采购准备和分包计划编制.pptx
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采购准备和分包计划编制.pptx
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ADBResidentMissioninthePRC亚行驻中国代表处,ProcurementPreparationandBidPackaging采购准备和分包计划编制,2.ProcurementPreparation采购准备工作,EACapacityAssessment执行机构的能力评估ProcurementPlan采购计划AdvancedProcurementAction提前采购活动UseofAgencies代理的使用BidPackaging划分合同包,2.ProcurementPreparation采购准备工作EACapacityAssessment执行机构的能力评估,Purpose:
目的:
identifythecapacity,proceduralandorganizationalconstraintsthatwillhindereffectiveProjectimplementationandagreeanactionplantoaddresstheseconstraints;确定在能力、程序和机构方面对有效的项目实施带来障碍的制约因素,并同意采取相应措施的行动计划determinetheoverallprocurementriskandputinplaceappropriatereviewandsupervisionprocessesandthresholdstomitigatethoserisks,决定总的采购的风险,并采取相应的检查和监督程序,来减低这些风险Tothemaximumextentpossibleandsensible,ensurethatprocurementisundertakenbytheregularlineunitswithintheEA,agreeingintheactionplanmeasurestostrengthenandsupporttheseunitswhennecessarytherebyensuringthatEAcapacityisbuiltbeyondtheprojectslifecycle.达到最大程度,以确保采购活动是由执行机构的常规部门来完成,行动计划中的措施要加强并支持这些部门的能力建设,如果需要,在项目周期之外继续执行机构的能力建设,TheCapacityAssessmentwillbecomearequirementofthedetailedprocurementplanguideandbeusedtojustifyreviewprocedures,inc.theintroductionofpostreview能力评估将成为采购计划指南的所要求完成的一个部分,并将用来评估亚行的审查程序(包括使用后审查的方式)Untilthedetailedguideisissued,inc.instructionsondoingcapacityassessment,capacityassessmentsarenotrequiredandpostreviewproceduresshouldnotbeproposed.在采购计划指南(包括能力评估的方法)颁布之前,能力评估暂不作要求,同时后审查程序也不可以使用,2.ProcurementPreparation采购准备工作EACapacityAssessment执行机构的能力评估,2.ProcurementPreparation采购准备工作ProcurementPlan采购计划,Over$100,000invalue,listallpackagesbyprocurementmethodandthedatebywhichprocurementactivitytocommence.十万美元以上:
列出所有合同,包括采购方式,和开始执行的日期Below$100,000,themethodofprocurementistobeindicated十万美元以下,只列出采购方式preparedbytheborrower,beannexedtotheRRP由借款人准备,是RRP的一个附件notasubstituteforaprojectimplementationschedulewhichdetailsthemajoractivities不可替代项目实施计划,beupdatedannuallyonarolling18-monthbasis.涵盖项目之初的18个月,每年更新,以18个月为滚动周期NotrequiredtopublishProcurementPlanlocally,butencouragedtodoso.鼓励但不要求必须在当地公开发布。
2.ProcurementPreparation采购准备工作ProcurementPlan采购计划,Contents内容:
Theparticularcontractsforgoods,works,andconsultantsservices货物,工程和咨询服务合同Theproposedmethodofprocurementofsuchcontracts每个合同的采购方式TherelatedADBprocedures相关的亚行程序Thresholdvaluesforprocurementmethodstobeapplied各个采购方式的基础限额TheprocurementthatwillbesubjecttoADBspostreview需要亚行后审查的采购合同Alistofsignificantprocurementpackageswithmilestonedates主要合同包清单,包括关键日期,2.ProcurementPreparation采购准备工作ProcurementPlan采购计划流程图,2.ProcurementPreparation采购准备工作ProcurementPlan采购计划,2.ProcurementPreparation采购准备工作ProcurementPlan采购计划ProcurementThresholdsGoods&RelatedServices,WorksandSupplyandInstall(Illustrationonly),2.ProcurementPreparation采购准备工作ProcurementPlan采购计划ProcurementThresholdsConsultingServicesIllustrationonly,2.ProcurementPreparation采购准备工作ProcurementPlan采购计划Listofcontractpackagesinexcessof$100,000Illustrationonly,2.ProcurementPreparation采购准备工作BidPackaging划分采购包,Principles原则TypesofContracts合同类型MethodsofProcurement采购方式,TypeandSizeofContracts合同的类型和大小Contractsizetoattractinternationalcompetition吸引国际竞争SupplyContractsinvolvedeliveryofgoodstolocationindicatedinthecontract.Mayincluderelatedservicessuchlocalhandlingandtransportation,installation,testingandcommissioning,training,etc.供货合同WorksContractsinvolveexecutionofworks.Unitpricecontractsorlumpsumpricecontractsorcombinationofbothfordifferentportionsofcontract工程合同Turnkey(Plant)Contractsfordesign,supplyandinstallationofacompleteplantthroughasinglecontract交钥匙工程合同,2.ProcurementPreparation采购准备工作TypesofContract合同类型,SupplyContracts供货合同Supplyonly供货DeliveryofequipmentormaterialstolocationindicatedinthecontractSupplyandRelatedServices供货及相关服务Includessupply,delivery,installation,testingandcommissioningofequipmentatsite,training,etc.,2.ProcurementPreparation采购准备工作TypesofContract合同类型,CivilWorksContracts土建工程合同UnitPriceContracts单价合同Unitpriceisfixedbutcontractpricesubjecttoadjustmentsbasedonmeasuredactualperformanceduringimplementation(quantitiesofgoodsorworkstobeprocuredisnotpreciselyknownbutestimatedduringbidding),e.g.roadcontractLumpSumContracts总价合同Fixedpricebasedonquantitiesofgoodstobeusedinprojectthatcanbedeterminedpreciselypriortobidding,e.g.buildingcontract,2.ProcurementPreparation采购准备工作TypesofContract合同类型,PlantDesign,Supply&InstallContract交钥匙工程合同AlsoknownasturnkeycontractWherethedesign,supplyofequipment,andthetestingandcommissioningofacompleteplantorinstallationisprovidedthroughasinglecontract(singleresponsibilitycontract)ConsiderwheninstitutionalcapacityofEAisinadequatetoadministervariousindividualcontractsCostwillbeslightlyhigher,butadministrativecostswillbeless,2.ProcurementPreparation采购准备工作TypesofContract合同类型,2.ProcurementPreparation采购准备工作MethodsofProcurement采购方式,InternationalCompetitiveBidding(ICB)国际竞争性招标LimitedInternationalBidding(LIB)有限国际竞争性招标NationalCompetitiveBidding(NCB)国内竞争性招标Shopping询价采购DirectContracting直接签订合同ForceAccount(FA)自营工程ProcurementunderBOO/BOT/BOOT基于BOO/BOT/BOOT的采购Performance-BasedProcurement基于性能的采购,BidPackage划分采购包,ContentofBidPackage合同包内容,InstitutionalCapability执行能力,TimingofDelivery交付时间,MarketPractices市场惯例,CompetitiveAspects竞争性,Location地点,2.ProcurementPreparation采购准备工作BidPackaging划分采购包,2.ProcurementPreparation采购准备工作AdvanceProcurementAction提前采购,APA-theprocessforprocuringgoodsandworksbeforethedateofloaneffectivenessorapprovalofTA.提前采购是指在贷款生效日期或技援项目批准日期之前进行的采购活动APAmayincludeapprovaloftheawardofcontractfortheprocurementofgoodsandrelatedservicesandworksifRFhasalsobeenapproved.如果追溯贷款已经批准,提前采购活动可以包括对采购合同进行授标的批准Retroactivefinancing(RF)referstotheADBsapprovalinprincipletofinanceprojectexpenditurespriortotheloanorTAbecomingeffective.追溯贷款是指在贷款或技援生效之前亚行原则上批准为项目的开销进行融资,2.ProcurementPreparation采购准备工作AdvanceProcurementAction提前采购,WhereAPAisapproved,theEAmustbeadvised:
如果提前采购得到批准,执行机构必须:
ToseekADBsapprovalforthedraftprequalificationandbiddingdocumentsbeforetheyareissued;资审和招标文件在发布之前要取得亚行的批准Tofollowrequirementsforpublicadvertising;满足发布广告的要求NotethatADBsapprovalofAPAwillnotcommitADBtosubsequentlyapprovetheprojectortofinancetheprocurementcosts;注意:
亚行对提前采购的批准不代表亚行一定批准对该项目或该采购活动的融资NotethatADBwillnotfinanceexpenditurespaidbytheborrowerpriortoloaneffectiveness,evenifAPAisapproved,unlessRFhasalsobeenapprovedbyADB.注意:
除非追溯融资得到批准,亚行不会在贷款生效之前对执行机构的有关支出进行融资,即使批准了提前采购,SpecializedAgencies:
专业代理TheProcurementGuidelinesallowfordirectprocurementfromspecializedagencies.亚行采购指南允许使用专业代理来进行直接采购Theuseofspecializedagenciesshouldbeidentifiedintheprocurementplan.使用专业代理必须在采购计划中明示Procurementfromtheagencywouldfollowdirectcontractingprocedures,itmustbesatisfiedofeligibilityrequirements.专业代理的采购必须遵照直接采购的程序,其程序必须满足基本合格性的要求,2.ProcurementPreparation采购准备工作UseofAgencies代理的使用,Procurementagents采购代理ManagementContractor项目管理承包商ConstructionManager施工管理商ThepracticesfollowedbytheagentmustcomplywiththeGuidelines,theprocurementplan,andthefinancingagreement.代理的工作必须遵守亚行采购指南,采购计划和融资协议的要求Theagentshouldbeselectedfollowingproceduresforconsultantrecruitment.代理的选择必须依照亚行聘用咨询的程序Inspectionagents监理代理Tofulfillinspectionrequirementsofprocurement.完成采购中对监理工作的要求Theagentshouldbeselectedfollowingproceduresforconsultantrecruitment.代理的选择必须依照亚行聘用咨询的程序,2.ProcurementPreparation采购准备工作UseofAgencies代理的使用,
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- 采购 准备 分包 计划 编制