ISO 10845-2:2020

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 2020
© ISO 2020
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ii © ISO 2020 – All rights reserved

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
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

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.
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.
vi © ISO 2020 – All rights reserved

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 a
...