ISO/TC 59/SC 18 - Construction procurement

This document provides guidance on: a) options for engaging the market in satisfying a client’s need for new or refurbished construction works; b) the development of procurement strategies for one or more projects involving the acquisition of goods, services or any combination thereof, irrespective of complexity, size, duration or life cycle stage; c) the formulation of procurement tactics which enable identified procurement strategies to be effectively implemented. This document is applicable to the private sector, public sector or community organizations. Note A client can be a project owner or an entity within a supply chain which contracts for goods and services.

This document sets out standard conditions of tender which bind the employer and tenderer to behave in a particular manner, establish what a tenderer is required to do in order to submit a compliant tender, make known the evaluation criteria to tenderers, and establish the manner in which the employer conducts the process of offer and acceptance and provide the necessary feedback to tenderers on the outcomes of the process. This document is intended for use in procurements relating to goods, services and construction works and disposals other than by auction.

This document sets out standard conditions for the calling for expressions of interest which a) bind the employer and respondent to behave in a particular manner, b) establish what is required for a respondent to submit a compliant submission, c) make known to respondents the evaluation criteria, and d) establish the manner in which the employer conducts the process of calling for expressions of interest. This document is intended for use in procurements relating to goods, services and construction works and certain disposals other than by auction.

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.

This document describes processes, methods and procedures for the establishment within an organization of a procurement system for goods, services, and construction works or disposals, or any combination thereof that is fair, equitable, transparent, competitive and cost-effective. This document 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. This document provides a generic and standard set of processes, procedures and methods for a procurement system which can be applied by both the public and private sector organizations in the development of their procurement system. The principles contained in this document can also be applied down the supply chain. This document enables organizations to develop in the first instance a generic procurement system and then to identify the methods and procedures best suited to particular categories of procurement.

ISO 10845-5:2011 establishes a key performance indicator, in the form of a contract participation goal (CPG), relating to the engagement of targeted enterprises on a contract for the provision of goods, services or engineering and construction works. A CPG may be used to measure the outcomes of a contract in relation to the engagement of targeted enterprises or to establish a target level of performance for the contractor to achieve or exceed in the performance of a contract. ISO 10845-5:2011 sets out the methods by which the key performance indicator is measured, quantified and verified in the performance of the contract in respect to two different targeting strategies: targeting strategy A and targeting strategy B.

ISO 10845-8:2011 establishes a key performance indicator, in the form of a contract participation goal (CPG), relating to the engagement of targeted labour on a contract for the provision of services or engineering and construction works. A CPG may be used to measure the outcomes of a contract in relation to the engagement of targeted labour or to establish a target level of performance for the contractor to achieve or exceed in the performance of a contract. ISO 10845-8:2011 sets out the methods by which the key performance indicator is measured, quantified and verified in the performance of the contract in respect of two different targeting strategies: targeting strategy A and targeting strategy B.

ISO 10845-6:2011 establishes a key performance indicator, in the form of a contract participation goal, relating to the engagement of targeted partners in a joint venture on a contract for the provision of goods, services or engineering and construction works. A contract participation goal may be used to measure the outcomes of a contract in relation to the engagement of targeted partners in a joint venture or to establish a target level of performance for the contractor to achieve or exceed in the performance of a contract. ISO 10845-6:2011 sets out the methods by which the key performance indicator can be measured, quantified and verified in the performance of the contract in respect of two different targeting strategies: targeting strategy A and targeting strategy B.

ISO 10845-7:2011 establishes a key performance indicator in the form of a contract participation goal (CPG) relating to the engagement of local enterprises and labour on a contract for the provision of services or engineering and construction works. A CPG may be used to measure the outcomes of a contract in relation to the engagement of local enterprises and labour or to establish a target level of performance for the contractor to achieve or exceed in the performance of a contract. ISO 10845-7:2011 sets out the methods by which the key performance indicator is measured, quantified and verified in the performance of the contract in respect of two different targeting strategies: targeting strategy A and targeting strategy B.

ISO 10845-2:2011 establishes, in respect of supply, services and engineering and construction works contracts, at both main and subcontract level, a format for the compilation of calls for expressions of interest, tender and contract documents, and the general principles for compiling procurement documents.

ISO 10845-4:2011 sets out standard conditions for the calling for expressions of interest which bind the employer and respondent to behave in a particular manner, establish what is required for a respondent to submit a compliant submission, make known to respondents the evaluation criteria, and establish the manner in which the employer conducts the process of calling for expressions of interest. ISO 10845-4:2011 is intended for use in procurements relating to goods, services and construction works and certain disposals other than by auction.

ISO 10845-3:2011 sets out standard conditions of tender which bind the employer and tenderer to behave in a particular manner, establish what a tenderer is required to do in order to submit a compliant tender, make known the evaluation criteria to tenderers, and establish the manner in which the employer conducts the process of offer and acceptance and provide the necessary feedback to tenderers on the outcomes of the process. ISO 10845-3:2011 is intended for use in procurements relating to goods, services and construction works and disposals other than by auction.

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.