1、 Reference number ISO 10845-8:2011(E) ISO 2011INTERNATIONAL STANDARD ISO 10845-8 First edition 2011-01-15 Construction procurement Part 8: Participation of targeted labour in contracts Marchs de construction Partie 8: Participation de la main duvre cible dans les contrats ISO 10845-8:2011(E) PDF dis
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5、TECTED DOCUMENT ISO 2011 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or ISOs
6、member body in the country of the requester. ISO copyright office Case postale 56 CH-1211 Geneva 20 Tel. + 41 22 749 01 11 Fax + 41 22 749 09 47 E-mail copyrightiso.org Web www.iso.org Published in Switzerland ii ISO 2011 All rights reservedISO 10845-8:2011(E) ISO 2011 All rights reserved iiiContent
7、s Page Foreword iv Introduction.v 1 Scope1 2 Terms and definitions .1 3 Requirements.3 3.1 Contract participation goal (CPG) .3 3.2 Achieving the contract participation goal (CPG) .4 3.3 Contract participation goal credits4 3.4 Denial of credits.4 4 Compliance with requirements 4 5 Records 4 5.1 Sub
8、mission of documentation.4 5.2 Monthly submission of supporting documentation 4 5.3 Certification of credits 4 5.4 Actions required upon termination of services of targeted labour5 6 Sanctions .5 Annex A (informative) Commentary6 Annex B (informative) Preparation of targeting data associated with th
9、is part of ISO 10845 for inclusion in the scope of work.11 Annex C (normative) Contract participation goal implementation plan (targeting strategy A)14 Annex D (informative) Tendered contract participation goal (targeting strategy A)16 Annex E (informative) Examples of how contractors can fulfil the
10、ir contract participation goal/obligations.17 Annex F (informative) Contract schedule for targeted labour18 Annex G (informative) Implementing employment-intensive works which seek to maximize the employment generated per unit of expenditure.20 Annex H (informative) Sample tender evaluation schedule
11、 where use is made of this part of ISO 10845 .25 Bibliography27 ISO 10845-8:2011(E) iv ISO 2011 All rights reservedForeword ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standar
12、ds is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take
13、 part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is
14、to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility
15、 that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 10845-8 was prepared by Technical Committee ISO/TC 59, Buildings and civil engineering works. ISO 10845 consists of the following part
16、s, under the general title Construction procurement: Part 1: Processes, methods and procedures Part 2: Formatting and compilation of procurement documentation Part 3: Standard conditions of tender Part 4: Standard conditions for the calling for expressions of interest Part 5: Participation of target
17、ed enterprises in contracts Part 6: Participation of targeted partners in joint ventures in contracts Part 7: Participation of local enterprises and labour in contracts Part 8: Participation of targeted labour in contracts ISO 10845-8:2011(E) ISO 2011 All rights reserved vIntroduction Procurement is
18、 the process which creates, manages and fulfils contracts. Procurement can, as such, be described as a succession of logically related actions occurring or performed in a definite manner and which culminate in the completion of a major deliverable or the attainment of a milestone. Processes, in turn
19、, are underpinned by methods (i.e. a documented, systematically ordered collection of rules or approaches) and procedures (i.e. the formal steps to be taken in the performance of a specific task), which are informed and shaped by the policy of an organization. Methods and procedures can likewise be
20、documented and linked to processes. It is becoming increasingly important to consider procurement-related deliverables other than those relating to the primary purpose of the procurement itself, particularly those relating to poverty reduction, job creation, local economic development and local indu
21、stry development. Key performance indicators relating to the engagement of enterprises, joint venture partners, local resources and local labour in contracts are needed to set targets in contracts or to measure procurement outcomes. Processes, procedures and methods are required to quantify, measure
22、 and verify a contractors performance in relation to such indicators in an auditable manner. INTERNATIONAL STANDARD ISO 10845-8:2011(E) ISO 2011 All rights reserved 1Construction procurement Part 8: Participation of targeted labour in contracts 1 Scope This part of ISO 10845 establishes a key perfor
23、mance indicator, in the form of a contract participation goal (CPG), relating to the engagement of targeted labour on a contract for the provision of services or engineering and construction works. A CPG may be used to measure the outcomes of a contract in relation to the engagement of targeted labo
24、ur or to establish a target level of performance for the contractor to achieve or exceed in the performance of a contract. This part of ISO 10845 sets out the methods by which the key performance indicator is measured, quantified and verified in the performance of the contract in respect of two diff
25、erent targeting strategies: targeting strategy A and targeting strategy B. NOTE Annex A contains commentary on the clauses in this part of ISO 10845. Annex B provides guidance on how to develop the targeting data for a procurement document using this part of ISO 10845. 2 Terms and definitions For th
26、e purposes of this document, the following terms and definitions apply. 2.1 allowance amount provided for in the contract by the employer relating to one or more of the following: a) the performance by the contractor of work or services that are foreseen but cannot be accurately specified at the tim
27、e that the contract was entered into; b) work or services to be performed, or goods provided, by a subcontractor who is either nominated by the employer or is selected by the employer in consultation with the contractor after the award of the contract; c) provision for price adjustment for inflation
28、; or d) other budgetary provisions intended to cover employer risks ISO 10845-5:2011, definition 2.1 2.2 contract amount financial value of the contract a) at the time of the award of the contract, exclusive of all allowances and any value added tax or sales tax which the law requires the employer t
29、o pay to the contractor (targeting strategy A); or ISO 10845-8:2011(E) 2 ISO 2011 All rights reservedb) upon completion of all contractual obligations, exclusive of any value added tax or sales tax which the law requires the employer to pay to the contractor (targeting strategy B) ISO 10845-5:2011,
30、definition 2.3 2.3 contract participation goal CPG sum of the wages and allowances, for which the contractor contracts targeted labour in the performance of the contract, expressed as a percentage of the contract amount associated with the targeting strategy that is identified in the targeting data
31、NOTE Adapted from ISO 10845-5:2011, definition 2.4. 2.4 contractor person or organization that contracts to provide the goods, services or engineering and construction works covered by the contract ISO 10845-1:2010, definition 3.12 2.5 employer person or organization intending to or entering into th
32、e contract with the contractor for the provision of goods, services, or engineering and construction works ISO 10845-1:2010, definition 3.17 2.6 employers representative person authorized to represent the employer and named as such in the contract data or targeting data ISO 10845-5:2011, definition
33、2.8 2.7 targeting data data, provisions and variations applicable to a particular contract NOTE 1 Adapted from ISO 10845-5:2011, definition 2.18. NOTE 2 See A.2.2 and Annex B. 2.8 targeted labour individuals, employed by the contractor in the performance of the contract, who are defined as the targe
34、t group in the targeting data NOTE Adapted from ISO 10845-7:2011, definition 2.11. 2.9 target area geographic area defined in the targeting data ISO 10845-7:2011, definition 2.9 2.10 targeting strategy an approach which is pursued to make a contract participation goal an obligation of contract ISO 1
35、0845-5:2011, definition 2.19 ISO 10845-8:2011(E) ISO 2011 All rights reserved 32.10.1 targeting strategy A targeting strategy which a) involves the granting of tender evaluation points by the employer in the evaluation of tender offers in return for the tendering of a contract participation goal or
36、an undertaking to attain a specified contract participation goal at the time that tenders are evaluated, or b) requires a contractor to achieve a minimum specified goal in the performance of a contract, or c) involves both (a) and (b) ISO 10845-5:2011, definition 2.19.1 2.10.2 targeting strategy B t
37、argeting strategy which a) involves the payment of a financial incentive to a contractor for the attainment of a specified contract participation goal, or b) requires the contractor to record and report on the quantum of work generated for targeted labour NOTE Targeting strategy A bases the contract
38、 participation goal on the tendered amount minus allowances, i.e. on the expenditure which the contractor can commit to at tender stage. This strategy allows the employer to adjust the contract participation goal to take account of any failure to achieve such goal in the performance of the contract
39、due to factors which are beyond the contractors control or are unforeseen at tender stage. Targeting strategy B measures the contract participation goal based on the final contract value. Targeting strategy A accordingly measures the performance of contractors in the engagement of targeted labour in
40、 relation to that which can be committed to at tender stage, whereas targeting strategy B does so in relation to that which is finally achieved. ISO 10845-5:2011, definition 2.19.2 2.11 weighting number which, depending on its value, is used to introduce a bias in favour of or against a specific tar
41、get group in the calculation of contract participation goal credits ISO 10845-7:2011, definition 2.16 3 Requirements 3.1 Contract participation goal (CPG) The contractor shall engage targeted labour directly in the performance of the contract to the extent that the total monetary value of such engag
42、ements, exclusive of any value added tax or sales tax required by law, expressed as a percentage of the contract amount for the targeting strategy specified in the targeting data, is not less than the contract participation goal (CPG) for the targeting strategy specified in the targeting data. The c
43、ontractor shall, in the case of targeting strategy A, submit to the employers representative details of a plan to achieve the contract participation goal, on the contract participation goal implementation plan form contained in Annex C, within five working days of being instructed to do so. If no su
44、ch instructions are given, these plans shall be submitted before the submission of the first claim for payment. NOTE The information contained in the contract participation goal implementation plan facilitates, in the first instance, the monitoring of the performance of the contractor in terms of th
45、e contract participation goal obligations and, in the second instance, the making of any adjustments to compensate for quantitative underruns, the elimination of items, etc. (see Clause 6). ISO 10845-8:2011(E) 4 ISO 2011 All rights reserved3.2 Achieving the contract participation goal (CPG) A contra
46、ctor shall achieve the specified contract participation goal (CPG) by engaging targeted labour in the performance of the contract. NOTE Annex D sets out the manner in which the contract participation goal can be estimated by tenderers and evaluated by employers at tender stage where targeting strate
47、gy A is adopted. 3.3 Contract participation goal credits Credits towards the contract participation goal shall be granted by converting the total monetary value of wages and allowances paid to targeted labour, exclusive of any value added tax or sales tax required by law, to a percentage of the appl
48、icable contract amount and multiplying such values by the appropriate weightings for the different target groups, if any, specified in the targeting data. 3.4 Denial of credits No credits shall be granted when the contractor fails to enter into written contracts with targeted labour. Cognizance shal
49、l be taken of any conditions of such contracts. Credits claimed towards the contract participation goal shall not be allowed if such contracts contain clauses which are not in accordance with requirements established in the targeting data. NOTE 1 The weightings referred to should typically be between 0,5 and 1,5. Where no weighting is indicated in the procurement documents, the weighting is assumed to be unity. NOTE 2 Annex E provides illustrative examples as to how a contractor can fulfil contract partici
