3.0 OBTAINING TENDERS
3.0招標(biāo)
3. 1 Preparation of Tender Documents
3. 1編制招標(biāo)文件
3.1.1 General
3. 1.1概述
The tender documents prepared by the employer/engineer will normally include the following：
雇主/工程師編制的招標(biāo)文件一般包括下列各項(xiàng)：
-Letter of invitation to tender,
- 投標(biāo)邀請函。
-Instructions to tenderers,
- 投標(biāo)人須知。
-Tender form and appendices,
- 投標(biāo)書格式與附錄。
-Conditions of contract (Parts I and Ⅱ ) together with any requisite forms,
- 合同條件（第一部分和第二部分）以及任何必要的格式。
-Specification.
- 規(guī)范。
-Drawings.
- 圖紙。
-Bill of quantities or schedule of prices,
- 工程M清單或價(jià)格表。
-Information data.
- 資料數(shù)據(jù)。
-List of additional information required from tenderers.
- 要求投標(biāo)人提交的附加資料清單。
The scope of the contract and an outline of the tender documents should be prepared before the prequalification documents in order to achieve consistency between these two sets of documents.
合同范圍和招標(biāo)文件綱要應(yīng)在資格預(yù)審文件之前編訂，目的是使這兩 套文件保持一致。
Some of the above items, such as “Letter of invitation to tender” and “Instructions to tenderers” will normally not form part of the contract agreement (see chapter 6.2) and consequently requirements and conditions applying to matters arising after award of contract must be incorporated elsewhere in the tender documents.
前面所列的某些項(xiàng)（如“投標(biāo)邀請函”和“投標(biāo)人須知”）一般不構(gòu)成 合同協(xié)議書中的--部分（見第6. 2章），所以，適用于授予合同之后的 各項(xiàng)，宜的要求和條件必須納入招標(biāo)文件其他部分中。
Essential features of the tender documents are described below.
招標(biāo)文件的基本內(nèi)容所述如下。
3.1. 2 Letter of Invitation to Tender
3. 1.2投標(biāo)邀請函
The letter of invitation to tender should be on employer^ headed paper and should include：
投標(biāo)邀請函應(yīng)使用臺(tái)端印有雇主名稱地址信箋，并應(yīng)包括:
- Tender reference and title,
- 招標(biāo)編號(hào)和名稱。
- List of documents issued.
- 頒發(fā)的文件清單。
- Receipt form for the tender documents (to be signed and returned by the tenderers)
- 收到招標(biāo)文件的回執(zhí)表格（由投標(biāo)人簽字、送回）。
- Instruction to inform the employer/engineer, in writing, of any significant changes to the data supplied in the prequalification application.
- 要求投標(biāo)人對其在資格預(yù)審申請書提供的資料的任何重要變化應(yīng) 書面通知雇主/工程師的指示。
- Date and place of tender submission and tender opening.
- 提交投標(biāo)書和開標(biāo)的日期和地點(diǎn)。
The letter of invitation should he kept as short as possible. Detailed information should he contained in the instructions to tenderers.
邀請函應(yīng)當(dāng)盡可能簡短。詳細(xì)的情況應(yīng)包括在投標(biāo)人須知中
3.1.3 Instructions to Tenderers
3. 1.3投標(biāo)人須知
General
概述
Instructions to tenderers should be prepared by the employer/engineer to meet the particular requirements of individual contracts. The purpose of the document is to convey information and instructions that will govern the preparation, submission and evaluation of tenders.
雇主/工程師應(yīng)編制投標(biāo)人須知，以滿足每個(gè)合同的具體要求，這個(gè)文 件的目的是傳遞關(guān)于編制、提交和評估投標(biāo)書時(shí)所需要的信息和應(yīng)遵 循的指示。
When determining the tender period, the employer/engineer must ensure that adequate time is available for tenderers to prepare their tenders taking into account the size, complexity and location of the project in question.
當(dāng)決定投標(biāo)期時(shí)，雇主/工程師必須根據(jù)該項(xiàng)目的規(guī)模、復(fù)雜性和位置 保證給予投標(biāo)人充分的時(shí)間來編制他們的投標(biāo)書。
Tenderers should be notified of the number of copies of their tender that are required, stipulating that one set of the documents should be clearly marked “Original Tender” and the others(which should be photocopies )marked “Copy” and that，in the event of discrepancy, the “Original Tender” shall take precedence.
應(yīng)將要求的投標(biāo)書的份數(shù)通知給投標(biāo)人，同時(shí)說明其中的ー套應(yīng)清楚 地標(biāo)明“投標(biāo)書正本”，其他各份（為照相復(fù)制本）標(biāo)明為“副本”，如果兩者之間出現(xiàn)不一致，應(yīng)以“投標(biāo)書正本”為準(zhǔn)。
If a power of attorney is required» details of the precise requirements should be given.
如果要求委托書，應(yīng)說明準(zhǔn)確、詳細(xì)的要求。
The tenderers’ ttention should be drawn to any requirement for documents to be notarised and legalised at the embassy or consulate of the employer’s country,
如果要求有關(guān)文件需要到雇主國家的大使館或領(lǐng)和館去公證從而使其 具有法律上的效力，則，應(yīng)提請投標(biāo)人注意。
Tenderers should be informed whether the successful tenderer will be required to establish a locally registered company for the purpose of the contract.
應(yīng)通知投標(biāo)人中標(biāo)者，為了執(zhí)行該合同，他是否需要在當(dāng)?shù)刈冤`個(gè)公司。
The instructions to tenderers should state that the employer does not bind himself to award a contract to any of the tenderers.
在投標(biāo)人須知中應(yīng)說明雇主不受將合同授予任何投標(biāo)人的約束。
If remuneration is to be made to tenderers who submit responsive tenders ,the sum should be advised. If not，it should be stipulated that all costs and expenses associated with the preparation and submission of tenders shall be borne by the tenderers.
如果對那些提交符合要求的投標(biāo)書的投標(biāo)人給予某些補(bǔ)償，則應(yīng)將該 筆金額通知他們。如果不給補(bǔ)償?shù)脑?，?yīng)說明與編制和提交投標(biāo)書有 關(guān)的一切費(fèi)用均有投標(biāo)人承擔(dān)。
Consideration should he given to offering some remuneration to tenderers if they, in order to provide a responsive tender, have to undertake studies or carry out design work of a conceptual nature. This will normally he the case in “Design, Build, Operate and Transfer” projects or “Design, Build and Operate” projects, see Appendix I .
如果投標(biāo)人為了提交符合要求的投標(biāo)書必須進(jìn)行研究或進(jìn)行概念設(shè)計(jì) 的話，可考慮給予他們某些補(bǔ)償。在“設(shè)計(jì)、建造、運(yùn)營和轉(zhuǎn)讓”項(xiàng) 目或“設(shè)計(jì)、建造和運(yùn)營”項(xiàng)目中情況常常如此，見附錄I。
Documents
文件
The instructions to tenderers should contain a list of the documents required to form a complete tender.
投標(biāo)人須知中應(yīng)包括一份構(gòu)成一個(gè)完整投標(biāo)所需的文件清單。
Tenderers should be informed that a tender will be rejected unless it is substantially responsive.
應(yīng)通知投標(biāo)人，每項(xiàng)投際書應(yīng)基本符合要求，否則，它將被拒絕。
It should be made clear to tenderers that any corrections must be initialled. Data presented by tenderers in the form of computer printouts ,where appropriate，should normally be accepted.
應(yīng)向投標(biāo)人講明，任何更改必須給予草簽。根據(jù)實(shí)際情況，以計(jì)算機(jī) 打印件的形式提供的資料一般應(yīng)予接受。
Alternative Tenders
投標(biāo)書的替代方案
Tenderers should be informed of whether alternative tenders will be considered or not. A compliant tender is normally a precondition for considering alternative tenders.
應(yīng)告知投標(biāo)人投標(biāo)書的替代方案是否應(yīng)予考慮。一般提交一份符合要 求的投標(biāo)書是考慮替代方案的先決條件。
Alternative tenders must include a comprehensive and precise description of the parts of the tender documents vuhich have been altered. The alternative tender should include fall details of contractual conditions, specification，drawings, calculations, environmental impacts and costs for the parts of the works that have been altered in order to allow afair technical and financial evaluation of the alternative proposal.
投標(biāo)書的替代方案中必須全面準(zhǔn)確地說明招標(biāo)文件中的更改部分。為 了能在財(cái)務(wù)和技米方面對替代方案作出的公平評估，在投標(biāo)書替代方 案中必須包括涉及更換的那部分工程的合同條件、規(guī)范、圖紙、計(jì)算 書、環(huán)境影響以及費(fèi)用的詳細(xì)情況。
Modification to Tenders
對投標(biāo)書的修正
The tenderer should be informed that, if he has delivered, posted or dispatched his tender prior to the formal vsubmission date he has the right to modify or make corrections to it, provided that any such modifications or corrections are received by the employer/engineer in writing prior to the time specified for submission of tenders. The original tender thus modified or corrected would then be considered as the official tender.
應(yīng)通知投標(biāo)人，如果他在正式的提交日期遞交、發(fā)送了他的投標(biāo)書，他 有權(quán)對其作出修改或更正，但規(guī)定，關(guān)于任何此類修改或更正，投標(biāo) 人必須使雇主/工程師在規(guī)定的投標(biāo)書提交日期之前收到書面通知。如此修改或更正后的投標(biāo)書正本即被認(rèn)為是正式的投標(biāo)書。
Financing Arrangements
融資安排
Tenderers should be advised of the source of finance and related conditions.
應(yīng)通知項(xiàng)目的資金來源及相關(guān)條件。
Where tenderers are required to provide financing they should be instructed to provide information as to source of finance and the conditions which will appy.
如果要求投標(biāo)人帶資承包，應(yīng)指示他們提供有關(guān)資金來源和所適用的 條件。
Currencies and Payments
貨幣與支付
Specific instructions should be given concerning the currencies to be used in the preparation of the tender. Tenderers should also be advised in which currency/currencies payments will be effected.
有關(guān)編標(biāo)時(shí)應(yīng)使用的貨幣種類，雇主/工程師應(yīng)給出明確的指示，投標(biāo) 人還應(yīng)被告知支付時(shí)將使用何種貨幣類型。
Where tenderers are required to express their tenders in a single currency (usually the currency of the country in which the works are to be carried out) is necessary to define the rates of exchange which have been used to convert the various currencies in which payment is required into a single currency unit. more than (me tenderer may request part payment in one particular currency, it is preferable that the exchange rates to he used should he consistent and, therefore, that they should he defined by the employer/engineer and notified to each tenderer a reasonable time before the date of submission. Normally, these rates should he the selling prices quoted at the local central hank and the rates should he those quoted at the time of closing 28 days before the tender submission date. The rates quoted are incorporated in the contract when awarded.
如果要求投標(biāo)人使用單ー貨幣來表示他們的投標(biāo)報(bào)價(jià)（一般為工程實(shí) 施所在國的貨幣），則有必要規(guī)定匯率，以便將支付要求的各種貨幣兌 換成單一貨幣單位。由于若干投標(biāo)人要求支付他們一定量的某一特定貨幣，所以，使用的匯率最好保持一致。因此，匯率應(yīng)由雇主/工程師 規(guī)定，并在提交投標(biāo)書之前的一段合理的時(shí)間內(nèi)通知給每個(gè)投標(biāo)人，一般來說，此類匯率為當(dāng)?shù)刂醒脬y行在投標(biāo)書遞交之前第二十八天之日 發(fā)布的售價(jià)，并在授予合同時(shí)寫入的合同中。
Domestic Preferences
國內(nèi)優(yōu)惠
Tenderers should be advised if and how domestic preferences will be applied in the evaluation of tenders,
如果在評標(biāo)時(shí)對國內(nèi)投標(biāo)優(yōu)惠，則，應(yīng)通知投標(biāo)人，并且告知他們優(yōu) 惠的實(shí)施方法。
Tender Securities
投標(biāo)保證
The requirements for a tender security, if any, will be determined by the circumstances of each project- If a tender security is required, a form should be included in the tender documents. A standard form of tender security is shown in Appendix DI . The amount and currency (ies ) of the security should be stated. In all cases the surety or sureties must be satisfactory to the employer^ If a tender security has been requested. any tender which has not been so secured will be rejected.
對投標(biāo)保證的要求應(yīng)視每個(gè)項(xiàng)目的具體情況而定。如果要求提交投標(biāo) 保證，則應(yīng)將其格式包括在招標(biāo)文件中，附錄Ⅲ中列出了一個(gè)標(biāo)準(zhǔn)的 投標(biāo)保證格式。此類保證的金額和使用的貨幣應(yīng)予以規(guī)定，在所有情況下，擔(dān)保人應(yīng)令雇主滿意，如果已經(jīng)要求提交投標(biāo)保證，則沒有按 要求附有此類保證的投標(biāo)書將被拒絕。
Tenderers should be advised of the period of validity which is required for the tender security, and the events which will entitle the employer to call the security. The terms reflected in the standard Form of Tender Security shown in Appendix I are as follows ；
雇主/工程師應(yīng)將規(guī)定的投標(biāo)保證的有效期，以及何種情況下雇主將有 權(quán)收繳投標(biāo)保證金通知給投標(biāo)人，附錄Ⅲ中的投標(biāo)保證標(biāo)準(zhǔn)格式列出的條件如下：
a. that it shall remain in full force and effect until the earliest of
a.投標(biāo)保證應(yīng)在下列日期中最早的日期之前保持完全有效：
i. [date], being [ ]days form [submission date], the date stipulated by the Authority for the submission of tenders , or any prolongation of such date above notified to the Authority by the Tenderer and the Surety in writing ；
ⅰ 從[提交日期]或當(dāng)局規(guī)定的提交投標(biāo)書的日期算起的[]天 的[日期]，或投標(biāo)人和擔(dān)保人書面通知給當(dāng)局（即：雇主--譯者注， 以下同）的對該日期延長的日期；
ii. in the event of acceptance of the Tender by the Authority, the date upon which the Tenderer provides a performance security to the Authority in accordance with the terms of the contract thereby made between them, or
ii. 在當(dāng)局接受了某個(gè)投標(biāo)書的情況下，該投標(biāo)人按雙方簽訂的合同條件向當(dāng)局提交履約保證的日期；
ⅲ the event of acceptance by the Authority of a tender for the Works from a third party, the date upon which such third party provides the relevant performance security.
ⅲ 如果當(dāng)局從第三方接受了對工程的投標(biāo)書，該第三方提交相關(guān) 履約保證的日期。
b. subject to this Bond being in full force and effect, the Surety shall pay the full amount specified in this Bond upon receipt of a written certificate from the Authority stating that
b. 在本保函仍完全有效的情況下，擔(dān)保人在收到當(dāng)局的說明下列情況 的證明后，應(yīng)支付保函中規(guī)定的全部金額：
i. the Tenderer has withdrawn his Tender during the validity of this Bond，or
i. 在本保函有效期間投標(biāo)人撤回了他的投標(biāo)書，或者；
ii. the Tenderer has failed to provide a performance security to the Authority in accordance with the terms of the contract between them upon acceptance of the Tender.
ⅱ .投標(biāo)人沒有按雙方簽訂的合同條件向當(dāng)局提交履約保證。
It is recommended that the period of validity of the security (Bond) shall equal the period of validity of the tender plus the time allowed for the tenderer to provide his performance security under the terms of the eventual Contract between the contractor and the employer* Tenderers should be advised that their tender securities will be returned to them as soon as the security is no longer in full force and effect as covered in sub-paragraph (a) above.
在此建議，履約保證（保函）應(yīng)等于投標(biāo)有效期加上允許投標(biāo)人按雇 主與承包商（即：中標(biāo)的投標(biāo)人--譯者注）之間簽訂的最終的合同提 交履約保證的時(shí)間。應(yīng)通知投標(biāo)人，當(dāng)他們的投標(biāo)保證如上面（a)中 所述不再有效之后，投標(biāo)保證將被盡快退還給他們。
The employer/engineer should select the type and amount of security most appropriate to the contract to he awarded. It is preferable that the amount of security should he stated as a specific sum rather than as a percentage of the tender price.
雇主/工程師應(yīng)選擇最適合于所授出的合同的投標(biāo)保證類型和金額。最 好將該保證金額規(guī)定為ー筆固定數(shù)額，而不要規(guī)定成投標(biāo)價(jià)格的百分 數(shù)。
Evaluation Criteria
評標(biāo)標(biāo)準(zhǔn)
The evaluation criteria, which will form the basis for the selection of the most advantageous tender, should be specified.
評標(biāo)標(biāo)準(zhǔn)將構(gòu)成選擇最有利的投標(biāo)的主要依據(jù)，所以應(yīng)當(dāng)明確規(guī)定
If a specific method of evaluation is to be used in selecting the successful tender，the method should be described in the instructions to tenderers.
如果評標(biāo)時(shí)使用某一具體評標(biāo)方法，則此方法應(yīng)在投標(biāo)人須知中說明。
While adjudication generally will be primarily on the basis of tender price，other factors which may be relevant include：
盡管對投標(biāo)書的裁定一般主要依據(jù)投標(biāo)價(jià)格，其他相關(guān)的因素還有：
- time for completion -suitability of technology
- 竣工時(shí)間 -技術(shù)的適合性
- life cycle costs of construction and plant
- 施工和設(shè)備的生命周期費(fèi)用
- environmental impact during the lifetime of the project
- 在項(xiàng)目使用期中對環(huán)境的影響
- avoidance of hazardous materials
- 對有害材料的避免
- quality and serviceability of plant
- 設(shè)備的質(zhì)M和性能
- project financing
- 項(xiàng)目融資
- operation and maintenance costs
- 運(yùn)行和維護(hù)費(fèi)用
These jactors shall he ? to the extent practicable i expressed in monetary terms or given a weight in the evaluation provision of the tender documents.
這些因素應(yīng)盡可能地用資金來表示，或在招標(biāo)文件的評標(biāo)規(guī)定中給予一個(gè)權(quán)重。
Performance Securities
履約保證
If a security (guarantee or bond )for performance is required, the type and terms should be specified in the conditions of contract. The terms should include the period of validity of the security t the procedure to be followed if the security is forfeit, arrangements for its release and the currency of any monetary transactions involved.
如果要求履約保證（保證書或擔(dān)保函），其類型和條件應(yīng)在合同條件中 予以規(guī)定。它的條件應(yīng)包括保證的有效期、沒收的采用的程序、退還 的安排、以及資金交易時(shí)所使用的貨幣。
Checklist
核對清單
The following checklist: is included to assist in the preparation of instructions to tenderers and shows subjects which should be covered ；
為幫助編制投標(biāo)人須知，給出下列核對清單，表明投標(biāo)人須知應(yīng)包括 的內(nèi)容：
- The language of the tender.
- 投標(biāo)書的語言。
- The number of copies of the tender that are required.
- 要求提交投標(biāo)書的份數(shù)。
- Which documents have to be filled in by the tenderer and returned by the submission date and which have to be signed,
- 哪些文件需要投標(biāo)人填寫并在提交日期之前送還，哪些文件需要
- The requirement for each tenderer to provide a power of attorney for the signature (s) to the tender.
簽字。
- Any special rules regarding treatment of taxes, duties and other fiscal matters in the tender.
- 要求每個(gè)投標(biāo)人為投標(biāo)書簽字提交一份授權(quán)書。
- Validity period of the tender.
- 關(guān)于在役標(biāo)中處理稅收、關(guān)稅以及其他財(cái)政ボ宜適用的特殊規(guī)則。
- Any documents other than those issued as part of the tender documents which the tenderer must include with his tender (e. g- technical description or drawings，proposed methods of construction 5 proposed environmental protection measurements, proposed programme, schedule of key staff, quality control).
- 投標(biāo)書有效期。
- Procedure for issuing addenda to the tender documents.
- 除作為招標(biāo)文件一部分的那些文件之外，投標(biāo)人還必須隨其投標(biāo) 書提交的任何文件（技術(shù)說明或圖紙、擬定的施工方法、擬定的 環(huán)保措施、擬定的進(jìn)度計(jì)劃、關(guān)鍵職員表、質(zhì)量控制等）。
- Procedure for dealing with queries raised by tenderers.
- 頒發(fā)招標(biāo)文件補(bǔ)遺的程序。
- Instructions for packing .labelling and addressing the tender (including a supply of standard labels if this is the practice of the employer).
- 處理投標(biāo)人提出的質(zhì)疑的程序。
- Procedure to be adopted for tenderers to inspect the site of the works.
- 關(guān)于投標(biāo)書的包裝、標(biāo)記以及地址書寫的指示（如果屬于雇主的慣常做法時(shí)，還包括提供標(biāo)準(zhǔn)的標(biāo)簽
- Procedure for inspecting any special documents not issued with the tender documents (e. g. site investigation reports), circumstances under which alternative offers may be submitted, confidentiality of tender documents.
- 投標(biāo)人勘查工程現(xiàn)場的程序。
- Procedure for the return of tender documents by unsuccessful tenderers (if required),
- 查閱沒有隨招標(biāo)文件一起頒發(fā)的任何特殊文件的程序（如現(xiàn)場勘測報(bào)告）。
- Procedure for dealing with requests for extension of time by tenderers.
- 可以提交投標(biāo)書替代方案的情況。
- Arrangements for the opening of tenders,
- 招標(biāo)文件的保密性。
- Procedure for dealing with arithmetic errors found in tenders during evaluation,
- 未中標(biāo)的投標(biāo)人退還招標(biāo)文件的程序（如果要求的話）。
- Rules relating to disqualification/rejection of tenders (e- g. late arrivals, altered figures, incomplete submissions and deviations).
- 處理投標(biāo)人的延期要求的程序
- Any unusual features of the particular tendering process.
- 開標(biāo)的安排。
- Information about the evaluation criteria
- 處理在評標(biāo)時(shí)發(fā)現(xiàn)的投標(biāo)書中運(yùn)箅錯(cuò)誤的程序。
3.1.4 Conditions of Contract
- 關(guān)于取消投標(biāo)資格/拒絕投標(biāo)書的規(guī)定（如遲到、更改數(shù)字、提交 文件不全、以及偏離要求等）。
The conditions of contract should be based on widely recognised conditions of contract such as “Conditions of Contract for Works of Civil Engineering Construction” and “Conditions of Contract for Electrical and Mechanical Works” published by FIDIC,
- 具體招標(biāo)過程中的任何特殊情況ö 評標(biāo)標(biāo)準(zhǔn)的說明。
These documents comprise ：
3. 1.4合同條件
Part 1 ： General Conditions (and Preamble, if applicable).
合同條件應(yīng)基于得到廣泛認(rèn)可的合同條件，如FIDIC出版的《土木工程施工合同條件》和《電氣與機(jī)械合同工程合同條件》。
Part II ： Conditions of Particular Application or Special Conditions.
這些文件包括：
Tender form.
第一部分：通用條件（以及序文，視情況而定）。
Agreement form
第二部分：專用合同條件或特殊條件。
If one of the above mentioned conditions is specified j guidance in its use is given in one of the following two publications “Guide to the use of FIDIC Conditions of Contract for Works of Civil Engineering Construction” and “Guide to the use of FIDIC Conditions of Contract for Electrical and Mechanical Works”
投標(biāo)書格式。
It should he noted that the conditions have been prepared to provide a fair sharing of responsibility and risk between employer and contractor and contain many interdependent clauses. They should therefore he adopted with as few alterations as possible.
協(xié)議書格式。
3.1. 5 Specification
如果規(guī)定了上述合同條件中的ー種，在下面的兩本書中的一本中給出 了它們的應(yīng)用指南，ー本是《FIDIC 土木工程施工合同應(yīng)用指南》，另一本是《FIDIC電氣與機(jī)械工程合同條件應(yīng)用指南》。
The specification will define the scope and technical requirements of the contract, including any requirements for training and the transfer of technology. The quality of materials and the standards of workmanship to be provided by the contractor must be clearly described, together with requirements for quality assurance to be performed by the contractor and the required safety ,health and environmental measures to be observed during the execution of the works, The extent, if any，to which the contractor will be responsible for the design of the permanent works should also be specified . Details should be included of samples to be provided and tests to be carried out by the contractor during the course of the contract, Any limitations on the contractor^ freedom of choice in the order, timing or methods of executing the work or sections of the works should be clearly set out and any restrictons in his use of the site of the works, such as interface requirements with other parts of the work, or provision of access or space for other contractors，should be given.
應(yīng)當(dāng)注意，編制合同條件是為了規(guī)定雇主和承包商公平地分擔(dān)責(zé)任和 風(fēng)險(xiǎn)，并包含許多相互關(guān)聯(lián)的合同條款。因而，在采用此類合同條件葉，應(yīng)盡可能少作更改。
The specification shall promote the broadest possible competition and as far as possible follow international standards such as those issued by ISO.
3. 1. 5規(guī)范
3.1.6 Drawings
規(guī)范應(yīng)規(guī)定合同的范圍和技術(shù)要求，包括任何培訓(xùn)和技術(shù)轉(zhuǎn)讓要求，承 包商提供的材料質(zhì)量和エ藝標(biāo)準(zhǔn)應(yīng)予以明確規(guī)定，同時(shí)還應(yīng)說明對承 包商執(zhí)行質(zhì)量保證的要求;要求承包商在工程施工期間遵守的安全、衛(wèi) 生和環(huán)保措施，承包商負(fù)責(zé)永久工程的設(shè)計(jì)范圍（如果負(fù)責(zé)的話）亦 應(yīng)在規(guī)范中明確規(guī)定，在規(guī)范中應(yīng)包括合同期內(nèi)承包商提供的樣品和 須做的試驗(yàn)的詳細(xì)規(guī)定，任何對承包商自由選擇工程或其區(qū)段實(shí)施的 順序、時(shí)間安排及其方法的限制應(yīng)明確列出。同時(shí)任何對現(xiàn)場使用的限 制（如：與工程其它部分接合部的要求或?yàn)槠渌邪烫峁┩ǖ阑蚩?間的要求）亦應(yīng)說明。
The drawings included in the tender documents should provide tenderers with sufficient detail to enable them, in conjunction with the specification and the bill of quantities ^ to make an accurate assessment of the nature and scope of the works included in the contract. The drawings should be listed in the specification.
規(guī)范應(yīng)最大限度地提倡競爭，并盡可能采用國際標(biāo)準(zhǔn)，如國際標(biāo)準(zhǔn)化 組織（ISO)頒布的標(biāo)準(zhǔn)。
3.1.7 Bill of Quantities/Schedule of Prices
3. 1. 6圖紙
The bill of quantities/schedule of prices should provide identifying descriptions and estimated quantities of work comprised in the execution of the works.
在招標(biāo)文件中包括的圖紙應(yīng)向投標(biāo)人提供詳細(xì)的資料，以便使他們在 參照規(guī)范和工程量清單的情況下能對合同中包含的工程的性質(zhì)和范圍作出準(zhǔn)確的估價(jià)。圖紙應(yīng)在規(guī)范中列出清單。
If the tenders are based on lump sums ^ a break-down of such sums into constituent parts should be provided by the tenderer,
3. 1.7工程量清單/價(jià)格表
3. 1. 8 List of Additional Information required from the Tenderers
工程量清單/價(jià)格表應(yīng)給出實(shí)施工程中包括的各項(xiàng)工作說明和相應(yīng)的 估算工程。
The employer/engineer should specify and additional information that tenderers arc required to submit with their tenders. To ensure completeness and uniformity between tenderers, a suitable form should be prepared and issued as part of the tender documents.
如果投標(biāo)是基于包干總價(jià)，投標(biāo)人應(yīng)提供該包干總價(jià)分解為各組成部 分的單價(jià)。
Information should not be sought on matters which affect neither the evaluation of tenders nor the subsequent contract.
3. 1. 8要求投標(biāo)人提供的附加資料清單
hi order to assist the employer in forward budgeting, tenderers may he requested to provide with the tender an estimate of disbursements (excluding provisional sums) to he made by the employer during the period of the contract. The instructions should state the periods to he adopted for this estimate.
雇主/工程師應(yīng)說明要求投標(biāo)人隨他們的投標(biāo)書一起提交的任何附加 資料。為了確保附加資料的完整性和投標(biāo)人之間一致性，應(yīng)編制ー個(gè)適當(dāng)?shù)母郊淤Y料表，并作為招標(biāo)文件的一部分頒發(fā)。
The estimates of cash flow will not become part of the contract as the figures may have to he reviewed and adjusted as the work proceeds. Expenditure tinder provisional sums will affect the figures, and so also will changes in the source of supply of goods and modifications to the programme or the extent of the works.
雇主/工程師不應(yīng)要求投標(biāo)人提供與評標(biāo)和隨后的合同無關(guān)的資料。
Depending on the particular requirements of a project^ such additional information may include some of the following:
為了有助于雇主制訂預(yù)算，可要求投標(biāo)ん隨他們的投標(biāo)書一起提交一 份在合同期內(nèi)雇主將支付他們款項(xiàng)的估算書（臨時(shí)預(yù)支款除外）。在技 標(biāo)人須知中應(yīng)說明姑算采用的時(shí)間段。
- Tenderer’s organisation for executing the contract.
現(xiàn)金流量估算書將不構(gòu)成合同的一部分，因?yàn)楣浪銛?shù)字可能隨工程的 進(jìn)展而需進(jìn)行審查和調(diào)整，臨時(shí)預(yù)支款下的開支將影響估算數(shù)字，同 時(shí)，供貨渠道的變動(dòng)以及工程進(jìn)度或范圍的修改也會(huì)影響此類估算數(shù)字。
- Tender programme for execution of the works.
根據(jù)項(xiàng)目的具體要求，此類附加資料可包括下列內(nèi)容中的一些:
- Breakdown oj prices.
- 投標(biāo)人執(zhí)行合同的組織。
- Estimates of cash flow.
- 標(biāo)為實(shí)工程所定的進(jìn)度計(jì)劃。
- List of proposed major subcontractors, together with details of those parts of the works which the tenderer would propose to subcontract.
- 價(jià)格分解。
- Details of key staff who would he employed on the project.
- 現(xiàn)金流量估算書。
- Proposed sureties for performance securities.
- 擬使用的分包商的清單，以及投標(biāo)ん準(zhǔn)備分包出去的那部分工程 的詳細(xì)情況。
- Proposal for accommodation of contractor1 s employees.
- 將雇用于項(xiàng)目的關(guān)鍵職員的詳細(xì)情;兄。
- Projected build-up of labour on site, both Local and foreign.
- 擬定的履約保證的擔(dān)保人。
- Contractor s estimated electrical power requirements on site.
- 承包商雇員食宿的建議書。
- List of construction equipment proposed.
- 現(xiàn)場勞務(wù)人員的構(gòu)成，包括當(dāng)?shù)氐暮蛧獾摹?br />
- Update of prequalification information j e. g. financial status and projects in hand.
- 承包商估計(jì)在現(xiàn)場所需的電量。
The list is not exhaustive. It should he clearly stated which items form part of the evaluation and which items are to be incorporated into the contract,
- 建議使用的施工設(shè)備清單。
3. 2 Issue of Tender Documents
- 對資格預(yù)審中提供的資料的更新，如：財(cái)務(wù)狀況和現(xiàn)有的項(xiàng)目。
Tender documents should be issued by the employer/engineer to those firms who have been selected to tender.
這個(gè)清單并不全面，應(yīng)清楚地說明，哪些項(xiàng)構(gòu)成評標(biāo)時(shí)的因素，哪些 項(xiàng)將編入合同中。
If a charge for documents Ls to he raised, issue should only he made against payment.
3.2頒發(fā)招標(biāo)文件
As an alternative to postings or despatching by other means, tenderers should always be given the option of collecting tender documents from the employer/engineer on the due despatch date. Tenderers should he asked whether they wish to collect the documents and instructed as to the time and place for collection.
招標(biāo)文件應(yīng)由雇主/工程師頒發(fā)給那些通過資格預(yù)審的公司。
3.3 Visit to Site by Tenderers
如果規(guī)定招標(biāo)丈件收費(fèi)，則僅當(dāng)?shù)玫礁犊詈蟛庞枰灶I(lǐng)發(fā)。
Visits to the site of the works should be arranged with the employer/ engineer as laid down in the instructions to tenderers.
除了郵寄或其它方式的發(fā)送之外，始終應(yīng)允許投標(biāo)人可以在須發(fā)招標(biāo)文件之日期去到業(yè)主/工程師處領(lǐng)取招標(biāo)文件。應(yīng)詢問投標(biāo)人他們是否愿意去領(lǐng)取文件，并通知他們領(lǐng)取的時(shí)間和地點(diǎn)。
The primary purpose of the visit is to enable each tenderer to inspect the site and obtain all relevant information required for the preparation of his tender.
3.3投標(biāo)人現(xiàn)場考察
Tenderers should he advised of the probable duration of the visits the period during which the visit may he made and the maximum number of persons from each tenderer allowed to participate.
對工程現(xiàn)場的考察，應(yīng)按投標(biāo)人須知中的規(guī)定，與雇主/工程師一起安 排。
The arrangements for the site visit should he determined so that equal opportunities are open to all tenderers. The visit should take place at approximately the end of the first half of the tender period and should include a tenderer^ conference,
考察的主要的目的是，能夠使每個(gè)投標(biāo)人查看現(xiàn)場，并獲得編標(biāo)所需 的一切有關(guān)資料。
Tenderers should make their own travelling arrangements and hear the costs, including fares, accommodation and subsistence and they should he advised of this in the instructions to tenderers.
應(yīng)通知投標(biāo)人考察可能多長時(shí)間，進(jìn)行考察的暫定期間，以及允許每個(gè)投標(biāo)人參加考察的最多人數(shù)。
It is the responsibility of the employer/engineer to make only those arrangements necessary for the actual inspection of the site.
決定現(xiàn)場考察的安排時(shí)，應(yīng)能使所有投標(biāo)人都能得到平等的機(jī)會(huì)?？疾?時(shí)間應(yīng)大致定于投標(biāo)期限剛過一半時(shí)開始。在考察期間還應(yīng)召開一次投標(biāo)人會(huì)議。
The employer/engineer should make a record of tenderers representatives visiting the site.
投標(biāo)人的旅行應(yīng)自行安排，費(fèi)用自負(fù)，包括車票、食宿、補(bǔ)助等費(fèi)用 這些都應(yīng)在投標(biāo)人須知中通知投標(biāo)人。
The employer I engineer may require tenderers visiting the site to indemnify the employer/engineer against any claims for damage^ injury or death as a result of the visit.
雇主/工程師僅應(yīng)負(fù)責(zé)現(xiàn)場實(shí)地考察所需的必要安排，雇主/工程師應(yīng) 對參加現(xiàn)場考察的投標(biāo)人代表加以記錄。
3.4 Tenderers’ Queries
雇主/工程師應(yīng)要求參加考察現(xiàn)場的投標(biāo)人保障雇主/工程師免遭因現(xiàn)場考察引起損害、人身傷亡所招致的索賠。
Tenderers’ queries can be handled by correspondence or by tenderers’ conference or by a combination of these methods.
3.4投標(biāo)人的質(zhì)疑
The intended method or methods should be described in the instructions to tenderers.
處理投標(biāo)人的質(zhì)疑可采用信函答復(fù)方式，或召開投標(biāo)人會(huì)議的方式，或 同時(shí)采用兩者，準(zhǔn)備采用的方式應(yīng)在投標(biāo)人須知中說明。
Correspondence Method
信函來往方式
Any tenderer requiring clarification of the tender documents should submit his queries to the employer/engineer in writing.
任何要求澄清招標(biāo)文件的投標(biāo)人應(yīng)將其冋題書面遞交給雇主/工程師。
The employer/engineer should prepare and despatch written replies to queries. These replies, together with the text of the queries should be issued to all tenderers without quoting the source of the queries, and the tenderers should be required to acknowledge receipt of the information.
雇主/工程師應(yīng)解答這些問題，并將書面解答發(fā)送給投標(biāo)人。這些解答 以及原問題應(yīng)發(fā)送給所有的投標(biāo)人，但不應(yīng)說明問題的來源，應(yīng)要求 投標(biāo)人復(fù)函說明收到有關(guān)資料。
Tenderers should be instructed that queries will not be accepted by the employer/engineer unless received 28 days before the date for submission of tenders.
雇主/工程師應(yīng)向投標(biāo)人說明，在規(guī)定的投標(biāo)書提交日期之前二十八天 之后收到的問題概不答復(fù)。
Replies to queries should, where appropriate, be issued as addenda to the tender documents.
如果需要的話，對質(zhì)疑的解答應(yīng)作為招標(biāo)文件的補(bǔ)遺頒發(fā)給投標(biāo)人。
Tenderers’ Conference Method
投標(biāo)人會(huì)議方式
With the conference method，queries from the tenderers to the employer/engineer are dealt with at a tenderers1 conference arranged by the employer/engineer to take place at the time of the site visit.
如果采用召開投標(biāo)人會(huì)議的方式，則投標(biāo)人向雇主/工程師提出的質(zhì)疑 應(yīng)由雇主/工程師在現(xiàn)場考察期間安排的投標(biāo)人會(huì)議上解答。投標(biāo)人的質(zhì)疑應(yīng)是書面的，并應(yīng)說明提出的問題的單位。
Tenderers’ queries should be in writing and should identify the party raising the query.
雇主/工程師應(yīng)盡可能在會(huì)議上對問題作出口頭解答。
As far as possible oral answers should be given by the employer/engineer during the conference.
在會(huì)議之后的合理時(shí)間內(nèi)，雇主/工程師應(yīng)向所有投標(biāo)人（不管他們是 否與會(huì)）發(fā)送記錄問題與解答的整套會(huì)議紀(jì)要。如果需要的話，應(yīng)將此 類問題與解答作為招標(biāo)文件的補(bǔ)遺來頒發(fā)。
Within a reasonable time after the conference, the employer/engineer should send all tenderers, whether present at the conference or not, a full set of minutes recording both the queries and formal replies. Where appropriate, an addendum to the tender document should be issued.
投標(biāo)人收到會(huì)議紀(jì)要之后應(yīng)給業(yè)主/工程師復(fù)函，說明收到該資料。
Receipt of the minutes should be acknowledged by the tenderers.
每個(gè)投標(biāo)人參加會(huì)議的代表人數(shù)應(yīng)限制在ニ〜三名。
Representation from each tenderer should be limited to two or three persons at the conference.
3. 5招標(biāo)文件補(bǔ)遺
3. 5 Addenda to Tender Documents
當(dāng)頒發(fā)補(bǔ)遺時(shí)，為了查閱方便，每項(xiàng)補(bǔ)遺應(yīng)編有序號(hào)，并包含有ー個(gè)回執(zhí)條，這一回執(zhí)條應(yīng)由投標(biāo)人簽字，并立即發(fā)還給雇主/工程師。
Each addendum should, when issued, carry a serial number for reference purposes and contain a receipt slip which should be signed by the tenderers and returned immediately to the employer/engineer.
補(bǔ)遺應(yīng)本身完整，不能依賴投標(biāo)人去理解其中隱含的意思，并根據(jù)自己的猜測來斷定招標(biāo)文件是否要作出其它相應(yīng)的變更。
Addenda should be complete in themselves and should not rely on tenderers having to appreciate the implications and decide whether other changes to the documents are required as a consequence.
補(bǔ)遺構(gòu)成招標(biāo)文件的一部分。
Addenda become part of the tender documents.
在招標(biāo)期間，有可能必須對招標(biāo)文件進(jìn)行解釋、修改、增加或刪減。這些應(yīng)根據(jù)上述的程序通如給投標(biāo)人。
It is possible that explanations, revisions, additions or deletions to the tender documents may be necessary during the tender period and these should he notified in accordance with the procedure shown above.
如果可能的話，雇主/工程師應(yīng)避免在招標(biāo)期f艮的后期階段領(lǐng)發(fā)補(bǔ)遺。
The employer/engineer should avoids if possible, the issue of addenda during the latter part of the tender period. If unavoidable, the employer / engineer should consider extending the tender period to allow tenderers a reasonable time for their incorporation. It should also he remembered that changes of a minor' nature can usually he dealt with in discussions with the selected tenderer prior to award.
如果不可避免的話，雇主/工程師可考慮將投標(biāo)期限延長，以給予投標(biāo) 人一合理的時(shí)間，讓他們在其投標(biāo)中對招標(biāo)文件補(bǔ)遺予以考慮。同時(shí)應(yīng) 當(dāng)記住，對于無關(guān)緊要的小變動(dòng)，常?？梢栽谑谟韬贤巴ㄟ^與選 定的投標(biāo)人商榷的方式來處理。
The tender period should not he extended unless the circumstances are exceptional. In considering the need for extensions which might arise, either as the result of major amendments to the tender documents or as a direct request from one or more tenderers ^ the following criteria should be applied :
除非情尤特殊，否則，投標(biāo)期限一般不予延長。在考慮可能出現(xiàn)的延期 需要時(shí)，不管是由于招標(biāo)文件作了重大修改，或是由于ー個(gè)或更多投 標(biāo):人的要求而致，均需按下列標(biāo)準(zhǔn)來判斷是否予以延期：
- Is there a convincing reason for granting an extension?
- 延期的理由充分嗎？
- Would the refusal of an extension reduce the number of tenders to he submitted?
- 括絕延期將影響到提交的投標(biāo)書的數(shù)量嗎？
- Would an extension give preferential treatment to those tenderers who are unable to meet the original tender submission dated?
延期是否讓些本不能按原定提交投標(biāo)書日期提交其投標(biāo)書的投標(biāo) 人從中獲益？
- Would an extension create unacceptable delay to the project programme?
延期是否對項(xiàng)目進(jìn)度計(jì)劃導(dǎo)致不可接受的拖延？
3. 6 Submission and Receipt of Tenders
3.6投標(biāo)書的提交與接收
It is the responsibility of tenderers to ensure that their tenders are delivered to the employer/engineer by the due submission date and time, properly signed by authorised signatories.
投標(biāo)人有責(zé)任確保他們投標(biāo)書在規(guī)定的提交日期和時(shí)間之前交送給雇 主/工程師，并由授權(quán)的簽字人正式簽字。
Tenderers should be instructed to return their tenders double-wrapped in plain envelopes or packages using pre-addressed labels provided by the employer/engineer. The labels should identify the particular tender and should carry a code to enable the employer/engineer to identify the tenderer (for example t for use in the event of late tenders having to be returned unopened), Labels should preferably be distinctive and carry the words 4*Tender Document-To remain sealed until official opening”.
應(yīng)指示投標(biāo)人，在提交投標(biāo)書時(shí)，要使用雙S普通信封或封套，并將 雇主/工程師提供的が先寫好地址的標(biāo)簽貼在上面，標(biāo)簽應(yīng)能標(biāo)明所涉 及的投標(biāo)，并應(yīng)有一編碼，以便雇主/工程師能夠看出是哪位投標(biāo)人的 投標(biāo)書（如：在役標(biāo)書遲到，不得不在不啟封的情況下退還給投標(biāo)人 時(shí)，這種做法就很有用），標(biāo)簽最好醒目，并標(biāo)有“投標(biāo)文件---正式開標(biāo)示前不得啟封”的字樣。
The employer/engineer should mark all tenders with the time and date of receipt and ensure that they are kept secure and unopened until the date and time appointed for the official opening.
雇主/工程師應(yīng)在投標(biāo)書上記下收到的時(shí)間和日期，并確保投標(biāo)書安 全，以及在正式開標(biāo)指定的日期和時(shí)間之前不被啟封。
If tenders are delivered by hand. Tenderers should obtain a receipt from the employer/engineer recording the date and time of delivery.
如果投標(biāo)書是派人專送的，投標(biāo)人應(yīng)從雇主/工程師處獲得一收據(jù)，上 面寫有送交的時(shí)間和日期。
Tenders received after the appointed time should be immediately returned, unopened, to tenderers, accompanied by an explanatory letter giving the date and time of receipt.
雇主/工程師不應(yīng)啟封在規(guī)定的時(shí)間之后收到的投標(biāo)書，并應(yīng)立即將其退還投標(biāo)人，同時(shí)附上--說明函，說明坆到的日期和時(shí)間。
