3.0 OBTAINING TENDERS
3.0招標
3. 1 Preparation of Tender Documents
3. 1編制招標文件
3.1.1 General
3. 1.1概述
The tender documents prepared by the employer/engineer will normally include the following：
雇主/工程師編制的招標文件一般包括下列各項：
-Letter of invitation to tender,
- 投標邀請函。
-Instructions to tenderers,
- 投標人須知。
-Tender form and appendices,
- 投標書格式與附錄。
-Conditions of contract (Parts I and Ⅱ ) together with any requisite forms,
- 合同條件（第一部分和第二部分）以及任何必要的格式。
-Specification.
- 規范。
-Drawings.
- 圖紙。
-Bill of quantities or schedule of prices,
- 工程M清單或價格表。
-Information data.
- 資料數據。
-List of additional information required from tenderers.
- 要求投標人提交的附加資料清單。
The scope of the contract and an outline of the tender documents should be prepared before the prequalification documents in order to achieve consistency between these two sets of documents.
合同范圍和招標文件綱要應在資格預審文件之前編訂，目的是使這兩 套文件保持一致。
Some of the above items, such as “Letter of invitation to tender” and “Instructions to tenderers” will normally not form part of the contract agreement (see chapter 6.2) and consequently requirements and conditions applying to matters arising after award of contract must be incorporated elsewhere in the tender documents.
前面所列的某些項（如“投標邀請函”和“投標人須知”）一般不構成 合同協議書中的--部分（見第6. 2章），所以，適用于授予合同之后的 各項，宜的要求和條件必須納入招標文件其他部分中。
Essential features of the tender documents are described below.
招標文件的基本內容所述如下。
3.1. 2 Letter of Invitation to Tender
3. 1.2投標邀請函
The letter of invitation to tender should be on employer^ headed paper and should include：
投標邀請函應使用臺端印有雇主名稱地址信箋，并應包括:
- Tender reference and title,
- 招標編號和名稱。
- List of documents issued.
- 頒發的文件清單。
- Receipt form for the tender documents (to be signed and returned by the tenderers)
- 收到招標文件的回執表格（由投標人簽字、送回）。
- Instruction to inform the employer/engineer, in writing, of any significant changes to the data supplied in the prequalification application.
- 要求投標人對其在資格預審申請書提供的資料的任何重要變化應 書面通知雇主/工程師的指示。
- Date and place of tender submission and tender opening.
- 提交投標書和開標的日期和地點。
The letter of invitation should he kept as short as possible. Detailed information should he contained in the instructions to tenderers.
邀請函應當盡可能簡短。詳細的情況應包括在投標人須知中
3.1.3 Instructions to Tenderers
3. 1.3投標人須知
General
概述
Instructions to tenderers should be prepared by the employer/engineer to meet the particular requirements of individual contracts. The purpose of the document is to convey information and instructions that will govern the preparation, submission and evaluation of tenders.
雇主/工程師應編制投標人須知，以滿足每個合同的具體要求，這個文 件的目的是傳遞關于編制、提交和評估投標書時所需要的信息和應遵 循的指示。
When determining the tender period, the employer/engineer must ensure that adequate time is available for tenderers to prepare their tenders taking into account the size, complexity and location of the project in question.
當決定投標期時，雇主/工程師必須根據該項目的規模、復雜性和位置 保證給予投標人充分的時間來編制他們的投標書。
Tenderers should be notified of the number of copies of their tender that are required, stipulating that one set of the documents should be clearly marked “Original Tender” and the others(which should be photocopies )marked “Copy” and that，in the event of discrepancy, the “Original Tender” shall take precedence.
應將要求的投標書的份數通知給投標人，同時說明其中的ー套應清楚 地標明“投標書正本”，其他各份（為照相復制本）標明為“副本”，如果兩者之間出現不一致，應以“投標書正本”為準。
If a power of attorney is required» details of the precise requirements should be given.
如果要求委托書，應說明準確、詳細的要求。
The tenderers’ ttention should be drawn to any requirement for documents to be notarised and legalised at the embassy or consulate of the employer’s country,
如果要求有關文件需要到雇主國家的大使館或領和館去公證從而使其 具有法律上的效力，則，應提請投標人注意。
Tenderers should be informed whether the successful tenderer will be required to establish a locally registered company for the purpose of the contract.
應通知投標人中標者，為了執行該合同，他是否需要在當地注冊ー個公司。
The instructions to tenderers should state that the employer does not bind himself to award a contract to any of the tenderers.
在投標人須知中應說明雇主不受將合同授予任何投標人的約束。
If remuneration is to be made to tenderers who submit responsive tenders ,the sum should be advised. If not，it should be stipulated that all costs and expenses associated with the preparation and submission of tenders shall be borne by the tenderers.
如果對那些提交符合要求的投標書的投標人給予某些補償，則應將該 筆金額通知他們。如果不給補償的話，應說明與編制和提交投標書有 關的一切費用均有投標人承擔。
Consideration should he given to offering some remuneration to tenderers if they, in order to provide a responsive tender, have to undertake studies or carry out design work of a conceptual nature. This will normally he the case in “Design, Build, Operate and Transfer” projects or “Design, Build and Operate” projects, see Appendix I .
如果投標人為了提交符合要求的投標書必須進行研究或進行概念設計 的話，可考慮給予他們某些補償。在“設計、建造、運營和轉讓”項 目或“設計、建造和運營”項目中情況常常如此，見附錄I。
Documents
文件
The instructions to tenderers should contain a list of the documents required to form a complete tender.
投標人須知中應包括一份構成一個完整投標所需的文件清單。
Tenderers should be informed that a tender will be rejected unless it is substantially responsive.
應通知投標人，每項投際書應基本符合要求，否則，它將被拒絕。
It should be made clear to tenderers that any corrections must be initialled. Data presented by tenderers in the form of computer printouts ,where appropriate，should normally be accepted.
應向投標人講明，任何更改必須給予草簽。根據實際情況，以計算機 打印件的形式提供的資料一般應予接受。
Alternative Tenders
投標書的替代方案
Tenderers should be informed of whether alternative tenders will be considered or not. A compliant tender is normally a precondition for considering alternative tenders.
應告知投標人投標書的替代方案是否應予考慮。一般提交一份符合要 求的投標書是考慮替代方案的先決條件。
Alternative tenders must include a comprehensive and precise description of the parts of the tender documents vuhich have been altered. The alternative tender should include fall details of contractual conditions, specification，drawings, calculations, environmental impacts and costs for the parts of the works that have been altered in order to allow afair technical and financial evaluation of the alternative proposal.
投標書的替代方案中必須全面準確地說明招標文件中的更改部分。為 了能在財務和技米方面對替代方案作出的公平評估，在投標書替代方 案中必須包括涉及更換的那部分工程的合同條件、規范、圖紙、計算 書、環境影響以及費用的詳細情況。
Modification to Tenders
對投標書的修正
The tenderer should be informed that, if he has delivered, posted or dispatched his tender prior to the formal vsubmission date he has the right to modify or make corrections to it, provided that any such modifications or corrections are received by the employer/engineer in writing prior to the time specified for submission of tenders. The original tender thus modified or corrected would then be considered as the official tender.
應通知投標人，如果他在正式的提交日期遞交、發送了他的投標書，他 有權對其作出修改或更正，但規定，關于任何此類修改或更正，投標 人必須使雇主/工程師在規定的投標書提交日期之前收到書面通知。如此修改或更正后的投標書正本即被認為是正式的投標書。
Financing Arrangements
融資安排
Tenderers should be advised of the source of finance and related conditions.
應通知項目的資金來源及相關條件。
Where tenderers are required to provide financing they should be instructed to provide information as to source of finance and the conditions which will appy.
如果要求投標人帶資承包，應指示他們提供有關資金來源和所適用的 條件。
Currencies and Payments
貨幣與支付
Specific instructions should be given concerning the currencies to be used in the preparation of the tender. Tenderers should also be advised in which currency/currencies payments will be effected.
有關編標時應使用的貨幣種類，雇主/工程師應給出明確的指示，投標 人還應被告知支付時將使用何種貨幣類型。
Where tenderers are required to express their tenders in a single currency (usually the currency of the country in which the works are to be carried out) is necessary to define the rates of exchange which have been used to convert the various currencies in which payment is required into a single currency unit. more than (me tenderer may request part payment in one particular currency, it is preferable that the exchange rates to he used should he consistent and, therefore, that they should he defined by the employer/engineer and notified to each tenderer a reasonable time before the date of submission. Normally, these rates should he the selling prices quoted at the local central hank and the rates should he those quoted at the time of closing 28 days before the tender submission date. The rates quoted are incorporated in the contract when awarded.
如果要求投標人使用單ー貨幣來表示他們的投標報價（一般為工程實 施所在國的貨幣），則有必要規定匯率，以便將支付要求的各種貨幣兌 換成單一貨幣單位。由于若干投標人要求支付他們一定量的某一特定貨幣，所以，使用的匯率最好保持一致。因此，匯率應由雇主/工程師 規定，并在提交投標書之前的一段合理的時間內通知給每個投標人，一般來說，此類匯率為當地中央銀行在投標書遞交之前第二十八天之日 發布的售價，并在授予合同時寫入的合同中。
Domestic Preferences
國內優惠
Tenderers should be advised if and how domestic preferences will be applied in the evaluation of tenders,
如果在評標時對國內投標優惠，則，應通知投標人，并且告知他們優 惠的實施方法。
Tender Securities
投標保證
The requirements for a tender security, if any, will be determined by the circumstances of each project- If a tender security is required, a form should be included in the tender documents. A standard form of tender security is shown in Appendix DI . The amount and currency (ies ) of the security should be stated. In all cases the surety or sureties must be satisfactory to the employer^ If a tender security has been requested. any tender which has not been so secured will be rejected.
對投標保證的要求應視每個項目的具體情況而定。如果要求提交投標 保證，則應將其格式包括在招標文件中，附錄Ⅲ中列出了一個標準的 投標保證格式。此類保證的金額和使用的貨幣應予以規定，在所有情況下，擔保人應令雇主滿意，如果已經要求提交投標保證，則沒有按 要求附有此類保證的投標書將被拒絕。
Tenderers should be advised of the period of validity which is required for the tender security, and the events which will entitle the employer to call the security. The terms reflected in the standard Form of Tender Security shown in Appendix I are as follows ；
雇主/工程師應將規定的投標保證的有效期，以及何種情況下雇主將有 權收繳投標保證金通知給投標人，附錄Ⅲ中的投標保證標準格式列出的條件如下：
a. that it shall remain in full force and effect until the earliest of
a.投標保證應在下列日期中最早的日期之前保持完全有效：
i. [date], being [ ]days form [submission date], the date stipulated by the Authority for the submission of tenders , or any prolongation of such date above notified to the Authority by the Tenderer and the Surety in writing ；
ⅰ 從[提交日期]或當局規定的提交投標書的日期算起的[]天 的[日期]，或投標人和擔保人書面通知給當局（即：雇主--譯者注， 以下同）的對該日期延長的日期；
ii. in the event of acceptance of the Tender by the Authority, the date upon which the Tenderer provides a performance security to the Authority in accordance with the terms of the contract thereby made between them, or
ii. 在當局接受了某個投標書的情況下，該投標人按雙方簽訂的合同條件向當局提交履約保證的日期；
ⅲ the event of acceptance by the Authority of a tender for the Works from a third party, the date upon which such third party provides the relevant performance security.
ⅲ 如果當局從第三方接受了對工程的投標書，該第三方提交相關 履約保證的日期。
b. subject to this Bond being in full force and effect, the Surety shall pay the full amount specified in this Bond upon receipt of a written certificate from the Authority stating that
b. 在本保函仍完全有效的情況下，擔保人在收到當局的說明下列情況 的證明后，應支付保函中規定的全部金額：
i. the Tenderer has withdrawn his Tender during the validity of this Bond，or
i. 在本保函有效期間投標人撤回了他的投標書，或者；
ii. the Tenderer has failed to provide a performance security to the Authority in accordance with the terms of the contract between them upon acceptance of the Tender.
ⅱ .投標人沒有按雙方簽訂的合同條件向當局提交履約保證。
It is recommended that the period of validity of the security (Bond) shall equal the period of validity of the tender plus the time allowed for the tenderer to provide his performance security under the terms of the eventual Contract between the contractor and the employer* Tenderers should be advised that their tender securities will be returned to them as soon as the security is no longer in full force and effect as covered in sub-paragraph (a) above.
在此建議，履約保證（保函）應等于投標有效期加上允許投標人按雇 主與承包商（即：中標的投標人--譯者注）之間簽訂的最終的合同提 交履約保證的時間。應通知投標人，當他們的投標保證如上面（a)中 所述不再有效之后，投標保證將被盡快退還給他們。
The employer/engineer should select the type and amount of security most appropriate to the contract to he awarded. It is preferable that the amount of security should he stated as a specific sum rather than as a percentage of the tender price.
雇主/工程師應選擇最適合于所授出的合同的投標保證類型和金額。最 好將該保證金額規定為ー筆固定數額，而不要規定成投標價格的百分 數。
Evaluation Criteria
評標標準
The evaluation criteria, which will form the basis for the selection of the most advantageous tender, should be specified.
評標標準將構成選擇最有利的投標的主要依據，所以應當明確規定
If a specific method of evaluation is to be used in selecting the successful tender，the method should be described in the instructions to tenderers.
如果評標時使用某一具體評標方法，則此方法應在投標人須知中說明。
While adjudication generally will be primarily on the basis of tender price，other factors which may be relevant include：
盡管對投標書的裁定一般主要依據投標價格，其他相關的因素還有：
- time for completion -suitability of technology
- 竣工時間 -技術的適合性
- life cycle costs of construction and plant
- 施工和設備的生命周期費用
- environmental impact during the lifetime of the project
- 在項目使用期中對環境的影響
- avoidance of hazardous materials
- 對有害材料的避免
- quality and serviceability of plant
- 設備的質M和性能
- project financing
- 項目融資
- operation and maintenance costs
- 運行和維護費用
These jactors shall he ? to the extent practicable i expressed in monetary terms or given a weight in the evaluation provision of the tender documents.
這些因素應盡可能地用資金來表示，或在招標文件的評標規定中給予一個權重。
Performance Securities
履約保證
If a security (guarantee or bond )for performance is required, the type and terms should be specified in the conditions of contract. The terms should include the period of validity of the security t the procedure to be followed if the security is forfeit, arrangements for its release and the currency of any monetary transactions involved.
如果要求履約保證（保證書或擔保函），其類型和條件應在合同條件中 予以規定。它的條件應包括保證的有效期、沒收的采用的程序、退還 的安排、以及資金交易時所使用的貨幣。
Checklist
核對清單
The following checklist: is included to assist in the preparation of instructions to tenderers and shows subjects which should be covered ；
為幫助編制投標人須知，給出下列核對清單，表明投標人須知應包括 的內容：
- The language of the tender.
- 投標書的語言。
- The number of copies of the tender that are required.
- 要求提交投標書的份數。
- Which documents have to be filled in by the tenderer and returned by the submission date and which have to be signed,
- 哪些文件需要投標人填寫并在提交日期之前送還，哪些文件需要
- The requirement for each tenderer to provide a power of attorney for the signature (s) to the tender.
簽字。
- Any special rules regarding treatment of taxes, duties and other fiscal matters in the tender.
- 要求每個投標人為投標書簽字提交一份授權書。
- Validity period of the tender.
- 關于在役標中處理稅收、關稅以及其他財政ボ宜適用的特殊規則。
- Any documents other than those issued as part of the tender documents which the tenderer must include with his tender (e. g- technical description or drawings，proposed methods of construction 5 proposed environmental protection measurements, proposed programme, schedule of key staff, quality control).
- 投標書有效期。
- Procedure for issuing addenda to the tender documents.
- 除作為招標文件一部分的那些文件之外，投標人還必須隨其投標 書提交的任何文件（技術說明或圖紙、擬定的施工方法、擬定的 環保措施、擬定的進度計劃、關鍵職員表、質量控制等）。
- Procedure for dealing with queries raised by tenderers.
- 頒發招標文件補遺的程序。
- Instructions for packing .labelling and addressing the tender (including a supply of standard labels if this is the practice of the employer).
- 處理投標人提出的質疑的程序。
- Procedure to be adopted for tenderers to inspect the site of the works.
- 關于投標書的包裝、標記以及地址書寫的指示（如果屬于雇主的慣常做法時，還包括提供標準的標簽
- Procedure for inspecting any special documents not issued with the tender documents (e. g. site investigation reports), circumstances under which alternative offers may be submitted, confidentiality of tender documents.
- 投標人勘查工程現場的程序。
- Procedure for the return of tender documents by unsuccessful tenderers (if required),
- 查閱沒有隨招標文件一起頒發的任何特殊文件的程序（如現場勘測報告）。
- Procedure for dealing with requests for extension of time by tenderers.
- 可以提交投標書替代方案的情況。
- Arrangements for the opening of tenders,
- 招標文件的保密性。
- Procedure for dealing with arithmetic errors found in tenders during evaluation,
- 未中標的投標人退還招標文件的程序（如果要求的話）。
- Rules relating to disqualification/rejection of tenders (e- g. late arrivals, altered figures, incomplete submissions and deviations).
- 處理投標人的延期要求的程序
- Any unusual features of the particular tendering process.
- 開標的安排。
- Information about the evaluation criteria
- 處理在評標時發現的投標書中運箅錯誤的程序。
3.1.4 Conditions of Contract
- 關于取消投標資格/拒絕投標書的規定（如遲到、更改數字、提交 文件不全、以及偏離要求等）。
The conditions of contract should be based on widely recognised conditions of contract such as “Conditions of Contract for Works of Civil Engineering Construction” and “Conditions of Contract for Electrical and Mechanical Works” published by FIDIC,
- 具體招標過程中的任何特殊情況ö 評標標準的說明。
These documents comprise ：
3. 1.4合同條件
Part 1 ： General Conditions (and Preamble, if applicable).
合同條件應基于得到廣泛認可的合同條件，如FIDIC出版的《土木工程施工合同條件》和《電氣與機械合同工程合同條件》。
Part II ： Conditions of Particular Application or Special Conditions.
這些文件包括：
Tender form.
第一部分：通用條件（以及序文，視情況而定）。
Agreement form
第二部分：專用合同條件或特殊條件。
If one of the above mentioned conditions is specified j guidance in its use is given in one of the following two publications “Guide to the use of FIDIC Conditions of Contract for Works of Civil Engineering Construction” and “Guide to the use of FIDIC Conditions of Contract for Electrical and Mechanical Works”
投標書格式。
It should he noted that the conditions have been prepared to provide a fair sharing of responsibility and risk between employer and contractor and contain many interdependent clauses. They should therefore he adopted with as few alterations as possible.
協議書格式。
3.1. 5 Specification
如果規定了上述合同條件中的ー種，在下面的兩本書中的一本中給出 了它們的應用指南，ー本是《FIDIC 土木工程施工合同應用指南》，另一本是《FIDIC電氣與機械工程合同條件應用指南》。
The specification will define the scope and technical requirements of the contract, including any requirements for training and the transfer of technology. The quality of materials and the standards of workmanship to be provided by the contractor must be clearly described, together with requirements for quality assurance to be performed by the contractor and the required safety ,health and environmental measures to be observed during the execution of the works, The extent, if any，to which the contractor will be responsible for the design of the permanent works should also be specified . Details should be included of samples to be provided and tests to be carried out by the contractor during the course of the contract, Any limitations on the contractor^ freedom of choice in the order, timing or methods of executing the work or sections of the works should be clearly set out and any restrictons in his use of the site of the works, such as interface requirements with other parts of the work, or provision of access or space for other contractors，should be given.
應當注意，編制合同條件是為了規定雇主和承包商公平地分擔責任和 風險，并包含許多相互關聯的合同條款。因而，在采用此類合同條件葉，應盡可能少作更改。
The specification shall promote the broadest possible competition and as far as possible follow international standards such as those issued by ISO.
3. 1. 5規范
3.1.6 Drawings
規范應規定合同的范圍和技術要求，包括任何培訓和技術轉讓要求，承 包商提供的材料質量和エ藝標準應予以明確規定，同時還應說明對承 包商執行質量保證的要求;要求承包商在工程施工期間遵守的安全、衛 生和環保措施，承包商負責永久工程的設計范圍（如果負責的話）亦 應在規范中明確規定，在規范中應包括合同期內承包商提供的樣品和 須做的試驗的詳細規定，任何對承包商自由選擇工程或其區段實施的 順序、時間安排及其方法的限制應明確列出。同時任何對現場使用的限 制（如：與工程其它部分接合部的要求或為其它承包商提供通道或空 間的要求）亦應說明。
The drawings included in the tender documents should provide tenderers with sufficient detail to enable them, in conjunction with the specification and the bill of quantities ^ to make an accurate assessment of the nature and scope of the works included in the contract. The drawings should be listed in the specification.
規范應最大限度地提倡競爭，并盡可能采用國際標準，如國際標準化 組織（ISO)頒布的標準。
3.1.7 Bill of Quantities/Schedule of Prices
3. 1. 6圖紙
The bill of quantities/schedule of prices should provide identifying descriptions and estimated quantities of work comprised in the execution of the works.
在招標文件中包括的圖紙應向投標人提供詳細的資料，以便使他們在 參照規范和工程量清單的情況下能對合同中包含的工程的性質和范圍作出準確的估價。圖紙應在規范中列出清單。
If the tenders are based on lump sums ^ a break-down of such sums into constituent parts should be provided by the tenderer,
3. 1.7工程量清單/價格表
3. 1. 8 List of Additional Information required from the Tenderers
工程量清單/價格表應給出實施工程中包括的各項工作說明和相應的 估算工程。
The employer/engineer should specify and additional information that tenderers arc required to submit with their tenders. To ensure completeness and uniformity between tenderers, a suitable form should be prepared and issued as part of the tender documents.
如果投標是基于包干總價，投標人應提供該包干總價分解為各組成部 分的單價。
Information should not be sought on matters which affect neither the evaluation of tenders nor the subsequent contract.
3. 1. 8要求投標人提供的附加資料清單
hi order to assist the employer in forward budgeting, tenderers may he requested to provide with the tender an estimate of disbursements (excluding provisional sums) to he made by the employer during the period of the contract. The instructions should state the periods to he adopted for this estimate.
雇主/工程師應說明要求投標人隨他們的投標書一起提交的任何附加 資料。為了確保附加資料的完整性和投標人之間一致性，應編制ー個適當的附加資料表，并作為招標文件的一部分頒發。
The estimates of cash flow will not become part of the contract as the figures may have to he reviewed and adjusted as the work proceeds. Expenditure tinder provisional sums will affect the figures, and so also will changes in the source of supply of goods and modifications to the programme or the extent of the works.
雇主/工程師不應要求投標人提供與評標和隨后的合同無關的資料。
Depending on the particular requirements of a project^ such additional information may include some of the following:
為了有助于雇主制訂預算，可要求投標ん隨他們的投標書一起提交一 份在合同期內雇主將支付他們款項的估算書（臨時預支款除外）。在技 標人須知中應說明姑算采用的時間段。
- Tenderer’s organisation for executing the contract.
現金流量估算書將不構成合同的一部分，因為估算數字可能隨工程的 進展而需進行審查和調整，臨時預支款下的開支將影響估算數字，同 時，供貨渠道的變動以及工程進度或范圍的修改也會影響此類估算數字。
- Tender programme for execution of the works.
根據項目的具體要求，此類附加資料可包括下列內容中的一些:
- Breakdown oj prices.
- 投標人執行合同的組織。
- Estimates of cash flow.
- 標為實工程所定的進度計劃。
- List of proposed major subcontractors, together with details of those parts of the works which the tenderer would propose to subcontract.
- 價格分解。
- Details of key staff who would he employed on the project.
- 現金流量估算書。
- Proposed sureties for performance securities.
- 擬使用的分包商的清單，以及投標ん準備分包出去的那部分工程 的詳細情況。
- Proposal for accommodation of contractor1 s employees.
- 將雇用于項目的關鍵職員的詳細情;兄。
- Projected build-up of labour on site, both Local and foreign.
- 擬定的履約保證的擔保人。
- Contractor s estimated electrical power requirements on site.
- 承包商雇員食宿的建議書。
- List of construction equipment proposed.
- 現場勞務人員的構成，包括當地的和國外的。
- Update of prequalification information j e. g. financial status and projects in hand.
- 承包商估計在現場所需的電量。
The list is not exhaustive. It should he clearly stated which items form part of the evaluation and which items are to be incorporated into the contract,
- 建議使用的施工設備清單。
3. 2 Issue of Tender Documents
- 對資格預審中提供的資料的更新，如：財務狀況和現有的項目。
Tender documents should be issued by the employer/engineer to those firms who have been selected to tender.
這個清單并不全面，應清楚地說明，哪些項構成評標時的因素，哪些 項將編入合同中。
If a charge for documents Ls to he raised, issue should only he made against payment.
3.2頒發招標文件
As an alternative to postings or despatching by other means, tenderers should always be given the option of collecting tender documents from the employer/engineer on the due despatch date. Tenderers should he asked whether they wish to collect the documents and instructed as to the time and place for collection.
招標文件應由雇主/工程師頒發給那些通過資格預審的公司。
3.3 Visit to Site by Tenderers
如果規定招標丈件收費，則僅當得到付款后才予以領發。
Visits to the site of the works should be arranged with the employer/ engineer as laid down in the instructions to tenderers.
除了郵寄或其它方式的發送之外，始終應允許投標人可以在須發招標文件之日期去到業主/工程師處領取招標文件。應詢問投標人他們是否愿意去領取文件，并通知他們領取的時間和地點。
The primary purpose of the visit is to enable each tenderer to inspect the site and obtain all relevant information required for the preparation of his tender.
3.3投標人現場考察
Tenderers should he advised of the probable duration of the visits the period during which the visit may he made and the maximum number of persons from each tenderer allowed to participate.
對工程現場的考察，應按投標人須知中的規定，與雇主/工程師一起安 排。
The arrangements for the site visit should he determined so that equal opportunities are open to all tenderers. The visit should take place at approximately the end of the first half of the tender period and should include a tenderer^ conference,
考察的主要的目的是，能夠使每個投標人查看現場，并獲得編標所需 的一切有關資料。
Tenderers should make their own travelling arrangements and hear the costs, including fares, accommodation and subsistence and they should he advised of this in the instructions to tenderers.
應通知投標人考察可能多長時間，進行考察的暫定期間，以及允許每個投標人參加考察的最多人數。
It is the responsibility of the employer/engineer to make only those arrangements necessary for the actual inspection of the site.
決定現場考察的安排時，應能使所有投標人都能得到平等的機會。考察 時間應大致定于投標期限剛過一半時開始。在考察期間還應召開一次投標人會議。
The employer/engineer should make a record of tenderers representatives visiting the site.
投標人的旅行應自行安排，費用自負，包括車票、食宿、補助等費用 這些都應在投標人須知中通知投標人。
The employer I engineer may require tenderers visiting the site to indemnify the employer/engineer against any claims for damage^ injury or death as a result of the visit.
雇主/工程師僅應負責現場實地考察所需的必要安排，雇主/工程師應 對參加現場考察的投標人代表加以記錄。
3.4 Tenderers’ Queries
雇主/工程師應要求參加考察現場的投標人保障雇主/工程師免遭因現場考察引起損害、人身傷亡所招致的索賠。
Tenderers’ queries can be handled by correspondence or by tenderers’ conference or by a combination of these methods.
3.4投標人的質疑
The intended method or methods should be described in the instructions to tenderers.
處理投標人的質疑可采用信函答復方式，或召開投標人會議的方式，或 同時采用兩者，準備采用的方式應在投標人須知中說明。
Correspondence Method
信函來往方式
Any tenderer requiring clarification of the tender documents should submit his queries to the employer/engineer in writing.
任何要求澄清招標文件的投標人應將其冋題書面遞交給雇主/工程師。
The employer/engineer should prepare and despatch written replies to queries. These replies, together with the text of the queries should be issued to all tenderers without quoting the source of the queries, and the tenderers should be required to acknowledge receipt of the information.
雇主/工程師應解答這些問題，并將書面解答發送給投標人。這些解答 以及原問題應發送給所有的投標人，但不應說明問題的來源，應要求 投標人復函說明收到有關資料。
Tenderers should be instructed that queries will not be accepted by the employer/engineer unless received 28 days before the date for submission of tenders.
雇主/工程師應向投標人說明，在規定的投標書提交日期之前二十八天 之后收到的問題概不答復。
Replies to queries should, where appropriate, be issued as addenda to the tender documents.
如果需要的話，對質疑的解答應作為招標文件的補遺頒發給投標人。
Tenderers’ Conference Method
投標人會議方式
With the conference method，queries from the tenderers to the employer/engineer are dealt with at a tenderers1 conference arranged by the employer/engineer to take place at the time of the site visit.
如果采用召開投標人會議的方式，則投標人向雇主/工程師提出的質疑 應由雇主/工程師在現場考察期間安排的投標人會議上解答。投標人的質疑應是書面的，并應說明提出的問題的單位。
Tenderers’ queries should be in writing and should identify the party raising the query.
雇主/工程師應盡可能在會議上對問題作出口頭解答。
As far as possible oral answers should be given by the employer/engineer during the conference.
在會議之后的合理時間內，雇主/工程師應向所有投標人（不管他們是 否與會）發送記錄問題與解答的整套會議紀要。如果需要的話，應將此 類問題與解答作為招標文件的補遺來頒發。
Within a reasonable time after the conference, the employer/engineer should send all tenderers, whether present at the conference or not, a full set of minutes recording both the queries and formal replies. Where appropriate, an addendum to the tender document should be issued.
投標人收到會議紀要之后應給業主/工程師復函，說明收到該資料。
Receipt of the minutes should be acknowledged by the tenderers.
每個投標人參加會議的代表人數應限制在ニ〜三名。
Representation from each tenderer should be limited to two or three persons at the conference.
3. 5招標文件補遺
3. 5 Addenda to Tender Documents
當頒發補遺時，為了查閱方便，每項補遺應編有序號，并包含有ー個回執條，這一回執條應由投標人簽字，并立即發還給雇主/工程師。
Each addendum should, when issued, carry a serial number for reference purposes and contain a receipt slip which should be signed by the tenderers and returned immediately to the employer/engineer.
補遺應本身完整，不能依賴投標人去理解其中隱含的意思，并根據自己的猜測來斷定招標文件是否要作出其它相應的變更。
Addenda should be complete in themselves and should not rely on tenderers having to appreciate the implications and decide whether other changes to the documents are required as a consequence.
補遺構成招標文件的一部分。
Addenda become part of the tender documents.
在招標期間，有可能必須對招標文件進行解釋、修改、增加或刪減。這些應根據上述的程序通如給投標人。
It is possible that explanations, revisions, additions or deletions to the tender documents may be necessary during the tender period and these should he notified in accordance with the procedure shown above.
如果可能的話，雇主/工程師應避免在招標期f艮的后期階段領發補遺。
The employer/engineer should avoids if possible, the issue of addenda during the latter part of the tender period. If unavoidable, the employer / engineer should consider extending the tender period to allow tenderers a reasonable time for their incorporation. It should also he remembered that changes of a minor' nature can usually he dealt with in discussions with the selected tenderer prior to award.
如果不可避免的話，雇主/工程師可考慮將投標期限延長，以給予投標 人一合理的時間，讓他們在其投標中對招標文件補遺予以考慮。同時應 當記住，對于無關緊要的小變動，常常可以在授予合同之前通過與選 定的投標人商榷的方式來處理。
The tender period should not he extended unless the circumstances are exceptional. In considering the need for extensions which might arise, either as the result of major amendments to the tender documents or as a direct request from one or more tenderers ^ the following criteria should be applied :
除非情尤特殊，否則，投標期限一般不予延長。在考慮可能出現的延期 需要時，不管是由于招標文件作了重大修改，或是由于ー個或更多投 標:人的要求而致，均需按下列標準來判斷是否予以延期：
- Is there a convincing reason for granting an extension?
- 延期的理由充分嗎？
- Would the refusal of an extension reduce the number of tenders to he submitted?
- 括絕延期將影響到提交的投標書的數量嗎？
- Would an extension give preferential treatment to those tenderers who are unable to meet the original tender submission dated?
延期是否讓些本不能按原定提交投標書日期提交其投標書的投標 人從中獲益？
- Would an extension create unacceptable delay to the project programme?
延期是否對項目進度計劃導致不可接受的拖延？
3. 6 Submission and Receipt of Tenders
3.6投標書的提交與接收
It is the responsibility of tenderers to ensure that their tenders are delivered to the employer/engineer by the due submission date and time, properly signed by authorised signatories.
投標人有責任確保他們投標書在規定的提交日期和時間之前交送給雇 主/工程師，并由授權的簽字人正式簽字。
Tenderers should be instructed to return their tenders double-wrapped in plain envelopes or packages using pre-addressed labels provided by the employer/engineer. The labels should identify the particular tender and should carry a code to enable the employer/engineer to identify the tenderer (for example t for use in the event of late tenders having to be returned unopened), Labels should preferably be distinctive and carry the words 4*Tender Document-To remain sealed until official opening”.
應指示投標人，在提交投標書時，要使用雙S普通信封或封套，并將 雇主/工程師提供的が先寫好地址的標簽貼在上面，標簽應能標明所涉 及的投標，并應有一編碼，以便雇主/工程師能夠看出是哪位投標人的 投標書（如：在役標書遲到，不得不在不啟封的情況下退還給投標人 時，這種做法就很有用），標簽最好醒目，并標有“投標文件---正式開標示前不得啟封”的字樣。
The employer/engineer should mark all tenders with the time and date of receipt and ensure that they are kept secure and unopened until the date and time appointed for the official opening.
雇主/工程師應在投標書上記下收到的時間和日期，并確保投標書安 全，以及在正式開標指定的日期和時間之前不被啟封。
If tenders are delivered by hand. Tenderers should obtain a receipt from the employer/engineer recording the date and time of delivery.
如果投標書是派人專送的，投標人應從雇主/工程師處獲得一收據，上 面寫有送交的時間和日期。
Tenders received after the appointed time should be immediately returned, unopened, to tenderers, accompanied by an explanatory letter giving the date and time of receipt.
雇主/工程師不應啟封在規定的時間之后收到的投標書，并應立即將其退還投標人，同時附上--說明函，說明坆到的日期和時間。
