ISO 22058:2022 pdf – Construction procurement — Guidance on strategy and tactics.
1 Scope This document provides guidance on: a) options for engaging the market in satisfying a client’s need for new or refurbished construction works; b) the development of procurement strategies for one or more projects involving the acquisition of goods, services or any combination thereof, irrespective of complexity, size, duration or life cycle stage; c) the formulation of procurement tactics which enable identified procurement strategies to be effectively implemented. This document is applicable to the private sector, public sector or community organizations. Note A client can be a project owner or an entity within a supply chain which contracts for goods and services. 2 Normative references There are no normative references in this document. 3? Terms? and? definitions For the purposes of this document, the following terms and definitions apply. ISO and IEC maintain terminology databases for use in standardization at the following addresses: — ISO Online browsing platform: available at https:// www .iso .org/ obp — IEC Electropedia: available at https:// www .electropedia .org/ 3.1 construction works everything that is constructed or results from construction operations [SOURCE: ISO 6707-1:2020, 184.108.40.206, modified — The US preferred term and notes to entry have been removed.] 3.2 framework agreement agreement between a client and a contractor, the purpose of which is to establish the terms governing orders (3.3) to be awarded during a given period, in particular with regard to price and, where appropriate, the quantity envisaged [SOURCE: ISO 10845-1:2020, 3.17, modified — “employer” has been replaced by “client”.]
3.3 order instruction to supply goods, carry out construction works (3.1) and/or provide services under a framework agreement (3.2) [SOURCE: ISO 10845-1:2020, 3.20] 3.4 secondary procurement policy procurement policy that promotes objectives additional to those associated with the immediate objective of the procurement itself [SOURCE: ISO 10845-1:2020, 3.30] 3.5 stakeholder person, group or organization that has interests in, or can affect, be affected by, or perceive itself to be affected by, any aspect of the project [SOURCE: ISO 21500:2021, 3.18, modified — “programme or portfolio” at the end of the definition has been removed.] 3.6 value for money optimal use of resources to achieve intended project outcomes Note 1 to entry: Optimal use of resources results in the most desirable possible outcomes given expressed or implied restrictions or constraints. [SOURCE: ISO 10845-1:2020, 3.40] 4 Options for engaging the market for new or refurbished construction works 4.1 Concept A client, where new or refurbished construction works is required, needs to answer basic questions relating to (see Figure 1): — the financing of the project on a “buy” or “make” basis (see 4.2), and
— if the decision is to “make”, whether or not design responsibilities (see 4.3) and / or responsibilities for the management of interfaces between direct contracts (see 4.4) are to be retained or transferred. This is an important decision as the choice of “buy” or “make” determines the number of contracts that need to be procured and directly overseen as well as the capacity and capabilities of the client delivery management team which needs to be put in place to oversee the delivery of the required construction works (see Annex A). It also informs the procurement strategies that are adopted (see Clause 5). It may be necessary to perform certain feasibility studies and financial exercises including commercial, economic and fiscal feasibility prior to a contract being concluded. Strategies such as early contractor involvement, or where the other party to the contract is likely to subcontract most of the works, early supply chain involvement, may need to be pursued. It may also be important to engage in strategic collaboration to embed economic, social and environmental value and align expectations regarding practices such as those relating to health and safety and employment.