-2:2020(E)
Table 2 — Documents that relate to the tender
Contents
Function and broad outline of contents
Number Heading
T1: Tendering procedures
Tender notice Alerts tenderers to the nature of the goods, services and construction works re-
T1.1 and invitation quired by the employer and should contain sufficient information to enable them
to tender to respond appropriately.
Tender data Establishes the rules from the time a tender is invited to the time a tender is
T1.2
awarded.
T2: Returnable documents
List of return- Ensures that everything the employer requires a tenderer to submit with his ten-
T2.1
able documents der is included in, or returned with, his tender submission.
Returnable Contains documents that the tenderer is required to complete for the purpose of
T2.2 schedules evaluating tenders and other schedules which, upon acceptance, become part of
the subsequent contract.
Table 3 — Documents that relate to the contract
Contents
Broad outline of contents
Number Heading
C1: Agreements and contract data
Form of offer Formalizes the legal process of offer and acceptance.
C1.1
and acceptance
Contract data Identifies the applicable conditions of contract and associated contract-specific
C1.2 data that collectively describe the risks, liabilities and obligations of the contract-
ing parties and the procedures for the administration of the contract.
C2: Pricing data
Pricing as- Provides the criteria and assumptions which it is assumed (in the contract) that
C2.1 sumptions the tenderer has taken into account when developing his prices and fee percentag-
es in the case of cost-reimbursable contracts.
Pricing sched- Records the contractor's prices for providing goods, services or construction
ules/ activity works which are described in the scope of work section of the contract.
C2.2
schedule/ bill of
quantities
C3: Scope of work
Scope of work Specifies and describes the goods, services or construction works which are to be
C3 provided and any other requirements and constraints relating to the manner in
which the contract work shall be performed.
C4: Site information (construction contracts only)
Site information Describes the site at the time of tender to enable the tenderer to price his tender
C4
and to decide upon his method of working and programming, and risks.
5.2 Calls for expressions of interest
5.2.1 Notice and invitation to submit expressions of interest
5.2.1.1 Minimum requirements
The notice and invitation to submit an expression of interest shall, as a minimum, contain
a) a reference number,
b) the name of the employer,
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ISO 10845-2:2020(E)
c) the title, and where applicable, the place of the proposed project,
d) a brief description of the goods, services or construction works which re to be procured and, where
relevant, the time period involved,
e) the closing date and time for the submission of expressions of interest,
f) the date, time and place of the compulsory clarification meeting, if any, and
g) information relating to how and from when the procurement documents may be obtained.
5.2.1.2 Considerations
Consideration should be given to
a) providing the name and contact particulars of a person to whom queries in relation to the call for
expressions of interest may be directed, and
b) briefly describing any
1) eligibility criteria, and
2) preferences, if any, that are offered
to enable prospective respondents to make informed decisions regarding the obtaining of documents
relating to the call for an expression of interest.
NOTE In some circumstances, it can be appropriate to indicate the source of funding in the notice.
5.2.2 Submission data
The submission data informs respondents about the submission procedures that are to be observed
and the documentation to be submitted, failing which, submissions may be rejected or not evaluated.
The submission data also outlines how the employer receives and evaluates the submissions received
and states any criteria that respondents should satisfy in order to have their submissions evaluated,
and any evaluation criteria that is applied.
The submission data may identify standard conditions for the calling for expressions of interest,
in which case the submission data shall provide the project-specific variables associated with such
conditions.
NOTE The standard conditions for the calling for expressions of interest as contained in ISO 10845-4 and
the associated variables, variations and additional conditions can be referenced in the submission data.
5.2.3 List of returnable documents
The list of returnable documents should list all of the documents that the respondent is required to
provide or complete and submit as part of his submission in order to enable the employer to record his
expression of interest or to evaluate his submission.
5.2.4 Returnable schedules
Returnable schedules comprise those schedules that are completed and submitted as part of the
respondent's submission.
5.2.5 Indicative scope of work
Where necessary, a description of the indicative scope of work should be provided to enable respondents
to understand the nature of the work and the likely demands placed on their resources so that they can
respond accordingly.
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ISO 10845-2:2020(E)
5.3 Tender documents
5.3.1 Tender notice and invitation to tender
5.3.1.1 Minimum requirements
The tender notice and invitation to tender shall, as a minimum, contain
a) a reference number,
b) the name of the employer,
c) the title of the proposed contract,
d) a brief description of the goods, services or construction works required,
e) the closing date and time for the submission of tenders,
f) the date, time and place of the compulsory clarification meeting, if any, and
g) information relating to how and from when the procurement documents may be obtained.
5.3.1.2 Considerations
...
FINAL
INTERNATIONAL ISO/FDIS
DRAFT
STANDARD 10845-2
ISO/TC 59/SC 18
Construction procurement —
Secretariat: SABS
Voting begins on:
Part 2:
2020-09-18
Formatting and compilation of
Voting terminates on:
procurement documentation
2020-11-13
Marchés de construction —
Partie 2: Mise en forme et compilation de la documentation de marché
RECIPIENTS OF THIS DRAFT ARE INVITED TO
SUBMIT, WITH THEIR COMMENTS, NOTIFICATION
OF ANY RELEVANT PATENT RIGHTS OF WHICH
THEY ARE AWARE AND TO PROVIDE SUPPOR TING
DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
Reference number
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/FDIS 10845-2:2020(E)
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN-
DARDS TO WHICH REFERENCE MAY BE MADE IN
©
NATIONAL REGULATIONS. ISO 2020
---------------------- Page: 1 ----------------------
ISO/FDIS 10845-2:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/FDIS 10845-2:2020(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative reference . 1
3 Terms and definitions . 1
4 General requirements for procurement documents . 3
5 Component documents . 4
5.1 Division of component documents . 4
5.2 Calls for expressions of interest . 5
5.2.1 Notice and invitation to submit expressions of interest . 5
5.2.2 Submission data . 6
5.2.3 List of returnable documents . 6
5.2.4 Returnable schedules. 6
5.2.5 Indicative scope of work . 6
5.3 Tender documents . 7
5.3.1 Tender notice and invitation to tender . 7
5.3.2 Tender data . 7
5.3.3 List of returnable documents . 8
5.3.4 Returnable schedules. 8
5.4 Contract documents . 8
5.4.1 Agreements and contract data . 8
5.4.2 Pricing data . 9
5.4.3 Scope of work . 9
5.4.4 Site information .10
6 Compiling tender documents .11
6.1 General .11
6.2 Applying the standard format .11
6.3 Guiding principles in applying the format .12
Annex A (informative) Commentary .13
Annex B (informative) Example of the form of offer and acceptance .16
Annex C (informative) Check list of items to be addressed in the scope of work .19
Annex D (informative) Standardized procurement documents .39
Bibliography .41
© ISO 2020 – All rights reserved iii
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ISO/FDIS 10845-2:2020(E)
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.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
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. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 18, Construction procurement.
This second edition cancels and replaces the first edition (ISO 10845-2:2011), which has been technically
revised.
The main changes compared to the previous edition are as follows:
— definitions and parts of the text have been updated and aligned with other parts of the ISO 10845
series to ensure consistency in concepts and terms;
— the three volume approach and colour separation of component documents has been removed; and
— the scope of work requirements and guidance has been revised and expanded
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/FDIS 10845-2:2020(E)
Introduction
Procurement documents are required to
a) communicate the employer's 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 employer's procedures and requirements relating to the process of offer and
acceptance when tenders are invited, solicit information to enable the employer to evaluate
submissions and enable potential contractors to communicate their credentials and make an offer
to an employer, 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
required.
Procurement documents also:
d) incorporate the employer's selected procurement strategy and tactics,
e) capture the allocation of risks, liabilities and obligations of the parties, the procedures for the
administration of the contract and the manner in which disputes may be resolved in the contract
data, and
f) provide the basis for
1) paying the contractor,
2) specifying any measurable, tangible, verifiable outcome, result or item that is to be produced
or completed (deliverable) and the constraints in doing so, and
3) in the case of construction works, communicating the outcomes of surveys and site conditions
to tenderers, e.g. soil and ground conditions, the location and state of buildings or facilities that
contractors might be expected to use or that might be affected by the contractor's activities,
environmental conditions, the number and location of people who might be affected by the
works, availability of materials, etc.
The format and the manner in which procurement documents are compiled and structured can be
standardized. Uniformity in procurement documentation allows documents to be standardized,
simplified and digitised. It also improves transparency, minimizes ambiguity and errors in and
between the documents which make up a contract, enables tenderers to more accurately price the risks
which they are to assume. Furthermore, it facilitates the development of standardized procurement
documents which improves the effectiveness and efficiency of an organization's procurement system.
It also enables the reader to readily locate the specific data and requirements they require if they have
a working knowledge of the framework for the compilation of procurement documents provided in this
document.
A uniform format for the compilation of calls for expressions of interest and tender and contract
documents provides the framework for:
— the standardization of the component documents and improved communications between those
engaged in the procurement process; and
— the digitisation of procurement documents.
The purpose of this document is to provide a common framework within which procurement documents
may be developed and to establish general principles around which component documents should be
developed.
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ISO/FDIS 10845-2:2020(E)
The uniform format for the compilation of procurement documents is based on the principle that there
is a complete separation in the component documents that make up a procurement document, i.e. the
conditions of tender, the conditions of contract, the specifications and methods of measurement and
payment. The separation of component documents in this manner ensures that
— each subject within a tender and within the subsequent contract can only be addressed once and in
only one component document,
— issues relating to the tender fall away once the contract is in place,
— changes in conditions of contract do not affect other aspects of the contract, such as specifications,
measurement and payment, and
— changes in measurement and payment systems do not affect other aspects of the contract, such as
the conditions of contract and specifications.
The format provided in this document requires that
— stand-alone systems of measurement, independent of specifications, be utilized,
— specifications be written independently from conditions of contract, and
— terms, words and documents that specify and describe the process of tendering not to be included
in the contract.
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FINAL DRAFT INTERNATIONAL STANDARD ISO/FDIS 10845-2:2020(E)
Construction procurement —
Part 2:
Formatting and compilation of procurement
documentation
1 Scope
This document establishes, in respect of supply, services and construction contracts, at both main 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 document.
NOTE 2 This document can also be used, with some adaptation, in the formatting and compilation of
concession contracts, design, build and operate contracts and contracts involving disposals.
NOTE 3 ISO 10845-1:—, Annex G provides guidance on the development of auction data.
2 Normative reference
There are no normative references in this document.
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
acceptance
act of agreeing to a contractor's (3.7) offer or tender, thereby creating a binding contract (3.6)
[SOURCE: ISO 6707-2: 2017, 3.5.16]
3.2
activity schedule
document that breaks down the scope of work into a series of activities, which may be linked to a
programme, to allow contractors (3.7) to be paid a lump sum upon the completion of each of the
activities
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ISO/FDIS 10845-2:2020(E)
3.3
bill of quantities
document for tendering, usually prepared in a standard form, comprising both a descriptive list of
quantities of works and descriptions of the materials, workmanship and other matters required for
construction works
[SOURCE: ISO 6707-2:2017, 3.5.11, modified — The preferred term "bill of materials, US" and the
admitted term "quantity survey, US" have been removed.]
3.4
bond
sum of money or securities submitted to the employer (3.8) or placed in the hands of a third party to
guarantee completion and recovery of the sums which the contractor (3.7) is recognized as owing under
the terms of the contract (3.6)
[SOURCE: ISO 6707-2:2017, 3.5.40, modified — “client” has been replaced with “employer”.]
3.5
conditions of contract
terms that collectively describe the rights and obligations of contracting parties and the agreed
procedures for the administration of their contract (3.6)
3.6
contract
legally enforceable agreement to supply goods, carry out construction works and/or provide services
[SOURCE: ISO 6707-2:2017, 3.1.1]
3.7
contractor
person or organization that contracts to supply goods, carry out construction works and/or provide
services
Note 1 to entry: The use of the generic term “contractor” eliminates the need to introduce the terms “service
provider” and “supplier” as it has been defined to cover these terms
Note 2 to entry: The definitions for “employer” and “contractor” are such that relevant subclauses of this
document can be applied at any point in the supply chain. For example, in a contract, a “contractor” can be an
“employer” and a “contractor” can be a “subcontractor”.
[SOURCE: ISO 10845-1:—, 3.9]
3.8
employer
person or organization intending to or entering into the contract (3.6) with the contractor (3.7) to
supply goods, carry out construction works and/or provide services
Note 1 to entry: The definitions for “employer” and “contractor” are such that relevant subclauses of this
document can be applied at any point in the supply chain. For example, in a contract, a “contractor” can be an
“employer” and a “contractor” can be a “subcontractor”.
[SOURCE: ISO 10845-1:—, 3.15]
3.9
expression of interest
request for respondents (3.12) to register their interest in undertaking a specific contract (3.6) or
to participate in a project or programme and to submit their credentials so they can, in terms of the
employer's (3.8) selection methods, be invited to submit a tender offer (3.14) should they qualify or be
selected to do so
[SOURCE: ISO 10845-1:—, 3.16]
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ISO/FDIS 10845-2:2020(E)
3.10
procurement
process which creates, manages and fulfils contracts (3.6) relating to the provision of goods, services
and construction works or disposals, or any combination thereof
[SOURCE: ISO 6707-2:2017, 3.5.18]
3.11
procurement document
documentation used to initiate or conclude (or both) a contract (3.6)
[SOURCE: ISO 10845-1:—, 3.25]
3.12
respondent
person or organization that submits an expression of interest (3.9) in response to an invitation to do so
[SOURCE: ISO 10845-1:—, 3.28]
3.13
specification
document that
a) sets out detailed requirements to be satisfied by a product, material, process or system and the
procedures for checking conformity to these requirements, or
b) sets out the properties of a product
[SOURCE: ISO 6707-2:2017, 3.2.22, modified — The preferred term "technical specification" has been
removed.]
3.14
tender offer
written offer to supply goods, carry out construction works and/or provide services under given
conditions, usually at a stated price, and which is capable of acceptance (3.1) and conversion into a
binding contract (3.6)
[SOURCE: ISO 10845-1:—, 3.38]
3.15
tenderer
person or organization that submits a tender offer (3.14)
Note 1 to entry: The terms tender and tenderer have been used in preference to “bid” and “bidder”. The terms
“bid” and “bidder” are used in this document in the context of auctions.
[SOURCE: ISO 10845-1:—, 3.39]
4 General requirements for procurement documents
Procurement documents shall
a) present requirements in a clear, unambiguous, comprehensive and understandable manner;
b) where necessary, require respondents to register their interest in undertaking a specific contract
or to participate in a project or programme and to submit their credentials for the employer to
admit them to an electronic database or invite them to submit tenders should they qualify or be
selected to do so;
c) require tenderers to submit particulars sufficient for the employer to evaluate their tenders,
establish their credentials and assess their capabilities and capacities to perform the contract;
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ISO/FDIS 10845-2:2020(E)
d) set out in a clear, fair, transparent, accountable and unambiguous manner the criteria by which
tenders and expressions of interest are to be evaluated;
e) define the risks, liabilities and obligations of the parties to the contract and the procedures for the
administration of the contract;
f) define the nature, quality and quantity of goods, services or works to be provided in the
performance of the contract; and
g) establish the means by which the contractor is paid for the goods, services, construction works or
disposals.
5 Component documents
5.1 Division of component documents
Procurement documents for goods, services and construction works shall comprise a number of
component documents dealing with different topics grouped together in a logical sequence.
The groups of documents calling for expressions of interest, comprise those documents that relate to
submission procedures, the documents that a respondent needs to return with his submission and,
where relevant, the indicative scope of work (see Table 1).
The first group of documents where procurement documents are used to solicit tender offers contains
only those documents that are relevant to the tender (see Table 2) and the second group contains only
those documents that relate to the contract created at the acceptance of the tender (see Table 3). Where
contracts are negotiated with a sole contractor, only those documents which relate to the contract
apply (see Table 3).
Table 1 — Documents that relate to a call for expressions of interest
Contents
Function and broad outline of contents
Number Heading
E1: Submission procedures
Notice and invi- Alerts respondents to submit their credentials in order to be admitted to an
tation to submit electronic database or to be invited to submit tenders should they satisfy the
E1.1
an expression of stated criteria.
interest
Submission data Establishes the rules from the time a call for an expression of interest is adver-
E1.2
tised to the time a submission is evaluated.
E2: Returnable documents
List of returnable Ensures that everything the employer requires a respondent to include in his
E2.1
documents submission is included in, or returned with, such a submission.
Submission Contains documents that the respondent is required to complete for the pur-
E2.2
schedules pose of evaluating submissions.
E3: Indicative scope of work (where appropriate)
Indicative scope Indicates to respondents what the contract is likely to entail so that they can
E3 of work make an informed decision as to whether or not they wish to respond and, if so,
structure their submission around the likely demands of the project.
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ISO/FDIS 10845-2:2020(E)
Table 2 — Documents that relate to the tender
Contents
Function and broad outline of contents
Number Heading
T1: Tendering procedures
Tender notice Alerts tenderers to the nature of the goods, services and construction works re-
T1.1 and invitation quired by the employer and should contain sufficient information to enable them
to tender to respond appropriately.
Tender data Establishes the rules from the time a tender is invited to the time a tender is
T1.2
awarded.
T2: Returnable documents
List of return- Ensures that everything the employer requires a tenderer to submit with his ten-
T2.1
able documents der is included in, or returned with, his tender submission.
Returnable Contains documents that the tenderer is required to complete for the purpose of
T2.2 schedules evaluating tenders and other schedules which, upon acceptance, become part of
the subsequent contract.
Table 3 — Documents that relate to the contract
Contents
Broad outline of contents
Number Heading
C1: Agreements and contract data
Form of offer Formalizes the legal process of offer and acceptance.
C1.1
and acceptance
Contract data Identifies the applicable conditions of contract and associated contract-specific
C1.2 data that collectively describe the risks, liabilities and obligations of the contract-
ing parties and the procedures for the administration of the contract.
C2: Pricing data
Pricing as- Provides the criteria and assumptions which it is assumed (in the contract) that
C2.1 sumptions the tenderer has taken into account when developing his prices and fee percentag-
es in the case of cost-reimbursable contracts.
Pricing sched- Records the contractor's prices for providing goods, services or construction
ules/ activity works which are described in the scope of work section of the contract.
C2.2
schedule/ bill of
quantities
C3: Scope of work
Scope of work Specifies and describes the goods, services or construction works which are to be
C3 provided and any other requirements and constraints relating to the manner in
which the contract work shall be performed.
C4: Site information (construction contracts only)
Site information Describes the site at the time of tender to enable the tenderer to price his tender
C4
and to decide upon his method of working and programming, and risks.
5.2 Calls for expressions of interest
5.2.1 Notice and invitation to submit expressions of interest
5.2.1.1 Minimum requirements
The notice and invitation to submit an expression of interest shall, as a minimum, contain
a) a reference number,
b) the name of the employer,
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ISO/FDIS 10845-2:2020(E)
c) the title, and where applicable, the place of the proposed project,
d) a brief description of the goods, services or construction works which re to be procured and, where
relevant, the time period involved,
e) the closing date and time for the submission of expressions of interest,
f) the date, time and place of the compulsory clarification meeting, if any, and
g) information relating to how and from when the procurement documents may be obtained.
5.2.1.2 Considerations
Consideration should be given to
a) providing the name and contact particulars of a person to whom queries in relation to the call for
expressions of interest may be directed, and
b) briefly describing any
1) eligibility criteria, and
2) preferences, if any, that are offered
to enable prospective respondents to make informed decisions regarding the obtaining of documents
relating to the call for an expression of interest.
NOTE In some circumstances, it can be appropriate to indicate the source of funding in the notice.
5.2.2 Submission data
The submission data informs respondents about the submission procedures that are to be observed
and the documentation to be submitted, failing which, submissions may be rejected or not evaluated.
The submission data also outlines how the employer receives and evaluates the submissions received
and states any criteria that respondents should satisfy in order to have their submissions evaluated,
and any evaluation criteria that is applied.
The submission data may identify standard conditions for the calling for expressions of interest,
in which case the submission data shall provide the project-specific variables associated with such
conditions.
NOTE The standard conditions for the calling for expressions of interest as contained in ISO 10845-4 and
the associated variables, variations and additional conditions can be referenced in the submission data.
5.2.3 List of returnable documents
The list of returnable documents should list all of the documents that the respondent is required to
provide or complete and submit as part of his submission in order to enable the employer to record his
expression of interest or to evaluate his submission.
5.2.4 Returnable schedules
Returnable schedules comprise those schedules that are completed and submitted as part of the
respondent's submission.
5.2.5 Indicative scope of work
Where necessary, a description of the indicative scope of work should be provided to enable respondents
to understand the nature of the work and the likely demands placed on their resources so that they can
respond accordingly.
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