第1章招投标(Tendering)【国际工程实务英语】

1、chapter 1 招投标 (tendering)第一节 招标的类型types of bidding竞争性招标 competitive bidding 协商性招标 negotiated bidding 竞标与协商相结合的招标combined bidding and negotiation第二节 招投标活动tendering activities一、招投标程序tendering procedure1、招标前的活动 pre-tendering activities 对承包商的招标初步意向询问preliminary inquiry to contractors 对投标人的资格预审pre-qualif

2、ication of tenderers 2、邀请招标，发放招标文件inviting tenders and supplying documents 邀请信 letter of invitation投标者须知instructions to tenderers合同条件：通用条件和专用条件conditions of contract ： consisting ofgeneral conditions and particularconditions投标书格式form of tender图纸 drawings技术规格书specifications工程量表bill of quantity附加资料表sc

3、hedules of additional information资料数据information data回函信封（递送投标书的信封，为了确保准确无误的送达，上面印有业主的地址）return envelope (an addressed envelope for the return of tender to ensure that each tenderer has the same and correct address of the employer)3、承包商编制投标书 envil ?up preparation of tender by contractors 考察现场 visit

4、and inspect the site如有疑问可向业主提出质询 kwi ?ri make queries to the employer (if any)承包商对现场的形状和性质感到满意the contractor is satisfied with the form and nature of the site向业主收集资料collect data from the employer对业主提供的数据资料进行解释interpret the data provided by the employer 根据数据资料编制标书prepare tender based on the data承包商认为

5、中标合同金额是正确和足够satisfy himself as to correctness and sufficiency of the accepted contract amount应考虑到合同第 13.7 和第 13.8 款，关于成本的增加与减少的规定consider the provision s in sub-clauses13.7 & 13.8 regarding increase or decrease of cost4、提交投标书 -附上投标函和投标担保tender submission(with letter of tenderand tender security )5、评

6、标与授标evaluation of tender and decision on award 6、双方就保险条件达成协议both parties agree on the terms of insurance 7、颁发中标函 issue the letter of acceptance 8、向业主提交履约担保submission of performance security to the employer9、签订合同signing of contract二、资格预审prequalification组织形式和 /或合法地位、注册地点和主要经营地等原始文件的复印件 ?rid?n?l copies

7、 of original documents defining constitution and/or legal status , place of registration and principal place of busines s最近五年中每年完成的工程总量的年度营业总额total annual turnover expressed as total volume of engineering work carried out in each of the five year财务报告（包括最近五年中的损益表，平衡表和审计报告，随后一年的财务预测）financial report (

8、includingprofit and lossstatements, balance sheets and auditor sreports for the past five years, and afinancial forecast / an estimated financedprojectionfor the subsequent year)信贷额度的使用证据，其他财务资源的可用性evidence of access to lines of credit , and availability of other financial resources业主请求时，能（且已被授权）提供证

9、明的银行的名称及地址?1)投标文件的密封和标记 :raizd name and address of banker(s) who willsealing and marking of tenders(and havebeenauthorizedto) provide2)投标截止期referencesupon quest by the employerdeadline for submission of tenders作为总承包商最近五年从事的类似性质和规3)迟交的投标书late tenders模的工程及目前工程的业绩的详细资料4)投标文件的修改、替代与撤回details of performa

10、nceasprime contractormodification,substitution andon works of a similarnature and volumewithdrawalof tenders? s bstitju:?n over the past five years and on current5、开标与评标worksopening and evaluation of tenders一份关于执行包括所有权的详细资料在内的1)开标opening of tenders合同的承包商设备的主要条款的清单2)投标文件的澄清a list of major items of co

11、ntractorsclarification oftender documentsequipment proposed for carrying out the3)投标文件的初审contract including details of ownership.preliminary examinationof tenderdocuments三、投标者须知instructions to tenderers4)最终评标价的确定1、说明 introductiondetermination of finalevaluated tender1)定义 definitionprices2)工程描述descri

12、ption of works5)错误的修正correction of errors3)资金来源source of funds elid ?bl 6)评标evaluation of tenders4)合格的投标人eligibletenderers6、授予合同award of contract5)投标费用cost of tendering1)资格后审post qualification6)现场考察site visit2)合同授予标准awardcriteria2、招标文件tendering documents3)接收投标与拒绝任何或所有投标的权力1)招标文件内容right to accept ten

13、der and to rejectcontents of tendering documentsany or all tenders2)招标文件的澄清4)中标通知书notification of award/clarificationof tendering documentsletter of acceptance3)招标文件的修改5)签订合同signing of contractamendmentof tendering documents6)履约担保performance security3、投标文件的编制preparation of tenders7)预付款担保advance paym

14、ent security1)投标的语言language of tender附录 a：投标保函格式2)组成投标书的文件documents comprising the tenderappendixa: form of tender bond3)定价方法及投标报价附录 b：协议书格式pricing and tender pricesappendix b: form of agreement4)货币要求与汇率附录 c：现场视察确认书currency requirements andexchangeappendix c: confirmation of site visitrates附录 d：履约保函

15、格式5)证明投标人合格和资格的文件appendix d: form of performance bonddocumentsestablishingtenderers 附录 e：预付款保函格式eligibilityand qualificationappendix e: form of advance payment6)投标担保tender securitybond7)投标有效期tender validity period附录 f：预付款指南8)标前会议pre-tender meetingappendix f: guideline for advance9)投标书的式样和签署paymentfo

16、rmat and signing of tender4、投标书的提交submission of tenders四、工程量表（工程量清单）bill of quantities(boq)1、预备 preliminaries （包括业主的要求及承包商的职责）1) 合同双方的名称names of parties2) 工程的描述 description of the works3) 合同的形式及种类form and type of contract4) 承包商将要提供的基本设施general facilitiesto be provided by thecontractor2、序言 preambles（

17、包括） ,eksikju: ?n1) 材料的质量及性能remidiquality and performance of materials2) 工艺标准 standard of workmanship3) 材料及工艺的测试the testing of materials and workmanship4) 材料及工艺样品samples of materials and workmanship3、工程量明细表breakdown of bill of quantitiesa) 工种工程量表 trade bill of quantitiesb) 单位工程量表 elemental bill of qu

18、antities 4、主要成本和暂定金额prime cost andprovisional sums（备用款）5、附录appendices?pendisi:z1) 投标总结 tender summary2) 一份主要承包商、分包商名单a list of the main contractors and subcontractors3) 材料及主要承包商愿意指定分包商投标的工程的基本价目单a basic price list of materials and nominated subcontractor swork for which the main contractor desires t

19、o tender五、投标决策 decision to tender 工程应该在规定时间内开工。the project should be commence d in the stated time .此工程属于承包商经常有效、有利承接的工程种类。the project is within the category of work the contractor usually undertakes efficiently and profitably.此工程的规模属于分包商现有的资源能够处理的范围。the size of the project is within the range which

20、 the contractor s current resources can copy with.六、投标文件格式forms of tendering documents （一）投标函 letter of tenderletter of tendername of contract：to ：we have examined the conditions ofcontract, specification, drawings, bill of quantities, the other schedules, the attachedappendix and addenda nos_ for t

21、heexecution of the above-named works. we offerto execute and complete the works andremedyany defects thereinin conformity withthis tender which includes all these documents,forthesumof(incurrenciesofpayment)_ or such other sum as may bedetermined in accordance with the conditions of contract.（我方已研究了

22、实施上述工程的合同条件、规范、图纸、工程量表、其他资料表、所附的附录和编号为 _ 的补遗。我方愿以 _ 的总额（用支付货币填写），或按照合同条件可能确定的其他此项金额报价，按照本投标书，包括所有上述文件，实施和完成工程并修补其中的任何缺陷。）we accept your suggestions for theappointment of thedab , as set out （陈述） inschedule_wehavecompletedtheschedule by addingoursuggestions for theother member ofthedab, butthesesugge

23、stions are not conditions of this offer.*（我方接受你方在资料表_ 中所列关于任命争端裁决委员会的建议。 我方已填写该资料表，增加了我方对于争端裁决委员会另一成员的建议，但这些建议不作为本报价的条件。 *）we agreeto abidebythe tenderuntil_ and it shall remainbindingupon us andmay be acceptedat any time before that day.we acknowledge that the appendix forms part of this letter of

24、tender.（我方同意遵守本投标书直至_ ，在该日期之前，本投标书对我方一直具有约束力，随时可接受中标。我方承认所附附录为本投标函的一部分。）if this offer is accepted, we will provide the specified performance security, commence the works as soon as is reasonably practicable after the commencement date, and complete the works in accordance with the above-named docume

25、nts within the time forcompletion.（如果中标，我方会提供规定的履约保证，在开工日期后尽快开工，并在竣工时间内按照上述文件完成工程。）unless and until a formal agreement is prepared and executed, this letter of tender together with your written acceptance thereof , shall constitute a binding contract between us.（在未制定和签署正式的协议书之前，本投标文件连同你方的书面中标函应构成我们双

26、方之间具有约束力的合同。）we understand that you are not bound to accept the lowest or any tender you mayreceive. （我方理解你方并不一定接受你方可能收到的最低标或任何投标。 ）signature_in the capacity of_duly authorized to sign tenders for and on behalf of _address ： _date ： _（签字 _职务 _正式授权代表 _ 签署投标书地址 _日期 _ ）* if the tenderer does not accept

27、, this paragraph may be deleted and replaced by ：（如果投标人不接受此建议，本段可删除，并以下文代替：）we do not accept your suggestion for the appointment of the dab. we have included our suggestions in the schedule, but these suggestions are not conditions of this offer. if these suggestions are not acceptable to you,we pro

28、pose that the dab be jointly appointed in accordance with sub-clause 20.2 of the conditions of contract. （我方不同意你方关于任命争端裁决委员会的建议。我方已在资料表中提出了我方对此任命的建议，但这些建议不作为本报价的条件。如果你们不接受这些建议，我方提议根据合同条件第20.2 款的规定，由双方共同任命争端裁决委员会。 ）dab ：dispute adjudicationboard争端裁决委员会?,d?u:dikei ?n（二）投标书附录 appendix to tender 业主的名称及地

29、址employer sname and address 承包商的名称及地址contractor sname and address工程师的名称及地址engineer s name and address工程的竣工时间time for completion of the works 缺陷通知期限 （365 天）defects notification period 电子传输系统electronic transmission systems管辖法律governing law主导语言ruling language交流语言language for communication进入现场的时间 -开工日期后

30、 _ 天time for access to the site_ days aftercommencement date履约担保金额 - 中标合同金额的 _% ，按合同价格中的应付币种和比例支付amount of performance security _% of the accepted contract amount, in the currencies and proportions in which the contract price is payable正常工作时间normal working hours工程的误期损害赔偿费 - 每天按最终合同金额的 _% 支付，按合同价格中的应

31、付币种和比例支付delay damages for the works _% of the final contract price per day, in thecurrencies and proportions in which the contract price is payable误期损害赔偿费的最大限额 -最终合同价格的 _%maximum amount of delay damages _% of the final contract price如有暂定金额，暂定金额的调整百分比if there are provisional sums ：percentagefor adjus

32、tment of provisional sums系数；来源国家；指数来源；所述日期的指数值coefficient ; country of origin; source of index; index value on stated date(s) *这些指数值和日期确定每个指数的定义，但没有限定基准日期的指数。these index values and dates confirm the definition of each index, but do not define base date indices . indisi:z预付款总额 - 中标合同金额的 _% total adva

33、nce payment _% of theaccepted contract amount 分期付款的次数和时间安排number and timing of installments开始偿还预付款 - _ 当付款为中标合同金额减去暂定金额之差的_% 时start repayment of advance payment _ when payments are _% of the accepted contract amount less provisional sums 预付款 分期偿还 比率ratio of amortization of advance payment 保留金限额 - 中标

34、合同金额的 _%limit of retention money_% of theaccepted contract amount 如果合同第 14.5 款适用：if sub-clause 14.5 applies:运输现场途中付费的生产设备和材料plant and materials for payment when shipped en route to the site 期中支付证书的最低金额 - 中标合同金额的 _%minimum amount of interim payment certificates _% of the accepted contract amount如果付款仅

35、以投标函第一页上注明的一种或几种货币支付：if payments are only to be made in a currency/currencies named on the first page of the letter of tender ：如果某些付款仅的支付币种在投标函第一页上没有注明：if some payments are to be made in a currency/currencies not named on the firstpage of the letter of tender 汇率：当地币 /每单位外币rate of exchange ：number of

36、 local per unit of foreign提交保险的期限periods for submission of insurance业主风险保险的免赔额的最大金额did ?kt?blzmaximum amount of deductibles for insurance of the employer srisks第三方保险的最小金额minimum amount of third party insurance争端裁决委员会应为唯一成员 /裁决员或三名成员组成的一个争端裁决委员会。the dab shall be either one sole member/ adjudicator or

37、 a dab of three members（三）合同协议书contract agreementthis agreementis madethe _ day of_ 19_ between_ of _(hereinaftercalled “the employer ”) of the onepart, and _of _(hereinaftercalled“the contractor ”)of the other part.whereas the employer desires that the works known as _ should be executedby the cont

38、ractor, and has accepted a tender by the contractor for the execution and completion of these works and the remedying of any defects therein. （鉴于雇主欲使承包商实施一项名为 _ 的工程，并已接受了该承包商提交的承担该工程的实施、完成及修补其任何缺陷的投标文件）the employer and the contractor agree as follows: （雇主与承包商达成如下协议： ）1. in this agreement words and e

39、xpressions shall have the same meanings as are respectively assigned to them in the conditionsof contract hereinafter referred to.（本协议书中的措辞和用语具有的含义应与下文提及的合同条件中分别赋予它们的含义相同）2. the following documents shall be deemed to form and be read andconstruedas part of this agreement:（下列文件应被视为本协议书的组成部分，并应被作为其一部分

40、阅读和理解： ）(a) the letter of acceptance dated _,(b) the letter of tender dated _,(c) the addenda nos. _, （编号为的补遗）(d) the conditions of contract ,(e) the specifications,(f) the drawings, and(g) the completed schedules. （已填完的资料表）3. in considerations of the payment to bemade by the employer to the contrac

41、tor as hereinafter mentioned, the contractor hereby covenants with the employer to execute and complete the works and remedy any defects therein, in conformity with the provisions of the contract. （鉴于雇主将按下文所述付给承包商各项款额，承包商特此与雇主立约，保证遵照合同的各项规定，实施和完成本工程并修补其任何缺陷。）4. the employer hereby covenants to payth

42、e contractor, in consideration of theexecution and completion of the works and theremedying of defects therein, the contractsprice at the times and in the mannerprescribedby the contract.（鉴于承包商将实施和完成本工程并修补其任何缺陷，雇主特此立约，保证按合同规定的时间和方式，向承包商支付合同价格。）in witness whereof the parties heretohave caused this ag

43、reement to beexecuted the day and year first beforewritten in accordance with theirrespective laws.（本协议书于前述签署日期，由合同双方依据各自的法律签订执行，特立此据为证。）signed by: _for and on behalf of the employer in the presence ofwitness: _name: _address: _date: _签约人： _在下列证人面前，代表雇主签字证明人： _ 第三节招投标期间的往来函件correspondence during ten

44、dering period商业、住宅联合开发mixed commercial and residential development大体积混凝土块mass concrete block码头岸墙quay wallki:浮码头结构pontoon structure?ntu:np潮道，潮汐通道tidal channeltaid ?l项目经理project manager 主题：初步意向询问请您在 2012年 11 月 25 日之前告知我方您是否有兴趣参加所提到的工程的招标。subject ：preliminary inquiry-would you please inform us not late

45、r than 25november 2012 whether youtake theinterestin participating in the tender for the mentionedproject? 主题：对初步意向询问的答复subject ：reply to the preliminary inquiry-thank you for your letter dated 10 november 2012 asking us whether we would participate in tendering for the above project.-wewouldlike to

46、 informyouthat weareinterestedin this project.and as required, wewill send confidentiality undertaking（保密保证）to your office.,k?nfi,den ?i? liti-we regret to inform you that we will not be able to participate in the tendering for the valuable project due to our current heavy workload （目前工作量很繁重） .we do

47、 hope, however, that we will have the opportunity to tender for your other projects in the future.主题：水务工程的经验 （对投标人的资格预审） subject ：experience in marine works我们正在最后确定以上工程招标邀请入选的短名单。we are finalizing the short list of contractorsto participate in the tender for the above project.请寄贵方在阿联酋建设水务工程、码头岸墙、填海工

48、程和港池方面的经验，以供我方参考。please forward your relevant experience in the u.a.e. in construction of marine works , quay wall , reclamation works and marinas for our information .主题：（正式）投标邀请 subject ：invitation to tender我们代表雇主邀请贵司对以上的工程投标。请贵司在一周内到我办事处领取招标文件。on behalf of our client, we invite your company to te

49、nder for the above project. you are kindly required to collect the tender documents from our office within one week. 主题：提出考场现场的请求（注：先告知来函收讫acknowledgement of receiptofletter of invitation ）subject ：requestfor visiting the site谢谢贵司发来的关于前面提及的工程的正式投标邀请。我司已经取得招标文件并按投标者须知的要求正在准备投标文件。 恳请贵司于 2012 年 12 月 10

50、 日上午十点为我司安排现场考场。thank you for your formal invitation to tender for the aforementioned project. we have obtained the tender documents and are preparing our tender as required in the instructions to tenderers .could you please make an arrangement for us to visit the site at 10:00 am, december 10, 2012

51、?主题：中标函subject ：letter of acceptancewe refer to your tender dated 10 th january 2013 submitted for the carrying out and completion of the marina, canal, reclamation,and revetment works for najmat development at al reem island, abu dhabi, u.a.e. (theworks).we hereby （ 特 此 / 兹 ） confirmouracceptance of your tender, subject toyourconfirmation of agreement to the following（但你方须同意以下内容） :1. the