ISO 10845-4:2011
(Main)Construction procurement — Part 4: Standard conditions for the calling for expressions of interest
Construction procurement — Part 4: Standard conditions for the calling for expressions of interest
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.
Marchés de construction — Partie 4: Conditions-types normalisées pour appel aux parties intéressées
General Information
Relations
Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 10845-4
First edition
2011-01-15
Construction procurement —
Part 4:
Standard conditions for the calling for
expressions of interest
Marchés de construction —
Partie 4: Conditions-types normalisées pour appel aux parties
intéressées
Reference number
©
ISO 2011
PDF disclaimer
This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but
shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In
downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat
accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.
Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation
parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In
the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below.
© ISO 2011
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail copyright@iso.org
Web www.iso.org
Published in Switzerland
ii © ISO 2011 – All rights reserved
Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Terms and definitions .1
3 General requirements .3
3.1 Actions.3
3.2 Supporting documents .3
3.3 Interpretation .3
3.4 Communication and employer's agent .3
4 Respondent's obligations.3
4.1 Eligibility.3
4.2 Cost of submissions .4
4.3 Checking documents .4
4.4 Acknowledging addenda .4
4.5 Clarification meetings.4
4.6 Seeking clarification.4
4.7 Making a submission .4
4.8 Information and data to be completed .4
4.9 Closing time .4
4.10 Clarification of submission .5
5 Employer's undertakings.5
5.1 Responding to clarification .5
5.2 Issuing addenda .5
5.3 Late submissions .5
5.4 Opening of submissions.5
5.5 Non-disclosure .5
5.6 Grounds for rejection and disqualification.5
5.7 Test for responsiveness .5
5.8 Non-responsive submissions .6
5.9 Evaluation of responsive submissions.6
5.10 Providing written reasons for actions taken .6
Annex A (informative) Commentary.7
Annex B (informative) Submission data.14
Annex C (informative) Evaluating expressions of interest.18
Bibliography.20
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 10845-4 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 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 organization. Methods and procedures can likewise be documented and linked to
processes.
Expressions of interest request potential tenderers to register their interest in undertaking a specific contract
or to participate in a project or programme and to submit their credentials so that they can be invited to submit
a tender offer should they qualify or be selected to do so. Conditions for the calling for expressions of interest
are required to establish procedures from the time that expressions of interest are called for to the time that
respondents are invited to submit tender offers or are admitted to a database. Such conditions document the
procedures, the manner in which those engaged in these processes are to behave, the obligations of the
respondent, and the undertakings of the employer.
INTERNATIONAL STANDARD ISO 10845-4:2011(E)
Construction procurement —
Part 4:
Standard conditions for the calling for expressions of interest
1 Scope
This part of ISO 10845 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 part of ISO 10845 is intended for use in procurements relating to goods, services and construction works
and certain disposals other than by auction.
NOTE 1 Annex A contains commentary on the clauses in this part of ISO 10845. Annex B provides guidance on how to
develop the submission data for a call for expressions of interest using this part of ISO 10845.
NOTE 2 ISO 10845-2 establishes the manner in which calls for expressions of interest should be formatted and
compiled. The standard conditions contained in this part of ISO 10845 can, by reference, be incorporated in procurement
documents formatted and compiled in accordance with the provisions of ISO 10845-2.
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
conflict of interest
any situation in which someone in a position of trust has competing professional or personal interests which
make it difficult for him to fulfil his duties impartially, an individual or organization is in a position to exploit a
professional or official capacity in some way for his personal or for corporate benefit, or incompatibility or
contradictory interests exist between an employee and the organization which employs that employee
[ISO 10845-1:2010, definition 3.8]
2.2
corrupt practice
offering, giving, receiving or soliciting of anything of value to influence the action of the employer or his staff or
agents in the tender process
NOTE Adapted from ISO 10845-1:2010, definition 3.13.
2.3
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]
2.4
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 organization'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]
2.5
fraudulent practice
misrepresentation of the facts in order to influence the tender process, or the award of a contract arising from
a tender offer to the detriment of the employer, including collusive practices intended to establish prices at
artificial levels
NOTE Adapted from ISO 10845-1:2010, definition 3.20.
2.6
organization
company, firm, enterprise, association or other legal entity, whether incorporated or not, or a public body
[ISO 10845-1:2010, definition 3.23]
2.7
quality
totality of features and characteristics of a product or service that bears on the ability of the product or service
to satisfy stated or implied needs
[ISO 10845-1:2010, definition 3.35]
2.8
respondent
person or organization that submits an expression of interest in response to an invitation to do so
[ISO 10845-1:2010, definition 3.36]
2.9
submission data
document that establishes the respondent's obligations in responding to a call for an expression of interest
and the employer's undertakings in administering the process of calling for and receiving expressions of
interest
[ISO 10845-1:2010, definition 3.39]
2 © ISO 2011 – All rights reserved
ISO 10845-4:2
...
Questions, Comments and Discussion
Ask us and Technical Secretary will try to provide an answer. You can facilitate discussion about the standard in here.