ISO 22058:2022

INTERNATIONAL ISO
STANDARD 22058
First edition
2022-02
Construction procurement —
Guidance on strategy and tactics
Marchés de construction — Recommandations en matière de
stratégie et de tactique
Reference number
© ISO 2022
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Published in Switzerland
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Options for engaging the market for new or refurbished construction works .2
4.1 Concept . 2
4.2 Financing of the project . 4
4.3 Design responsibilities . 5
4.4 Interface management responsibilities . 5
5 Framework for developing a procurement strategy . 6
5.1 General . 6
5.2 Strategic considerations . 7
5.3 Procurement objectives . 8
5.4 Spend, organizational, market and stakeholder analysis. 9
5.4.1 General considerations . 9
5.4.2 Spend analysis . 9
5.4.3 Organizational analysis . 10
5.4.4 Market analysis . 10
5.4.5 Stakeholder analysis . 10
5.5 Packaging strategy . 11
5.5.1 Concept . . 11
5.5.2 Framework or non-framework agreements . 11
5.5.3 Identifying work packages . 11
5.6 Contracting strategy .13
5.6.1 Concept . .13
5.6.2 Standard forms of contract . 13
5.6.3 Selecting a suitable standard form of contract and pricing options .13
5.7 Targeting strategy . 15
5.7.1 Concept . . 15
5.7.2 Key performance indicators . 16
5.8 Selection methods . 18
5.9 Documenting a procurement strategy . 19
6 Tactics .20
6.1 Concept . 20
6.2 Publicity . 20
6.3 Procurement planning and sequencing. 20
6.4 Setting up of procurement documents . 21
6.4.1 General . 21
6.4.2 Tactical variables associated with the process of offer and acceptance . 21
6.4.3 Identification of a suitable standard form of contract . 21
6.4.4 Specific conditions of contract . 23
6.4.5 Approaches to achieve quality . 24
6.4.6 Cost-effective procurement . 24
Annex A (informative) Delivery management concepts and practices .27
Bibliography .32
iii
Foreword
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This document was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 18, Construction procurement.
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iv
Introduction
Procurement is defined in the ISO 10845 series as "the process which creates, manages and fulfils
contracts". Procurement accordingly commences once a need for goods and services or any combination
thereof has been identified and it ends when the goods are received, the services and construction
works are completed, and contracts are closed out. It embraces the concepts of (see ISO 21502):
— planning for procurement when procurement strategies are developed, procurement criteria are
identified and contract specifications are developed;
— the evaluation and selection of a contractor in accordance with selected criteria;
— administering contracts involving the monitoring of contract performance, managing contract
changes and corrections, dealing with claims and ending contracts and closing contracts;
— closing contracts when the contract obligations of the parties have been met or the contract is closed
early in accordance with the termination clauses.
Delivery management is the critical leadership role played by a knowledgeable client to plan, specify,
procure and oversee the delivery of construction works projects resulting in project outcomes.
Procurement yields the necessary resources to deliver projects while delivery management provides
the necessary leadership and oversight management and forms part of the governance or quality
oversight arrangements for construction-related projects.
ISO 10845-1 describes generic procurement processes and establishes generic methods and procedures
for procurements enabling a procurement system to be established within an organization. ISO 10845-4
contains standard conditions for the calling for expressions of interest enabling respondents to be
prequalified to be admitted to a database or be invited to submit tender offers. ISO 10845-3 contains
standard conditions of tender enabling the process of offer and acceptance to be conducted. ISO 10845-2
establishes a uniform format for the compilation of calls for expressions of interest, tender and contract
documents, and the general principles for compiling procurement documents for supply, services and
construction contracts, at both main and subcontract levels.
ISO 10845-1 describes a number of techniques and mechanisms associated with targeted procurement
procedures, all of which are designed to promote the participation of targeted enterprises and targeted
labour in contracts. Key performance indicators (KPIs) relating to the engagement of enterprises, joint
venture partners, local resources and local labour in contracts are needed to implement many of these
procedures. ISO 10845-5 to ISO 10845-8 establish KPIs to measure the outcomes of a contract in relation
to the engagement of target groups, and to establish a target level or performance for a contractor to
achieve or exceed in the performance of a contract.
The ISO 10845 series only addresses parts of the procurement and delivery management system
required for the delivery of construction works projects. It fo
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