亞行駐中國(guó)代表處招標(biāo)

1、ADB Resident Mission in the PRC亞行駐中國(guó)代表處Bidding 招標(biāo)Bidding 招標(biāo)International Competitive Bidding 國(guó)際競(jìng)爭(zhēng)性招標(biāo)Other Forms of Procurement 其他采購(gòu)方式Overview 概述4.Bidding 招標(biāo) Two Stage: 兩步法 Two-Stage: Two-Envelope 兩步雙信封 Single-Stage: Two-Envelope 單步雙信封 Single-Stage: One-Envelope 單步單信封4. Bidding 招標(biāo)Bidding Procedures 招

2、標(biāo)程序4.Bidding Procedures 招標(biāo)程序Single-Stage: One-Envelope 單步單信封ADBApproval亞行批準(zhǔn)Deadline最終期限STOPPreparationTechnicalProposalFinancialProposalEvaluationTechnicalFinancialTechnicalProposalFinancialProposal準(zhǔn)備階段評(píng)估階段技術(shù)建議書財(cái)務(wù)建議書技術(shù)建議書財(cái)務(wù)建議書4. Bidding Procedures 投標(biāo)程序Single-Stage: Two-Envelope 單步雙信封DeadlineADBAppro

3、valPreparationEvaluation IEvaluation IITechnicalProposalFinancialProposalFinancialFinancialTechnicalProposalFinancialProposalTechnicalSTOP技術(shù)建議書財(cái)務(wù)建議書準(zhǔn)備階段評(píng)估階段 I評(píng)估階段 II技術(shù)建議書財(cái)務(wù)建議書ADBApproval亞行批準(zhǔn)4. Bidding Procedures投標(biāo)程序Two Stages 兩步法 ADBApprovalDeadlineADBApprovalDeadlineEvaluation IIPreparation IIEvalu

4、ation IPreparation I 1TechnicalProposalTechnicalProposalTechnicalRevised TechnicalFinancialRevisedTechnical ProposalFinancialProposalRevisedTechnical ProposalFinancialProposalSTOPSTOP準(zhǔn)備階段 I評(píng)估階段 II評(píng)估階段 I準(zhǔn)備階段 II4. Bidding Procedures 投標(biāo)程序Two-Stage: Two-Envelope 兩步雙信封ADBApprovalDeadlineTechnicalProposal

5、TechnicalTechnicalProposalRevised Techn.ProposalSuppl. FinancialProposalFinancialProposalFinancialFinancialProposalADBApprovalDeadlineRevised TechnicalSuppl. FinancialRevised Techn.ProposalSuppl. FinancialProposalFinancialFinancialSTOPSTOPEvaluation IIPreparation IIEvaluation IPreparation I 1準(zhǔn)備階段 I評(píng)

6、估階段 II評(píng)估階段 I準(zhǔn)備階段 II5.International Competitive Bidding 國(guó)際競(jìng)爭(zhēng)性招標(biāo)5. International Competitive Bidding Applicability 國(guó)際競(jìng)爭(zhēng)性招標(biāo) 適用性ADB requires to obtain goods and works through ICB 亞行要求采用ICB 獲得貨物和工程Thresholds of contracts for ICB in PRC 在中國(guó)ICB適用于：Goods above $1,000,000 貨物合同100萬(wàn)美元以上Works above $10,000,000

7、土建合同1000萬(wàn)美元以上5. International Competitive Bidding Invitation for Bids (IFB) 投標(biāo)邀請(qǐng)書Particulars 細(xì)節(jié)Name of Borrower 借款人名稱Name of Project 項(xiàng)目名稱Description of Works/ Goods 工程/貨物的描述Purchasing unit 購(gòu)買標(biāo)書數(shù)量 Mailing address of office for inquiry and issuance of bid documents 郵寄地址 Price of bidding document 標(biāo)書價(jià)格

8、Date, time, and place of bid opening 開標(biāo)時(shí)間地點(diǎn) Amount or percentage of bid security 投標(biāo)保函金額 Advice on domestic preference 國(guó)內(nèi)優(yōu)惠Purpose 目的A notice to inform potential Bidders about requirements and invite interested Bidders to bid 通知潛在投標(biāo)商有關(guān)的要求和有興趣者參與投標(biāo)IFB does not form part of the Bidding Document! IFB非標(biāo)書

9、組成部分5. International Competitive Bidding Advertisement and Notification 廣告與通知Prequalification 資格預(yù)審Invitation for bids only to prequalified bidders 只邀請(qǐng)通過(guò)了資格預(yù)審的投標(biāo)商But advertisement for P/Q in English newspaper of general circulation 但必須在一家廣泛發(fā)行的英文報(bào)紙上刊登資格預(yù)審廣告Postqualification 資格后審Advertisement in Englis

10、h language newspapers of general circulation 必須在一家廣泛發(fā)行的英文報(bào)紙上刊登廣告Publication in ADB Business Opportunities 刊登在亞行商機(jī)上Bidding Documents shall : 招標(biāo)文件必須：Comply with requirements of the Banks Guidelines 符合亞行采購(gòu)指南Comply with agreed modifications or departures from the Guidelines 符合經(jīng)亞行同意的對(duì)采購(gòu)指南的修改和偏離Comply wit

11、h the format of the Banks appropriate Standard Bidding Documents (SBDs) 符合亞行標(biāo)準(zhǔn)招標(biāo)文件文本的格式5. International Competitive Bidding Bidding Documents 招標(biāo)文件5. International Competitive Bidding Bidding Documents 招標(biāo)文件Standard Bidding Documents 標(biāo)準(zhǔn)招標(biāo)文件Procurement of Goods 貨物的采購(gòu)Procurement of Works 土建工程的采購(gòu)Procurem

12、ent of Plant Design, Supply and Install (Turnkey) 交鑰匙工程的采購(gòu)5. International Competitive Bidding Standard Bidding Documents 標(biāo)準(zhǔn)招標(biāo)文件Part 1: Bidding Procedures 投標(biāo)程序Section I.Instruction to Bidders 投標(biāo)人須知Section II.Bid Data Sheet 基本資料Section III. Evaluation and Qualification Criteria 評(píng)估和資審條件Section IV.Bidd

13、ing Forms 投標(biāo)書格式Section V.Eligible Countries 有資格的國(guó)家Part 2: Requirements 要求Section VI.Schedule of Supply/Employers Requirements 供貨清單/業(yè)主的要求Part 3: Contract 合同Section VII.General Conditions of Contract 通用條款Section VIII.Special Conditions of Contract 特別條款Section IX.Contract Forms 合同格式Section X. Procureme

14、nt Plan 采購(gòu)計(jì)劃Use of SBDs 使用SBDReference to Bank 提交亞行參考Language 語(yǔ)言 英文Clarity 清楚明確Bid Security 投標(biāo)保函 Conditions of Contract 合同條件Standards 標(biāo)準(zhǔn)No use of Brand Names 不許使用特定的商標(biāo)名稱Source of Procurement 采購(gòu)來(lái)源Pricing 價(jià)格Currency of Bid 貨幣 Currency of Bid Comparison 評(píng)標(biāo)比較貨幣 Currency of Payment 支付貨幣 Terms of Payments

15、 支付條件 Price Adjustment Provisions 調(diào)價(jià)條款 Advance Payment 預(yù)付款 Performance Security 履約保函 Retention Money 保留金 Insurance and Transportation 保險(xiǎn)和運(yùn)輸 Liquidated Damages 違約償金 Force Majeure 不可抗力 Settlement of Dispute 爭(zhēng)議的解決Essential Features： 基本特征：5. International Competitive Bidding Bidding Documents 招標(biāo)文件I. Ins

16、tructions to Bidders (ITB) 投標(biāo)人須知Purpose 目的to specify general procedures that regulate the bidding process 規(guī)定投標(biāo)過(guò)程的一般程序Content 內(nèi)容standard clauses that have been designed to remain unchanged, and to be used without modifying their text 不可更改的標(biāo)準(zhǔn)條款I(lǐng)I. Bid Data Sheet (BDS) 基本資料Purpose 目的to provide informat

17、ion specific to a particular bidding process in order to supplement the information or requirements of Section 1 提供針對(duì)特定的投標(biāo)過(guò)程的信息，并作為第一節(jié)的補(bǔ)充Consists of 包括：clauses which are numbered with the same numbers as the corresponding clauses of Section 1 - Instruction to Bidders 有關(guān)條款編號(hào)與投標(biāo)人須知相對(duì)應(yīng)III. Evaluation &

18、 Qualification Criteria 評(píng)估及資審條件Purpose 目的to specify criteria that the Purchaser will use to evaluate the Bids and postqualify the lowest evaluated Bidder 規(guī)定特定的條件，購(gòu)買人用來(lái)評(píng)標(biāo)和資格后審最低價(jià)格投標(biāo)人 Users Guide suggested criteria 指南手冊(cè)建議的條件not all need to be used 不是所有的條件都必須使用（根據(jù)項(xiàng)目具體情況）IV. Bidding Forms 投標(biāo)書格式Forms pro

19、vided by the Purchaser/Employer that the Bidder must complete and include in its Bid 由購(gòu)買人/業(yè)主提供的投標(biāo)人必須完成并包括在標(biāo)書中的表格Bidding Forms are: 主要包括： Bid Submission Sheets/ Letter of Bid 投標(biāo)書 Price Schedules / Bill of Quantities 價(jià)格清單/ 工程量清單表 Bid Security 投標(biāo)保函 Manufacturers Authorization 制造商授權(quán)V. Eligible Countries

20、 有資格的國(guó)家For loans from ADBs OCR 亞行普通資金貸款The most recent list of ADB member countries obtainable from the Business Opportunities section of to be usedFor loans from ADBs SF Resources 亞行特別基金貸款The most recent list of ADB developed member countries which have contributed to such resources, and all develo

21、ping member countries, to be usedSchedule of Supply (SS) for Goods 供貨計(jì)劃 貨物采購(gòu)Purpose 目的to provide complete, precise, and clear information to enable bidders to prepare efficiently and accurately Bids that are realistic and competitive 提供完整、精確和清楚的資料，使投標(biāo)人能夠有效和準(zhǔn)確地提交現(xiàn)實(shí)和具有競(jìng)爭(zhēng)力的標(biāo)書Goods SBD Parts 貨物采購(gòu)的標(biāo)準(zhǔn)招標(biāo)文件

22、1.List of Goods and Related Services 貨物和相關(guān)服務(wù)清單2.Delivery and Completion Schedule 供貨計(jì)劃3.Technical Specification 技術(shù)規(guī)格4.Drawings 圖紙Employers Requirements for works 業(yè)主要求 土建工程采購(gòu)Works 土建工程1. Specifications 技術(shù)規(guī)范2. Drawings 圖紙3. Supplementary Information 附加資料VII. General Conditions of Contract 通用合同條款Purpose

23、 目的to define general procedures for proper contract management through clear definitions of rights and obligations of contracting parties 通過(guò)對(duì)各方權(quán)利和義務(wù)的明確的定義，規(guī)定合同管理的一般程序Consist of 包括standard clauses applicable to most contracts designed to remain unchanged and to be used without modifying their text 不可

24、更動(dòng)的標(biāo)準(zhǔn)文本Source 來(lái)源evolved from accumulated experience 以往積累的經(jīng)驗(yàn)逐漸演化而來(lái)VIII. Special Conditions of Contract 特殊合同條款Purpose 目的define provisions that are specific to a particular bidding process in order to supplement the information or requirements of Section 7 - General Conditions of Contract 定義針對(duì)特定的投標(biāo)過(guò)程的條

25、款，并作為第七節(jié) 通用條款的補(bǔ)充Consists of 包括clauses which are numbered with the same numbers as the corresponding clauses of Section 7 - General Conditions of Contract 有關(guān)條款編號(hào)與第七節(jié)通用條款相對(duì)應(yīng)IX. Contract Forms 合同格式Forms provided by the Purchaser that the Bidder awarded the Contract must complete 購(gòu)買人提供給欲被授予合同的投標(biāo)人必須完成的文件

26、Agreement Form: sample form of contract agreement 合同書樣本Performance Security Form 履約保函Advance Payment Security Form 預(yù)付款保函5. International Competitive Bidding Bidding Documents - ADB Review 招標(biāo)文件 亞行的審查Draft Invitation for Bids 投標(biāo)邀請(qǐng)書草案Advertising and Publication Procedure 廣告和出版程序Draft Bidding Documents

27、標(biāo)書草案Other Forms of Procurement 其他采購(gòu)方式6. Other Forms of Procurement National Competitive Bidding其他采購(gòu)方式國(guó)內(nèi)競(jìng)爭(zhēng)性招標(biāo)Procurement is done domestically, within the borrowing DMC 采購(gòu)在借款人所在國(guó)國(guó)內(nèi)進(jìn)行Allowed when : 適用于：Local production or construction facilities are available 當(dāng)?shù)鼐哂猩a(chǎn)和施工設(shè)備Foreign contractors and supplier

28、s are unlikely to be interested 外國(guó)承包商/供貨商可能不感興趣Procedures for domestic procurement are acceptable to ADB 國(guó)內(nèi)招標(biāo)程序?yàn)閬喰兴邮蹷orrower has requested for NCB 借款人要求采用國(guó)內(nèi)招標(biāo)Are of small value and of a series of small-value works 合同額較小，由一系列小合同額的工程組成Located in several areas that may be far apart in the country 分布在相

29、距較遠(yuǎn)的地區(qū)Be executed at different times 在不同的時(shí)間執(zhí)行6. Other Forms of Procurement National Competitive Bidding其他采購(gòu)方式國(guó)內(nèi)競(jìng)爭(zhēng)性招標(biāo)Essentials 要點(diǎn)Eligibility 適用性All local and foreign bidders are eligible 所有當(dāng)?shù)丶巴鈬?guó)投標(biāo)人Threshold 金額限制Works: less than $ 10 million 工程：小于一千萬(wàn)美元Goods: less than $ 1 million 貨物：小于一百萬(wàn)美元Advertisin

30、g 廣告Works: over $1,000,000 工程：大于一百萬(wàn)美元Goods: over $ 100,000 貨物：大于10萬(wàn)美元Advertised GPN in ADB-BO & Local . (4 weeks bidding period) GNP在亞行網(wǎng)站和當(dāng)?shù)貓?bào)紙， 投標(biāo)期最小4周Prequalification資格預(yù)審 Individual prequalification/registration system is acceptable, if so, PQ is not required單獨(dú)進(jìn)行的資格預(yù)審或注冊(cè)制度； 如果亞行可以接受，不要求資格預(yù)審Bidding

31、Document招標(biāo)文件The use of local language, local banks for bid securities, and local currency for bidding and payment is acceptable. 本國(guó)語(yǔ)言，當(dāng)?shù)劂y行的投標(biāo)保函，投標(biāo)及支付均可使用當(dāng)?shù)刎泿?. Other Forms of Procurement National Competitive Bidding其他采購(gòu)方式國(guó)內(nèi)競(jìng)爭(zhēng)性招標(biāo)Essentials 要點(diǎn)BiddingProcedures 投標(biāo)程序Price negotiation with bidders before

32、 contract Award is not normally acceptable, except when all bids received are higher than the estimate. 在授予合同前的價(jià)格談判一般是不允許的，除非所有的投標(biāo)價(jià)格高于預(yù)算Public bid opening is required 必須公開開標(biāo)Two-stage or two-envelope bidding is acceptable 可使用雙階段雙信封程序Evaluation criteria must be explicitly stated in bid documents 標(biāo)書文件中

33、必須明確寫明評(píng)標(biāo)條件Restrictions 限制on sources of transportation and insurance acceptable 可以限制運(yùn)輸和保險(xiǎn)的來(lái)源DomesticPreference 國(guó)內(nèi)優(yōu)惠Not acceptable. When foreign bidders participate, comparison will be on the basis of delivered price, including import duties 不適用6. Other Forms of Procurement Limited International Biddi

34、ng 其他采購(gòu)方式有限國(guó)際采購(gòu)Used when amount of contract is not large enough for ICB 當(dāng)合同金額不足夠使用ICB時(shí)采用Permitted for : 如下情形允許使用：Contracts not exceeding US$1.0 million 合同金額小于100萬(wàn)美元Situations when items needed are available only from few suppliers 當(dāng)只有少數(shù)供貨商可以提供所需貨物時(shí)Situations when early delivery is of paramount impor

35、tance 當(dāng)合同提前交貨相當(dāng)重要的情況下6. Other Forms of Procurement Limited International Bidding 其他采購(gòu)方式有限國(guó)際采購(gòu)Invitations for bids should be issued to at least 3 suppliers/ contractors (preferably) 投標(biāo)邀請(qǐng)最好發(fā)給至少3個(gè)供貨商/承包商Minimum bidding period of 3 weeks 最短招標(biāo)期3個(gè)星期Domestic preference may not be applied 國(guó)內(nèi)優(yōu)惠不適用Bids receiv

36、ed should be opened publicly and evaluated as in the case of ICB 公開開標(biāo)并采用ICB的評(píng)標(biāo)程序Advertisement in local English newspaper preferable, not mandatory； minimum bidding period of 4 weeks 最好但不強(qiáng)制在當(dāng)?shù)氐挠⑽膱?bào)紙上刊登廣告 (4個(gè)星期）ADB may review after the award of contract but before disbursement 亞行可以在授標(biāo)之后審查相關(guān)文件，但必須在開始支付之

37、前 6. Other Forms of Procurement Shopping 詢價(jià)采購(gòu) Based on comparing price quotations from minimum of three suppliers/contractors 基于比較報(bào)價(jià)的方式， 最少要3個(gè)供應(yīng)商或承包商used for procuring low-value, readily available off-the-shelf goods, or simple civil works of low value. 應(yīng)用于低價(jià)格，現(xiàn)貨供應(yīng)的貨物，或低合同額的土建工程Requirement: 要求there

38、are a sufficient number of local suppliers (or contractors for works) that can meet the requirements of the procurement and ensure a satisfactory level of price competition. 必須有足夠的當(dāng)?shù)毓?yīng)商或承包商滿足采購(gòu)要求，并確保價(jià)格競(jìng)爭(zhēng)在一個(gè)滿意的程度 Maximum $100,000 最高十萬(wàn)美元Quotations by written forms, evaluation follows the same principl

39、e as of open bid, use purchase order or brief contract報(bào)價(jià)必須是書面方式，評(píng)審的原則與公開招標(biāo)相同，使用訂單或者簡(jiǎn)明合同的方式來(lái)確認(rèn)采購(gòu)6. Other Forms of Procurement Direct Contracting 直接簽訂合同Without competition (single source) 無(wú)競(jìng)爭(zhēng)，單一來(lái)源Civil works are a natural extension of earlier or ongoing job 土建工程是前期或者正在進(jìn)行的工程的延伸Standardization is important (i.e. spare parts) 標(biāo)準(zhǔn)化非常重要（如配件）Equipment is proprietary and obtainable only from one supplier 設(shè)備只能從某一供貨商處獲得Critical items are to be procured from specialist suppliers 關(guān)鍵部件只能由專業(yè)供貨商生產(chǎn)6. Other Forms of Procurement Repeat Order （Based on original ICB) 重復(fù)訂貨 (基于原ICB）when addition