To convey clearly to the tenderers what are to be required to be done during tendering and after the award of the contract such that the awarded contract sum is sufficient for the Contractor to finish the job as expected without unexpected claims
free of ambiguity
free of discrepancy
full disclosure and warning of matters which may affect the prices and time
To provide for a full set of terms and conditions ready for turning into a contract without loose ends
To afford provisions to deal with changes
The complete set of documents issued for tendering, including Tender Drawings
Documents issued for tendering, other than Tender Drawings
Generic Composition of Tender Documents
Conditions of Tendering / Conditions of Tender / Instructions to Tenderers
投標條件 / 投標條件 / 投標須知:
to describe rules and procedures to be followed during tendering.
Form of Tender
for the Tenderer to state his offer
Form of Contract
to desribe terms and conditions to be followed when peforming the Contract;
may refer to some Standard Forms of Contract, and not actually include a copy in the Tender Documents; and
where a Standard Form of Contract is used, the Tender Documents should include any amendments or special conditions to the standard.
Specification or Employer's Requirements or Brief
to specify the work, materials and workmanship desired by the Employer;
may include a section on Preliminaries or General Requirments, and other sections on materials and workmanship, those other sections are collectively called "Technical Specification" "技術要求";
may refer to some Standard Specification, and have Particular Specifications to describe deviations from or supplements to the standard; and
may use a General Specification, and have Particular Specifications to describe deviations from or supplements to the general.
for the Tenderer to give a detailed build-up of his tender sum in any of the following forms:
Bills of Quantities
Summary of Tender;
Schedule of Rates or Schedule of Quantities and Rates;
Conditions of Tendering / Conditions of Tender / Instructions to Tenderers.
Form of Tender with various kinds of appendices.
Appendices to the Form of Tender (if not included in or appended to the Specification or Preliminaries):
Pro-forma Surety Bond;
Form of Warranty (for Sub-Contracts);
Statement of all convictions or no convictions under the Immigration Ordinance (Cap. 115) for last <> years;
Statement of all convictions or no convictions under the Factories and Industrial Undertakings Ordinance (Cap. 59) for last <> years;
Statement of all convictions or no convictions under the Employment Ordinance (Cap. 57) for last <> years;
Statement of involvement in arbitration or litigation in the last <> years or foreseeable in the next <> months;
Declaration of no conflict of interests; and
Declaration of no collusion.
Amendments to the Standard Form of Main Contract / Special Conditions of Contract.
Amendments to the Standard Form of Sub-Contract / Special Conditions of Sub-Contract.
Preliminaries (if not included as Bill No. 1 in full);
Particular Specification; and
Preambles to Bills of Quantities (if not included as Bill No. 2).
Bills of Quantities:
Bill No. 1 – Preliminaries (full descriptions or headings only);
Bill No. 2 – Preambles;
Bill No. 3 onwards - Measured Works Sections;
Prime Cost and Provisional Sums;
Dayworks Schedule or Daywork Rates Schedule;
Schedule of Rates or Schedule of Quantities and Rates (if without Bills of Quantities).
Summary of Tender (if without Bills of Quantities).
Schedule of Drawings.
Appendices (references to these Appendices should be given in the appropriate parts of the Tender Documents):
Insurance policies taken out by the Employer;
Property Management’s house-rules (if not already described in the Specification and Preliminaries); and
Main Contractor’s house-rules (for Sub-Contract tendering).
Contract Specific Contractual Provisions (other than the Usual Standard Provisions)
Names of the Employer and Consultants
Site locations, site restrictions, permissible working hours
Liability for ground conditions and underground obstructions
Scope of the Works, nominated sub-contracts and supply contracts, specialist domestic sub-contracts, previous contracts, concurrent contracts, works by public authorities, demarcation, relationship, co-ordination and attendance
Scope of contractors’ design, statutory submissions, maintenance and warranties
Time for possession, entry, commencement, completion; allowances for anticipated delays; criteria for certifying completion
Damages for delay; qualifications by sub-contractors on the level of damages
Defects liability period, maintenance period
Form of Main Contract and Sub-Contracts to be used; special conditions
Excusable events and compensable events
Payment terms, advance payment, deposit payment, period of interim certificates, grace period for honouring payments, retention percentages, maximum retention, time to release retention
Drawings and Specification to be used
Pricing basis, with or without bills of quantities, lump sum or remeasurement
Any adjustments for cost fluctuations
Liability for insurance of the Works, third party, employees, construction plant and temporary buildings; limits of indemnity; levels of excesses / deductibles
Amount of surety bond
Phasing requirements and consequential effects on completion certificate, damages for delay, retention, defects liability, maintenance obligations, insurances, bond, etc.
Specific requirements on hoardings, Employer’s site office
Responsibilities for source and consumption of temporary water, lighting and power
Considerations when dealing with Drawings
How detailed should the Tender Drawings be when the design is to be further developed by the Contractor? The significances of being too detailed or too vague.
Drawings actually issued to tenderers
Drawings available for inspection
BQ (Taking-off) Drawings
Preliminary design drawings to be submitted by the tenderers
Working Drawings / Construction Drawings
As-built Drawings / Record Drawings
How to manage these drawings to avoid discrepancies