ISO 10845-4:2021

INTERNATIONAL ISO
STANDARD 10845-4
Second edition
2021-07
Construction procurement —
Part 4:
Standard conditions for the calling for
expressions of interest
Marchés de construction —
Partie 4: Conditions-types normalisées pour appel aux parties
intéressées
Reference number
©
ISO 2021
© ISO 2021
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ii © ISO 2021 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 General requirements . 3
4.1 Actions . 3
4.2 Supporting documents . 3
4.3 Interpretation . 3
4.4 Communication and employer's agent . 3
5 Respondent's obligations . 3
5.1 Eligibility . 3
5.2 Cost of submissions . 4
5.3 Checking documents . 4
5.4 Acknowledging addenda . 4
5.5 Clarification meetings . 4
5.6 Seeking clarification . 4
5.7 Making a submission . 4
5.8 Information and data to be completed . 4
5.9 Closing time . 4
5.10 Clarification of submission . 5
6 Employer's undertakings . 5
6.1 Responding to clarification . 5
6.2 Issuing addenda . 5
6.3 Late submissions . 5
6.4 Opening of submissions . 5
6.5 Non-disclosure . 5
6.6 Grounds for rejection and disqualification . 5
6.7 Test for responsiveness . 5
6.8 Non-responsive submissions . 6
6.9 Evaluation of responsive submissions . 6
6.10 Providing written reasons for actions taken . 6
Annex A (informative) Commentary . 7
Annex B (informative) Submission data .14
Annex C (informative) Evaluating expressions of interest .18
Annex D (informative) Evaluation reports .20
Bibliography .22
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
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electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
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iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 18, Construction procurement.
This second edition cancels and replaces the first edition (ISO 10845-4:2011), which has been
technically revised.
The main changes compared to the previous edition are as follows:
— definitions and parts of the text have been updated and aligned with other parts of the ISO 10845
series to ensure consistency in concepts and terms;
— an informative annex on the formulation of evaluation reports has been added.
A list of all parts in the ISO 10845 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2021 – All rights reserved

Introduction
Procurement is the process which creates, manages and fulfils contracts. There are accordingly three
phases to the procurement process associated with the delivery and maintenance of construction
works, namely:
— a planning phase during which decisions are made as to what, where and when goods and services
are required, how the market is to be approached and what is the number, type, nature and timing
of the required contracts;
— an acquisition phase during which contracts are entered into following the execution of a selection
procedure; and
— a contract management (or contract administration) phase during which compliance with
requirements, changes in requirements and risk events which manifest during the execution of
contracts are managed.
Expressions of interest form part of the acquisition phase and are used to request potential tenderers
to register their interest in undertaking a specific contract or to participate in a project or programme
and to submit their credentials so that they can be invited to submit a tender offer should they qualify
or be selected to do so. Conditions for the calling for expressions of interest are required to establish
procedures from the time that expressions of interest are called for to the time that respondents are
invited to submit tender offers or are admitted to a database. Such conditions document the procedures,
the manner in which those engaged in these processes are to behave, the obligations of the respondent,
and the undertakings of the employer.
Calls for expressions of interest are associated with the use of the nominated and qualified selection
methods as described in ISO 10845-1 in order to admit respondents to an electronic database or
shortlist of pre-qualified tenderers (or both) so that they can be invited to submit tender offers in
respect of a particular procurement, respectively.
Calls for expressions of interest, when used to pre-qualify or shortlist tenderers, provide the market
with an advance warning of a tendering opportunity and reduce unnecessary abortive costs in
processing and preparing tenders offers. They can also be used to:
a) give the employer time to finalize the procurement documents and eliminate the need for
advertising tenders as only those tenderers who are shortlisted are invited to submit tender offers;
b) ensure that tenders are only invited from tenderers who potentially have the necessary capabilities
and capacities to perform the contract;
c) ensure that a limited number of respondents are invited to submit tender offers (usually not less
than three), where the evaluation of tender submissions is resource intensive or to make the
procurement more attractive to potential tenderers due to the demands made on tenderers during
the tender process in preparing a submission; or
d) allow capability and capacity to deliver the required goods, services and construction works to be
evaluated in two stages or to be omitted in the evaluation of tender offers.
Annex A contains guidance on the application of this document and suggestions on good practice.
Annex B provides guidance on how to develop the submission data for a call for expressions of interest
using this document. Annexes C and D offer guidance on the evaluation of expressions of interest and
the structuring of evaluation reports, respectively.
ISO 10845-2 establishes the manner in which calls for expressions of interest should be formatted
and compiled. The standard conditions containe
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