-
Unit 1 the
owner
’
s perspective
第
1
p>
单元业主的观点
1.2 Major Types of
Construction
1.2
大建筑类型
Since most owners are generally
interested in acquiring only a specific type of
constructed facility, they should be aware of the
common
industrial practices for the
type of construction pertinent to them [1].
Likewise, the construction industry is a
conglomeration of quite
diverse
segments and products. Some owners may procure a
constructed facility only once in a long while and
tend to look for short term
advantages.
However ,many owners require periodic acquisition
of new facilities and/or rehabilitation of
existing facilities. It is to their
advantage
to
keep
the
construction
industry
healthy
and
productive.
Collectively,
the
owners
have
more
power
to
influence
the
construction industry than they realize
because, by their individual actions, they can
provide incentives for innovation, efficiency
and
quality
in
construction
[2].
It
is
to
the
interest
of
all
parties
that
the
owners
take
an
active
interest
in
the
construction
and
exercise
beneficial
influence on the performance of the industry.
由于大多数业主通常只对获得特定类型的建筑设施感兴趣,所以他们应该了
解与他们有关的建筑类型的常见工业实践
[1]
。同样,建筑行
业是一个相当多样化的部门和产品的集团。一些业主可能会长时间
采购建筑设施一次,并
倾向于寻找短期优势。然而,许多业主需要定期收购新设施和
/
或修复现有设施。保持建筑业的健康和生
产力是有利的。总的来说,业主对施工行业的影
响力比他们意识到的要大,因为他们可以通过个人行动来提供创新,效率和施
工质量的激
励
[2]
。所有各方的利益,业主积极兴趣,对行业表现有利影
响。
In
planning
for
various
types
of
construction,
the
methods
of
procuring
professional
services,
awarding
construction
contracts,
and
financing the
constructed facility can be quite different. For
the purpose of discussion, the broad spectrum of
constructed facilities may
be
classified into four major categories, each with
its own characteristics.
在规划各类施工时,采购专业服务
,授予施工合同,建设设
施融资方式可能有很大的不同。
p>
为了讨论的目的,广泛的建筑设施可以分为四个主要类别,每个类别都有自己的特点。
Residential Housing
Construction
住宅建设
Residential
housing
construction
includes
single-family
houses,
multi-family
dwellings,
and
high-rise
apartments
[3].
During
the
development and construction of such
projects, the developers or sponsors who are
familiar with the construction industry usually
serve
as surrogate owners and take
charge, making necessary contractual agreements
for design and construction, and arranging the
financing
and
sale
of
the
completed
structures
[4].
Residential
housing
designs
are
usually
performed
by
architects
and
engineers,
and
the
construction
executed
by
builders
who
hire
subcontractors
for
the
structural,
mechanical,
electrical
and
other
specialty
work.
An
exception to this pattern
is for single-family houses as is shown in Figure
1-2, which may be designed by the builders as
well.
The residential housing market is
heavily affected by general economic conditions,
tax laws, and the monetary and fiscal policies of
the
government. Often, a slight
increase in total demand will cause a substantial
investment in construction, since many housing
projects can
be started at different
locations by different individuals and developers
at the same time [5]. Because of the relative ease
of entry, at least
at
the
lower
end os
the
market,
many
new
builders are
attracted
to
the
residential housing
construction.
Hence,
this
market
is
highly
competitive, with
potentially high risks as well as high rewards.
住宅建设包括单户住房,多户住宅和高层公寓
[3]
< br>。在开发和建设这
些项目时,熟悉建筑行业的开发商或赞助商通常作为代理业主,
负责设计和建造的必要合同协议,并安排完成的建筑物的融资
和销售
[4 ]
。住宅设计通常由建筑师和工程师进行,建筑师由结构,机械,电气和其他
专业工作的分包商执行施工。这种模式的
一个例外是单户住宅,如图
1-2
所示,也可以由建设者设计。
住房市场受到一般经济状况,税法以及政府货币和财政政策的严重影响。通常,总需求略有增加将对建设进行 大量投资,因为
许多住房项目可以在不同的地点由不同的个人和开发商同时启动
[5]
。由于入口相对容易,至少在市场上较低端,许多新建筑商
被吸引到住宅房屋建设中。因此,这个市场竞争激烈,风险高,回报率高。
Institutional
and
commercial
building
construction
encomprasses
a
great
variety
of
project
types
and
sizes,
such
as
schools
and
universities,
medical
clinics
and
hospitals,
recreational
facilities
and
sports
stadiums,
retail
chain
stores
and
large
shopping
centers,
warehouse
and
light
manufacturing
plants,
and
skyscrapers
for
offices
and
hotels,
as
is
shown
in
Figure1-3
[6].
The
owners
of
such
buildings
may
or
may
not
be
familiar
with
construction
industry
practices,
but they
usually
are
able
to
select
competent
professional
consultants and
arrange the financing of the constructed
facilities themselves. Specialty architects and
engineers are often engaged for
designing a specific type of building,
while the builders or general contractors
undertaking such projects may also be specialized
in only
that type of building.
机构和商业建筑施工包括各种各样的项目类型和规模,如学校和大学,医疗诊所和医院,娱乐设施和体育场< /p>
馆,零售连锁店和大型购物中心,仓库和轻工厂,以及办公室的摩天大楼
< br>
和酒店,如图
1-3
所示
p>
[6]
。
这些建
筑物的业主可能
对建筑行业的做法有所了解,也可能不熟悉,但他们通常可以选择合格的
专业顾问,并安排自己的设施融资。
专业建筑师和工
程师经常参与设计特定类型的建筑物,而进行这些项目的建筑商或总承包商也可能仅专门从事这种
类型的建筑物。
Because of the
higher costs and greater sophistication of
institutional and commercial buildings in
comparison with residential housing,
this market segment is shared by fewer
competitors [7]. Since the construction of some of
these buildings is a long process which once
started
will
take
some
time
to
proceed
until
completion,
the
demand
is
less
sensitive
to
general
economic
conditions
than
that
for
speculative housing. Consequently, the
owners may confront an oligopoly of general
contractors who compete in the same market. In an
oligopoly
situation, only
a
limited
number
of
competitors exist,
and
a
firm
’
s
price
for
services
may
be
based
in
part
on
part
on
its
competitive strategies
in the local market.
由于与住宅相比,机构和商业建筑的成本较
高,复杂程度更高,这一市场细分受竞争对
手的影响较小
[7]
。
由于一些这些建筑物的建设是一个
漫长的过程,一旦开始,将需要一些时间才能完成,所以对总体经济状
况的要求比投机性
住房要低。
因此,业主可能面对在同一市场上竞争的总承包商的寡头垄断。
在寡头垄断的情况下,只有有
限数量的竞争对手存在,企业的服
务价格可能部分取决于其在当地市场的竞争战略。
Specialized Industrial
Construction
专业工业建筑
Specialized industrial construction
usually involves very large scale projects, with a
high degree of technological complexity, such as
oil
refineries,
steel
mills,
chemical
processing
plants
and
coal-fired
or
nuclear
power
plants,
as
is
shown
in
Figure1-4
[8].
The
owners
usually are deeply involved in the
development of a project, and prefer to work with
designers-builders such that the total time for
the
completion of the project can be
shortened. They also want to pick a team of
designers and builders with whom the ownerhas
developed
good working relations over
the years.
专项工业建设通常涉及非常大规模的项目,如炼油厂,炼钢厂,化
工厂,燃煤或核电厂等技
术复杂程度高,如图
1-4
所示
[8]
。
业主通常深深地参与项目的开发,更愿意与设计师建设者合作,缩短项目完工时间。
他们
还想选择一些设计师和建筑师,多年来,业主
与他们建立了良好的工作关系
Although the
initiation of such projects is also affected by
the state of the economy, long range demand
forecasting is the most important
factor since such projects are capital
intensive and require considerable amount of
planning and construction time
这样的项目的启动也
受到经济状况的影响,长期需求预测是最重要的因素,因为这些项目是资本密集型的,需
要大量的规划和施工时间
Governmental
regulation such as the rulings of the
Environmental Protection Agency and the Nuclear
Regulatory Commission in the
United
States can also profoundly influence decisions on
these projects.
美国环境保护局和核管理委员会的裁决等政府法规也可
以深
刻影响这些项目的决策。
Infrastructure and Heavy
Construction
基础设施和重型建筑
Infrastructure
and
heavy
construction
includes
projects
such
as
highways,
mass
transit
systems,
tunnels,
bridges,
pipelines,
drainage
systems and sewage
treatment plants, as is shown in Figure1-5. Most
of these projects are publicly owned and therefore
financed either
through bonds or taxes.
This category of construction is characterized by
a high degree of mechanization, which has
gradually replaced
some labor intensive
operations.
基础设施和重型建筑包括公路,公共交通系统,隧道,桥梁,管
道,排水系统和污水处理厂等项
目,如图
1-5
所示。
这些项目大部分是公有的,因此通过债券或税收来资助。
p>
这类建设的特点是机械化程度高,逐渐取代了
一些劳动密集型行业。
The
engineers
and
builders
engaged
in
infrastructure
construction
are
usually
highly
specialized
since
each
segment
of
the
market
requires different
types of skills [10]. However, demands for
different segments of infrastructure and heavy
construction may shift with
saturation
in
some
segments.
For
example,
as
the
available
highway
construction
projects
are
declining,
some
heavy
construction
contractors quickly move their work
force and equipment into the field of mining where
jobs are available.
从事基础设施建设的工程师
< br>和建设者通常是高度专业化的,因为市场每个部分都需要不同类型的技能
[10]
。
然而,对不同部门的基础设施和重
型施工的需
求可能会随着部分地区的饱和而改变。
例如,
随着可用的公路建设项目正在下降,
一些重
型施工承包商迅速将其劳动力和设备
转移到有工作的矿业领域。
Unit2 Organizing for
Project Management
第
2
单元组织项目管理
Section 1 What
is Project Management?
第
1
节什么是项目管理?
The management of construction projects
knowledge of modern management as well as an
understanding of the design and construction
process. Construction projects have a
specific set of objectives and constraints such as
a required time frame for completion. While the
relevant technology, institutional
arrangements or processes will differ, the
management of such projects has mush in common
with the
management
of
similar
types
of
projects
in
other
specialty
or
technology
domains
such
as
aerospace
,
pharmaceutical
and
energy
develo
pments.
施工项目管理现代管理知识,了解设计施工过程。
建设项目有一套具体的目标和制约因素,如完成所需的时间框
架。
虽然相关技术,制度安排或过程将有所不同,但这些项
目的管理与其他专业或技术领域(如航空航天,制药和能源开发)
类似项目的管理情况相
同。
Generally, project
management is distinguished from the general
management of corporations by the mission-oriented
nature of a project .
A project
organization will generally be terminated when the
mission is accomplished. According to the Project
Management Institute,
the discipline of
project management can be defined as follows
一般来说,项目管理与项目总体管理区别于项目的任务性质。
任务
完成后,项目组织通常会被终止。
据项目管理研究所介绍,项目管理学科可以定义如下
Project
management
is
the
art
of
directing
and
coordinating
human
and
material
resources
throughout
the
life
of
a
project
by
using
modern management
techniques to achieve predetermined objectives of
scope, cost, time, quality and participation
satisfaction.
项目管
理是通过使用现代管理技术实现项目范围,成本,时间,质量和参与满意度的预定目标,在项目整个生命周期内
指导和协调人
力和物力资源的艺术。
By
contrast,
the
general
management
of
business
and
industrial
corporations
assumes
a
broader
outlook
with
greater
continuity
of
operations[4].Nevertheless, there are
sufficient similarities as well as difference
between the two so that modern management
techniques
developed for general
management may be adapted for project management.
相比之下,商业和工业企业的总体管理具有更广阔的
前景,具有更大的运营连续性
[4]
。然而,两
者之间存在足够的相似性和差异性,因此为一般管理开发的现代管理技术可能会适
应
p>
项目管理。
The
basic
ingredients
for
a
project
management
framework
may
be
represented
schematically
in
Figue2-1.
A
working
knowledge
of
general management and
familiarity with the special knowledge domain
related to the project are indispensable.
Supporting disciplines
such
as
computer
science
and
decision
science
may
also
play
an
important
role.
In
fact,
modern
management
practices
and
various
special knowledge
domains have absorbed various techniques or tools
which were once identified only
with
the supporting discipline
For example, computer-based information
systems and decision support systems are nom
common-place tools for general management.
Similarly,
many
operations
research
techniques
such
as
linear
programming
and
network
analysis
are
now
widely
used
in
many
knowledge
or
application
domains[6].
Hence,
the
representation
in
Figure
2-1
reflects
only
the
sources
from
which
the
project
management framework evolves.
项目管理框架的基本要素可以在图
2-1
中示意性地表示。
一般管理的工作知识和熟悉与项目相
关的专门知识领域是不可或缺的。
支持计算机科学和决策科学等学科也可能发挥重要作用。
p>
事实上,现代管理实践和各种特
殊知识领域已经吸收了一些曾经被认
定为辅助学科的技术或工具。例如,基于计算机的信息系统和决策支持系统是普通管理的
常用工具。
类似地,许多操作研究技术如线性规划和网络分析
现在已被广泛应用于许多知识或应用领域
[6]
。
因此,图
2-1
中
的代表只反映了项目管理框架发展的来源。
Specifically,
project
management
in
construction
encomprasses
a
set
of
objectives
which
may
be
accomplished
by
implementing
a
series of operations subject to
resource constraints There are Potential conflicts
between the stated objectives with regard to
scope, cost,
time and quality, and the
constraints imposed on human, material and
financial resources. These conflicts should be
resolved at the onset
of a project by
making the necessary tradeoffs or creating new
alternatives.
具体来说,
项目管理在建设中将
会实现一系列目标,
这些
目标可以通过实施资源约束的一系列操
作来实现。在范围,成本,时间和质量以及对人类的限制之间存在潜在的冲突。
物质和
财力。
这些冲突应在项目开始时通过作出必要的权衡或创造新的替代方案来解决。
Subsequently, the function of project
management for construction generally include the
following
其后,
施工项
目管理功能一般包括
以下内容
1.
Specification of project objectives and plans
including delineation of scope, budgeting,
scheduling, setting performance requirements,
and selecting project participants.
2.
Maximization
of
efficient
resource
utilization
through
procurement
of
labor,
materials
and
equipment
according
to
the
prescribed
schedule and plan[8].
3.
Implementation
of
various
operations
through
proper
coordination
and
control
of
planning,
design,
estimating,
contracting
and
construction in the
entire process [9]. 4. Development of effective
communication and mechanisms for resolving
conflicts among the
various
participants.
1.
项目目标和计划的规范,包括范围划分,预算编制,时间安排,设定绩效要求以及选择项目参与者。
2.
根据规定的时间表和计划,通过采购劳动力,
材料和设备来最大限度地提高资源利用效率
3.
通过对整个过程中的规划,设计,估计,承包和施工进行适当协调和控制,实施各种业务
4.
开展有效的沟通和解决各参与者
之间冲突的机制
。
The Project
management Institute focuses on nine distinct
areas requiring project management knowledge and
attention:
1. Project
integration management to ensure that the various
project elements are effectively coordinated.
2. Project scope management
to ensure that all the work required(and only the
required work )
is
included.
3. Project time
management to provide an effective project
schedule .
4.
Project
cost
management
to
identify
needed
resources
and
maintain
budget
control
.
5.
Project
quality
management
tu
ensure
functional
requirements are met .
6.
Project human resource management to development
and effectively employ project personnel .
7. Project communications
management to ensure effective internal and
external communications .
8. Project risk management to analyze
and mitigate potential risks .
9. Project procurement management to
obtain necessary resources from external sources .
项目管理研究所重点关注需要项目管理知识和注意力的九个不
同领域:
1.
项目整合管理,确保各
项目要素得到有效协调。
2.
项目范
围管理,以确保所需的所有工作(仅需要工作)
。
3.
项目时间管理提供有效的项目进度。
4.
项目成本管理,以确定所需资源并维持预算控制。
5.
项目质量管理保证功能要求得到满足。
6.
开展人力资源管理,有效聘用项目人员。
7.
项目沟通管理,以确保有效的内
部和外部沟通。
8.
项目风险管理,
分析和减轻潜在风险。
9.
从外部来
源获得必要资源的项目采购管理。
These nine
areas form the basis of the Project Management
Institute
’
s certification
program for project managers in any industry .
这九
个领域是项目管理研究所对任何行业项目经理的认证计划的基础。
Unit5
Bidding and Tendering of Construction P
rojects
第
5
单元建设项目招投
标
Section 1 Bidding
Procedure of Construction
Projects
建设项目招标程序
The implementing agencies of borrowing
countries can use a variety of procurement methods
on World Bank-financed projects.(
在世界
银行贷款项目中借款国的执行机构可以利用各种的采购方法。
)
The method
selected depends on a number of factors including
the type of goods or services being procured ,the
value of the goods or
services being
procured, the potential interest of foreign
bidders and even the cost of the procurement
process itself. (
方法的选择取决于
很多因
素,包括商品或服务采购的类型,商品或服务的价值的外购,外国竞标者的潜在利益乃至整个采购过程本身的成本
)
The overall
objective of the guidelines how to select
procurement methods is to allow borrowing
countries to buy high quality goods and
services
as
economically
as
p
ossible.(
如何选择采购方式总体目标的指引是允许借款的国家尽可能经济地购
买高质量的商品和服
务
)
In the World
Bank
’
s experience, this
objective is best achieved through transparent,
formal competitive bidding. (
在世界银行的经验,<
/p>
这个目标的实现最好的方法是通过透明的,正式的竞标。
)
For the procurement of
equipment and civil works, International
Competitive Bidding (ICB) is the procurement
method the World Bank
encourage its
borrowers to use in the majority of cases(
< br>对设备及土建工程采购,在大多数情况下世界银行鼓励借款人使用国际竞争
性招标
(
ICB
)采购方法。
).
Under ICB,
cost is the primary factor in determining a
winning
bid.
(在国际上,成本是决定中标的主要因素。
)
Other methods
for procuring goods and civil works include
Limited International Bidding, National
Competitive Bidding, International
Shopping, and Direct Contracting.(
采购产品和土建工程的其他方法包括有限国际招标,
国内竞争性招标,
p>
国际购物,
并直接承包
)
This section
outlines the bidding process of International
Competitive
Bidding.(
本节概述了国际竞争性招标投标过程。
)
通知给所有合格的潜在投标人,并为他们提供对所需货物和
工程进行投标的平等机会。
)
Notification
(发布招标公告)
Timely
notification of bidding opportunities is essential
in competitive bidding. For projects which include
procurement on the basis of
ICB,
the
Borrower
is
required
to
prepare
and
submit
to
the
Bank
a
draft
General
Procurement
Notice.
The
Bank
will
arrange
for
its
publication in
Development Business (UNDB). The Notice shall
contain information concerning the Borrower (or
prospective Borrower),
amount and
purpose of the loan, scope of procurement under
ICB, and the name and address of the Borrower’s
agency responsible
for
procurement
and
the
address
of
the
Website
where
specific
procurement
notices
will
be
posted.
If
known,
the
scheduled
date
for
availability of prequalification or
bidding documents should be indicated. The
Borrower shall maintain a list of responses to the
notice.
Procurement Notice shall be
updated annually for all outstanding procurement.
及时通知投标的机会,是招标中必不可少的。包括对
招标采购基
础上的项目,借款人需准备和提交的银行汇票的总采购公告。银行将其发布在发展商业出版物(报)
。该通知应包含
有关借款人(或潜在的借款人)的信息,贷款金额和用途,在
招标采购范围的名称和地址,以及借款人负责采购的机构和网站
的地址刊登具体采购通告。如果已知的,预定的资格预审文件或招标文件的可用性日期应注明。借款人应保留一
份回应通知。
视情况而定所确定的资格预审文件或招标文件不得早于刊登总采购通知之日
八周后发放。一般采购通知应为每年所有优秀的采
购更新。
Prequalification of
Bidders
(资格预审)
This also ensures that invitations to
bid are extended only to those who have adequate
capabilities and resources. Prequalification may
also
be
useful
to
determine
eligibility
for
preference
for
domestic
contractors
where
this
is
allowed.
Prequalification
shall
be
based
entirely upon the capability and
resources of prospective bidders to perform the
particular contract satisfactorily, taking into
account their
(i)
experience
and
past
performance
on
similar
contracts
,
(ii)
capabilities
with
respect
to
personnel,
equipment,
and
construction
or
manufacturing
facilities,and (iii) financial position.(
资格预审是通常用于大型或复杂的工作,或在任何准备详细的报价高成本可能
会阻碍
竞争的其他情况下,如定制设备,工业设备,专业的服务,和合同要在交钥匙工程,设计和建造,或合同管理。这
也确
保投标邀请函只延伸到那些有足够的能力和资源的人。资格预审也可能有助于确定被
允许资格的国内承包商的偏好。令人满意
地履行合同而言,考虑到他们的(
i
)对类似合同的经验和过去的表现,
(
ii
)能力方面的人员,设备,施工或制造设施,及(
iii
)
财务状况,资格预审将完全取决于潜在买家的能力
和资源
)
Borrowers
shall inform all applicants of the results of
prequalification. As soon as prequalification is
completed, the bidding documents
shall
be made available to the qualified prospective
bidders. For prequalification for groups of
contracts to be awarded over a period of
time, a limit for the number or total
value of awards to be any one bidder may be made
on the basis of
the bidder’s resources.
The list of
prequalified
firms
in
such
instances
shall
be
updated
periodically.
Verification
of
the
information
provided
in
the
submission
for
prequalification shall
be confirmed at the time of award of contract, and
award may be denied to a bidder that is judged to
no longer have
the capability or
resources to successfully perform the contract.(
p>
借款人应通知所有申请人资格预审的结果。当资格预审结束后,招
标
文件应被提供给合格的潜在投标人。在合同被授予的一段时间内对组织预审,对号码或奖项总价值限制任何一个投
标人可以
对投标人的资源基础。在这样的情况下,对通过资格预审的公司名单将定期更新
。在提交资格预审信息提供的验证应在授予合
同时确认,并可以奖励判断不再否认有能力
和资源来完成合同一个投标人。
)
Preparation of the Bidding
Documents
(编制招标文件)
The bidding documents shall furnish all
information necessary for a prospective bidder to
prepare a bid for the goods and works to be
The basis for bid evaluation and
selection of the lowest evaluated bid shall be
clearly outlined in the instructions to bidders
and/or the
specifications. If a fee is
charged for the bidding documents, it shall be
reasonable and reflect only the cost of their
printing and delivery
to prospective
bidders, and shall not be so high as to discourage
qualified bidders.(
招标文件应当提供给投标人准备投标货物和提
供工
作所需的全部信息。虽然招标文件的详细程度和复杂程度会随招标包和合同的大小和
性质的不同而不同,但它们应包括:投标
邀请、投标人须知、投标书格式、合同格式、合
同条款,包括通用条款和专用条款、技术规格和图纸,有关技术参数(包括地
质和环境资
料)
,货物清单和工程量清单,交货时间或完工时间表,必要的附件比如各种保证金格式
。投标评价的最低评价与选
择基础应清楚地概述投标者和
/
p>
或规格说明。
如果一个费用是对招标文件的收费,
< br>则应当合理反映印刷成本和交付的潜在投标人,
且不得过高以至于阻碍合格投标人
。
)
define the
tests, standards, and methods that will be
employed to judge the conformity of equipment as
delivered, or works as performed,
with
the specifications. Drawings shall be consistent
with the text of the specifications, and an order
of precedence between two shall be
spec
ified.(
投标文件的措辞应该允许和鼓励国际竞争,并清楚地阐述需要进行的工作
,工作的地点,应提供的货物,交货或安装
地点,交付或完成的时间表,最低性能要求,
及保修和维护要求,以及其他相关的条款和条件。此外,在适当的投标文件,应
当明确测
试标准和将判断设备的合格交付,
或是执行与规格方法。
图纸应
与该规范的文本相一致,
并应指定两个优先级顺序。
)
The bidding documents
shall specify any factors, in addition to price,
which will be taken into account in evaluating
bids, and how such
factors will be
quantified or otherwise evaluating. If bids based
on alternative designs, materials, completion
schedules, payment terms,
etc.
,
are
permitted,
conditions
for
their
acceptability
and
the
method
of
their
evaluation
shall
be
expressly
stated.
Any
additional
information,
clarification,
correction
of
errors
or
modifications
of
bidding
documents
shall
be
sent
to
each
recipient
of
the
original
bidding documents in sufficient time
before the deadline for receipt of bids to enable
bidders to take appropriate actions. If necessary,
the
deadline shall be extended. The
Bank shall receive a copy (in har
d copy
format or sent electronically) and be consulted
for issuing a “no
objection” when the
contact is subject to
prior
review.(
投标文件应当指定除了价格的任何因素,这将在评标中考虑,以及如何
将被量化或评价。如果招标基于替代设计是
被允许的,则投标材料,完成时间,付款条件
等,应为他们的接受条件及其明文规定的评价方法。任何额外的信息、澄清、误
差的纠正
或对招标文件的修改都应在投标截止期前足够的时间内发送给每一个原招标文件的接收人,以便投标人能够采取适
当
的行动。
如果有必要,
可以延长投标
截止日期。
银行应得到一份附件
(硬拷贝格式或发送电子)
p>
和咨询发布的经事先审查的
“无
异议”接触
。
)
Specific
Procurement Notices (invitation to bid)
(具体采购通知
/
招标)
The international community shall also
be notified in a timely
manner of the
opportunities to bid for specific contracts. Such
invitations shall also be transmitted to those who
have expressed interest in
bidding in
response to the General Procurement Notice.
Publication of the invitations in the Development
Business is also encouraged.
Borrowers
are also strongly encouraged to transmit such
invitations to embassies and trade representatives
of countries of likely suppliers
and
contractors.
Additionally,
for
large,
specialized
or
important
contracts,
Borrowers
shall
advertise
the
invitations
in
Development
Business and/or
well-known technical magazines, newspapers and
trade publications of wide international
circulation. Notification shall
be
given in sufficient time to enable prospective
bidders to obtain prequalification or bidding
documents and prepare and submit their
responses.(
国际社会也应及时的通知
有机会为合同去投标的人。为此,资格预审文件或投标邀请应作为特定采购公告及时刊登,至少应刊 登在借款人国内广泛发行
的一种报纸上(如果可能,也应刊登在官方公报上)
。这样的邀请也应发送给那些已表示响应对总采购公告招标感兴趣的人。公
众创新发展业务的邀请也是被鼓励发布的。借款者也被强烈鼓励发送这样的邀请到代表国家的贸易大使馆以及可能
的供应商和
承包商。此外,大型、专业的或重要的合同,借款人应在发展业务和
/
或知名技术杂志广告,报纸和广泛的国际流通贸易出版物
上发出邀请。通知应留出足够的时间使潜在的投标人获得资格预审文件或准备和提交他们的实质性回应
的投标文件。
)
Borrowers
shall
provide
reasonable
access
to
project
sites
fir
visits
by
prospective
bidders.
For
works
or
complex
supply
contracts,
particularly for those requiring
refurbishing existing work or equipment, a pre-bid
conference may be arranged whereby potential
bidders
may meet with the Borrower
representatives to seek clarifications. The
deadline and place for receipt of bids shall be
specified in the
invitation to bid.(
通过潜在的投标人,借款人应提供合理的进入项目现场,对于工程或设备供应合同,特别是那些
需要翻新现有
的工作或设备。标前会的纪要英送给所有潜在投标人,并抄送世行一份(使
用书面文件或电子文件的方式)
。接收投标书的截止
时间和地点
应在指定的招标中明确。
)
Time for Preparation of
Bids
(
投标准备时间)
The time allowed for the preparation
and submission of bids shall be determined with
due
consideration of the particular
circumstances of the Where large works or complex
items of equipment and involved, this period shall
generally be not less than twelve weeks
to enable
prospective bidders to
conduct investigations before submitting their
bids. In such cases, the Borrower is encouraged to
convene pre-bid
conferences and arrange
site visits. Bidders shall be permitted to submit
bids by mail or by hand.(
允许投标准备时间应与工程项目
的具
体情况适当考虑合同的规模和复杂度。一般来说,国际竞争性投标(
ICB
)应给出自投标邀请之日或开始发售招标文件之日(以
< br>较迟者为准)起不少于六周的时间。在大型工程或设备复杂项目和参与,这个时间一般应不小于十二周,使 潜在的投标人提交
投标书之前进行调查。在这种情况下,鼓励借款人召开标前会议,安排
现场考察。应允许投标人邮寄或亲自递交标书。
)
Opening of Bids
(开标)
The time for
the bid opening shall be the same as for the
deadline for receipt of bids or promptly
thereafter, and shall be announced,
together with the place for bid
opening, in the invitation to bid. The borrower
shall open all bids at the stipulated time and
place. Bids
shall be opened in public;
that is, bidders or their representatives shall be
allowed to be present. The name of the bidder and
total amount
of each bid,and of any
alternative bids if they have been requested or
permitted, shall be read aloud and recorded when
opened and a
copy of this record shall
be promptly sent to the Bank. Bids received after
the time stipulated, as well as those not opened
and read out at
bid opening, shall not
be considered.(
招标开标时间应当同接收投标书的截止时间或此后立即
,并连同开标地点予以公告。借款人
应在规定的时间和地点打开所有投标。开标应当在公
共,即投标人或其代表应被允许出席的情况下。投标人的名字和每份标书
总金额,及其他
任何的出价,如果他们被要求或允许记录打开时,不得大声朗读,该记录的副本应及时送到银行。在规定时间
p>
之后收到的投标,以及那些没有打开并读取开标的,不应考虑。
)
Evaluation of
Bids
(评标)
substantially
responsive,
that
is, it
contains
material
deviations
from
or
reservations
to
the
terms,
conditions
and
specifications
in
the
bidding documents, it
shall not be considered further. The bidder shall
not be permitted to correct or withdraw
material deviations or
reservations once bids have been opened
.(
首先,借款人应审查投标文件,以确定投标是否(
i
)满足规定的资格要求,
(
ii
)
要求。如果投标实质上不响应,即它包含的材料
的与招标文件有偏差,它将不予考虑。投标人不得纠正或撤回实质性的报价或
撤回已开出
的一次出价。
) The next step is to
apply the evaluation criteria specified in the
bidding documents and adjust each bid as
appropriate
using
the
evaluation
criteria.
Only
the
criteria
specified
in
the
bid
document
can
be
applied.
No
new
criteria
must
be
introduced at evaluation,
and the criteria must be applied wherever
appropriate. Specified criteria cannot be waived
during evaluation.(
下
一步适用于招标文
件规定的评价标准和适当调整每个投标评价的标准。只有在招标文件中规定的评标办法才可以应用。若没有
新的标准则必须在评价前向众人介绍,
并且该标准是在任何地方都适用
的。
指定的标准不能在评价时放弃。
)
The Borrower shall
prepare a
detailed report on the evaluation and comparison
of bids setting forth the specific reasons on
which the recommendation is
based for
the award of the contract.
(借款人应准备一份详细的关
于评价和比较投标的具体原因的报告,并建议授予合同。
)
Post Qualification of
Bidders
(
发中标函)
the bidding documents, and if the
bidder does not meet them , the bid shall be
rejected. In such
an event, the
Borrower shall make a similar determination for
the next lowest evaluated bidder. (
如果未对
投标人进行资格预审的,借
款人应确定最低评标价投标的投标人是否有能力和资源按其投
标所报条件有效的履行合同。
此标准应满足在招标文件中的规定,
如果投标人未达到他们的投标将被拒绝。在这种情况下,借款人应为未来的评价最低的投标者做一个类似的测定
。
)
Award of Contract or
Rejection of All
Bids
(合同授予与全部废标)
responsibilities for work not
stipulated in the bidding documents or otherwise
to modify the bid as originally submitted.(
借款人应在投
标有效期内将合同授予有能力和资源标准的投标人,而且投标已被
确定为(
i
)实质上响应招标文件的要求,并且(
ii
)提供最
低评标价。作为奖励的情况下投标人不
得要求,进行不在招标文件的工作或修改原提交的投标书规定的职责。
)
Bidding documents usually
provide that Borrowers may reject all bids.
Rejection of all bids is justified when there is
lack of effective
competition, or bids
are not substantially responsive. If all bids are
rejected, the Borrower shall review the causes
justifying the rejection
and consider
making revisions to the condition of contract,
design and specifications, scope of the contract,
or a combination of these,
before
inviting new bids. All bids shall not be rejected
if new bids invited on the same bidding and
contract documents are solely for the
purpose
of
obtaining
lower
prices.
The
Bank
’
s
prior
concurrence
shall
be
obtained
before
rejecting
all
bids,
soliciting
new
bids
or
entering
into negotiations with the lowest evaluated bidder
.(
投标文件通常提供借款人可以拒绝所有投标。正当地拒绝全部缺乏有效
竞争,实质上不响应招标的投标。如果所有投标被否决的,借款人应审查的原因为排斥和考虑修改合同
的条件,设计和规格,
合同的范围,或这些的组合,然后邀请新的报价。所有投标,不得
在同一新的招标投标和合同文件完全是为了获得较低价格的
目的。银行同意前不得拒绝所
有投标获得,获得新的出价或进入与评价最低的投标者谈判。
)
Unit3
的前三段
Unit 6 Contract Management of
Construction Projects
第
6
单元建设项目合同管理
Section 2
changes in contract
第
2
节合同的变更
6
?
It is standard
practice that a construction contract gives the
owner the right to make changes in the work within
the general scope of
the
contract
during
the
construction
period .
depending
on
the
contract
and
its
terms
,
such
changes
might
involve
additions
to
or
deletions
from
the
contract
,
modifications
of
the
work
,
changes
in
the
methods
or
manner
of
work
performance
,
changes
in
owner-
provided materials or facilities , or even changes
in contract time requirements .
标准做法
,
施工合同
,
业主有
权更改合同工作范
围内的一般在施工期间。根据合同条款
,
p>
这种变化可能包括添加或删除的合同
,
修改
的工作
,
工作表现的方法或方式的变化
,
改变
owner-provided
材料或设施
,
甚至合同时间需求的变化。
Changes may have to be
made 1o correct errors in the drawings
or specifications. Owner requirements and
circumstances sometimes
change after
the contract award ,and changes must be made to
meet such conditions .Changes are even
occasionally made as the result of
suggestions by the contractor. How
changes are handled depends on the contract
provisions as normally contained in a
更改可能需要
1 o
纠正错误在图纸或
规范。业主需求和环境有时变更合同后
,
和变更必须满足的条件
。更改甚至偶尔由承包商的
-
-
-
-
-
-
-
-
-
上一篇:CFA一级笔记-第八部分固定收益证券
下一篇:常用建筑英语