世行国际招标中英对照
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采 购 政 策 Procurement Policy
世界银行的协议条款 Bank’s Articles 向专门的项目放款 Lend for Specific Projects 把资金用于既定方针 Use funds for purpose intended 经济性和效率 Economy and Efficiency 竞争性的国际贸易
签约Sign contract
刊登招标公告 发售招标文件 Advertise and Sell bidding documents 第一步截标并开标 1st step Tech biding closing and opening
技术交流 Technical communication
谈判Negotiation 授标Award bids 评标 Bids Evaluation 第二步截标并开标 2nd step biding closing and opening
通过招标获得优质的货物和良 好的服务
Obtain qualified goods and service by call bids
中国石油物资装备(集团)总公司
China Petroleum Material & Equipment Corporation
林小森 Lin Xiaosen 二零零二年 六月,北京 June, 2002, Beijing
资 格 预 审 Pre-Qualification 实践需要 Needed in practices: 1、大型复杂项目 Large-scale and complex projects
2、工业项目 Industry and huge engineering projects
目的 Goals: 1、为不合格的投标商节约投标费用。 Save expenses for unqualified bidders 2、试探投标商的兴趣。 Try out the interests of bidders 3、节约后期评标的时间。 Save bids evaluation time at later stage 标准 Criteria: 1、经验和以往的工作表现 Experiences and past achievements
采 购 周 期
Procurement Cycle
总采购公告 General Procurement Notice
合同执行Contract Execution
招标资格预审或登广告
Pre-qualification or Advertise
资格预审Pre-qualification 谈判,签约Negotiation and Sign 发布招标文件 授标Award Bid
Issue of Bidding Documents
资格后审 Post-qualification 评标 Bids Evaluation
截标并开标 Biding closing and Opening
开标前会 Pre-Bid Conference
1、现代采购的定义 Modern purchase definition
A、公开招标 public bidding
B、有限招标 limited bidding
C、询价采购 quoting purchase D、直接采购 direct purchase
3、招标的分类 Bidding category A、一步法公开或有限(邀请)国际或国内招标 One step public or limited (Invitation) international or national bidding B、二步法公开或有限(邀请)国际或国内招标 Two steps public or limited (Invitation) international or national bidding
been promulgated by Chinese Government.
前
言
Forward • 5. 中国石油海外上市,其采购行为必须与国际并轨。 • Overseas listing of PetroChina requires unity of domestic and international procurement method. • 6. 中国石油天然气集团公司已下文规范招标行为。 • China National Petroleum Corporation has established papers to standardize procurement behavior. • 7. 中国石油物资装备(集团)总公司是中油集团内唯一获得商务部、 发改委、授权可从事机电产品国际招标业务,建设部授权可从事工程 项目招标的招标机构。 • China Petroleum Material & Equipment Corporation is only one institution authorized by Ministry of Commerce, National Development and Reform Commission can engage in international bidding on machinery & electrical products and only one institution authorized by Ministry of Construction can engage in bidding on constraction & engineering projects.
项
目
选
周
定
期
the Project Cycle
Identification
项目后评估 Evaluation
准
备
Preparation
执行和监督
Implementation and Supervision
评
估
Appraisal
谈判和提交执董会
Negotiation and Board Presentation
Advantages: Simple, convenient operation, save time and bidding expenses.
缺点:评标有时困难,容易出现反复.
Disadvantages: bids evaluation difficult, easily repeats.
招标流程 (一步法)Bidding Procedure (One Step) 登广告 Advertise 合同执行 Contract execution
4. 国务院有关各部委已分别发出各类有关文件,强制性推
行招标,我国的“政府采购法”也已发布。 The State Council and other involved sections has issued various papers
and enforce the bidding. The China Government Procurement Law had
A、用户注意力的变化 customer attention change
B、越来越多的注意软件 more attention software C、在采购过程中注意竞争 attention competition during purchase course
2、采购的几种方式 Procurement methods
招标周期较长,复杂,招投标费用高。
Long bidding duration, complex, high expenses.
招 标 流 程(二步法)Bidding procedure (two steps)
资格予审(若需要) Pre-Qualification 合同执行Contract execution
Competitive International Trade
采购的重要性 Importance of Procurement
项目实施的关键 Critical to Project Implementation 涉及量大 Large Amounts Involved 捐款者对其出口的期待 Donor’s Expectation by way of Exports 公平的观点 Perception of Fairness
4、一步法招标的特点
Characteristics of one step bidding A、适用范围:单机、原材料、标准设备、定型产品 等。 – Applicable scale: single unit, material, standard equipment, shaped products etc. – B、优点: 相对比较简单,便于操作,节省时间和招 投标费用。
前 言 Forward
1. 招标是世界通用的采购手段。
Bidding is a common purchasing method across the world.
2. 进入WTቤተ መጻሕፍቲ ባይዱ的先决条件之一。
One of conditions for entering WTO. 3. 我国已发布招标投标法,招标已在法律的框架下运行。 The bidding law had been established and the tender is implemented under the law framework.
2、人员和设备 Persons and Equipments
3、财务状况 Financial Status
4、目前工作任务情况 Current Responsibilities and Workload
应向申请人提供的资料 Data required for giving to applications : 1、项目的性质 Project Property 2、资金来源和支付方式 Financial source and Payment methods 3、时间进度安排表 Arranged Project Schedule 申请人应提供的资料 Data required for applications to deliver: 1、要简明扼要 Simple and Important 2、商业证书 Business Certificate
背
景
世界银行集团
IBRD International Bank for Reconstruction and Development
国际复兴开发银行
IDA International Development Association 国际开发协会 IFC International Finance Corporation 国际金融公司 MIGA Multilateral Investment Guarantee Agency 多边担保机构
发售招标文件
Sell biding documents
签约 Sign Contract 截标并公开开标 谈判 Negotiation 授标 Awarding bid Close biding and open bids 评标 bids evaluation
6、二步法招标的特点
Characteristics of two steps bidding A、适用范围 Applicable scale
投标商能更好的理解用户的技术要求,商务报价更有针对性。 Bidder could better understand end-user’s technical requirements. Bids offered could be more appropriate. 用户能买到他真想买的货物和服务。 End-user can get proper and desired goods and services. • C、缺点 Disadvantages
大型复杂成套设备,整座工场,大型计算机系统,非标准设备等。
Large scale complex whole set equipment, whole plant, large scale computer system and non standard equipments etc.
• B、优点 Advantages