ISO 10845-2:2011

INTERNATIONAL ISO
STANDARD 10845-2
First edition
2011-01-15
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 2011
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ii © ISO 2011 – All rights reserved

Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Terms and definitions .1
3 General requirements for procurement documents .5
4 Component documents .5
4.1 Division of component documents .5
4.2 Calls for expressions of interest.7
4.2.1 Notice and invitation to submit expressions of interest .7
4.2.2 Submission data.8
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 tender.9
4.3.2 Tender data .9
4.3.3 List of returnable documents.10
4.3.4 Returnable schedules .10
4.4 Contract documents.11
4.4.1 Agreements and contract data.11
4.4.2 Pricing data .11
4.4.3 Scope of work .12
4.4.4 Site information .13
5 Compiling tender documents.14
5.1 General .14
5.2 Single-volume approach.14
5.3 Three-volume approach.15
5.4 Guiding principles in applying the format .15
5.5 Colour separation of component documents.15
Annex A (informative) Commentary.17
Annex B (informative) Example of a form of offer and acceptance.24
Annex C (informative) Items to be addressed in the scope of work.27
Annex D (informative) Standardized procurement documents.39
Bibliography.41

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 10845-2 was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works.
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 2011 – All rights reserved

Introduction
Procurement documents are required in order 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, 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.
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.

INTERNATIONAL STANDARD ISO 10845-2:2011(E)

Construction 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 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 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 terms and definitions apply.
2.1
acceptance
agreeing to a contractor's 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 the 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
2.4
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 and 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 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 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, definition 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
covered 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]
2 © ISO 2011 – All rights reserved

2.12
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 infrastructure
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 employer's procurement procedures,
be invited to submit a tender offer should 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 acceptance
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 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 co
...