1. FIDIC Tendering Procedures
International Federation of Consulting Engineers

2. Procedural Flow Charts
Recommended Procedure for the Prequalification of Tenderers
Section
Employer/Engineer
Contractors
1.0
ESTABLISHMENT OF PROJECT STRATEGY
ESTABLISH PROJECT STRATEGY COMPRISING:
PROCUREMENT METHOD
FORM OF TENDERING
TIME SCHEDULES (Slide 24)
PREPARE PREQUALIFICATION DOCUMENTS COMPRISING:
LETTER OF INVITATION
INFORMATION ABOUT PREQUALIFICATION PROCEDURE
PROJECT INFORMATION
PREQUALIFICATION APPLICATION
2.0
PREPARATION OF PRE-QUALIFICATION DOCUMENTS

3. Section Employer/Engineer Contractors
2.2
INVITATION TO PREQUALIFY
PLACE PREQUALIFICATION ADVERTISEMENT IN PRESS, EMBASSIES, ETC. AS APPROPRIATE STATING:
EMPLOYER & ENGINEER
OUTLINE OF PROJECT (SCOPE, LOCATION, PROGRAMME, SOURCE OF FINANCE)
DATES FOR ISSUES OF TENDER DOCUMENTS & SUBMISSION OF TENDERS
INSTRUCTIONS FOR APPLYING FOR
PREQUALIFICATION
'MINIMUM REQUIREMENTS FOR PREQUALIFICATION
SUBMISSION DATE FOR CONTRACTORS' PREQUALIFICATION DATA

4. REQUEST PREQUALIFICATON DOCUMENTS
Section
Employer/Engineer
Contractors
2.3
ISSUE & SUBMISSION OF PRE-QUALIFICATION DOCUMENTS
PREQUALIFICATION DOCUMENTS & QUESTIONNAIRES REQUESTING FROM EACH COMPANY/JOINT VENTURE:
ORGANISATION & STRUCTURE
EXPERIENCE IN THE INTENDED TYPE OF WORK & THE REGION
RESOURCES:-MANAGERIAL-TECHNICAL- LABOUR- PLANT
FINANCIAL STATEMENTS
CURRENT CONTRACT COMMITMENTS
LITIGATION HISTORY
REQUEST PREQUALIFICATON DOCUMENTS
COMPLETE & SUBMIT PQ DOCUMENTS & QUESTIONNAIRE
ACKNOWLEDGEMENT
RECEIPT

5. Section Employer/Engineer Contractors
ANALYSE PREQUALIFICATION DATA:
COMPANY/JOINT VENTURE STRUCTURE
EXPERIENCE
RESOURCES
FINANCIAL CAPABILITY
SUITABL1TY
2.4
ANALYSIS OF PREQUALIFICATION APPLICATIONS
2.5
SELECTION OF TENDERERS
PREPARE LIST OF TENDERERS
2.6
NOTIFICATION OF APPLICANTS
ACKNOWLEDGE & CONFIRM INTENTION TO SUBMIT TENDER
NOTIFY ALL SELECTED TENDERERS

6. RECOMMENDED PROCEDURE FOR OBTAINING TENDERS
Section
Employer/Engineer
Contractors
3.1
PREPARATION OF TENDER DOCUMENTS
PREPARE TENDER DOCUMENTS
LETTER OF INVITATION TO TENDER
INSTRUCTIONS TO TENDERERS
CONDITIONS OF CONTRACT FORM OF TENDER AND APPENDICES
DRAWINGS
BILL OF QUANTITIES
SCHEDULE OF ADDITIONAL INFORMATION
INFORMATION DATA

7. Section Employer/Engineer Contractors
3.2
ISSUE OF TENDER DOCUMENTS
ISSUE TENDER DOCUMENTS TO CONTRACTORS ON LIST OF TENDERERS
ACKNOWLEDGEMENT
RECEIPT
3.3
VISIT TO SITE BY TENDERERS
ARRANGE DATE AND TIME FOR VISIT TO SITE
APPLY FOR VISIT TO SITE IF REQUIRED
VISIT(S) TO SITE BY TENDERERS ACCOMPANIED BY EMPLOYER/ENGINEER

8. Section Employer/Engineer Contractors
3.4 TENDERERS' QUERIES
SUBMIT QUERIES IN WRITING BY GIVEN DATE A)
CORRESPONDENCE METHOD
A) PREPARE REPLIES
INFORM TENDERERS PRESENT OF QUERIES AND REPLIES SUBMITTED IN WRITING
REPLIES TO QUERIES RAISED AT CONFERENCE
B) TENDERERS' CONFERENCE METHOD
SEND MINUTES TO ALL TENDERERS
ACKNOWLEDGE
RECEIPT

9. Section Employer/Engineer Contractors
3.5
ADDENDA TO TENDER DOCUMENTS
ISSUE ADDENDA INCLUDING REPLIES TO QUERIES TO ALL TENDERERS
ACKNOWLEDGE
RECEIPT
3.6 SUBMISSION AND RECEIPT OF TENDERS
RECORD DATE AND TIME OF RECEIPT
SUBMIT TENDERS
ACKNOWLEDGE RECEIPT OR RETURN UNOPENED TENDERS RECEIVED LATE

10. RECOMMENDED PROCEDURE FOR THE OPENING AND EVALUATION OF TENDERS
Section
Employer/Engineer
Contractors
TENDER OPENING BY PUBLIC OR RESTRICTED OPENING
ANNOUNCE AND RECORD THE NAMES OF TENDERERS AND PRICES. INCLUDING PRICES FOR ALTERNATIVE TENDERS IF APPROPRIATE
ANNOUNCE AND RECORD NAMES OF TENDERERS (IF ANY) DISQUALIFIED DUE TO LATE OR NON-ARRIVAL OF TENDERS
4.1
OPENING OF TENDERS
ATTEND PUBLIC/RESTRICTED OPENING IF DESIGRED

11. Section Employer/Engineer Contractors
ESTABLISH CONFORMITY AND COMPLETENESS OF TENDERS
REJECT SUBSTANTIALLY UNRESPONSISIVE TENDERS
5.1
REVIEW OF TENDERS
5.2
TENDERS CONTAINING DEVIATIONS
EVALUATE DEVIATIONS, SEEK CLARIFICATION & RANK TENDERS AS EVALUATED
PROVIDE CLARIFICATION

12. Section Employer/Engineer Contractors
5.3 ADJUDICATION OF TENDERS
ASSESS TENDERS IN ACCORDANCE WITH EVALUATION CRITERIA
RAISE FURTHER POINTS REQUIRING CLARIFICATION, IF ANY,
COMPLETE EVALUATION
CHECK WITH FUNDING AGENCY
REJECT NON-CONFORMING TENDERS & ADVISE TENDERERS CONCERNED
PROVIDE
CLARIFICATION
5.4
REJECTION OF
ALL TENDERS

13. Section Employer/Engineer Contractors
6.0
AWARD OF CONTRACT
ATTEND PRE-AWARD DISCUSSIONS, IF REQUIRED
DECIDE ON CONTRACT AWARD, IF NECESSARY AFTER PRE-AWARD DISCUSSIONS
6.1
ISSUE LETTER OF ACCEPTANCE
PROVIDE PERFORMANCE SECURITY
ISSUE LETTER OF ACCEPTANCE
6.2
PERFORMANCE SECURITY
OBTAIN PERFORMANCE SECURITY FROM CONTRACTOR
ACKNOWLEDGEMENT
RECEIPT
6.3
PREPARATION OF CONTRACT AGREEMENT
PREPARE CONTRACT DOCUMENTS
SIGNING OF CONTRACT
SIGNING OF CONTRACT
6.4
NOTIFICATION OF UNSUCCESSFUL TENDERERS
ADVISE UNSUCCESSFUL TENDERERS AND RETURN TENDER SECURITY (IF PROVIDED)
UNSUCCESSFUL TENDERERS ACKNOWLEDGE RECEIPT

14. Methods of Bid Letting Direct Order. Tendering. Contest.
Own Work Force.

15. 1. Direct Order
It is mentioned in the Egyptian law (89 fir year 98) in clauses (50) , (51) and it is used for different reasons such as:
Complicated contracts: (which have a relatively high risk factor) so that the estimation of their costs will be high unless they are done by well experienced contractors, such as off shore works.
Military projects: Which require secrecy, and are also urgent in their nature.
Urgent cases: Especially in sudden failure of infra- structures, networks, … etc. (e.g. repairing after earthquake).

16. 2. Tendering. This method is indicated in law (89/98).
A tender is the method used by the owner to select the most appropriate proposal from prospective bidders.

17. Types of Tender Open Tender. Selective Tender. Negotiated Tender.
Serial Tender.

18. Main Types of Contracts in Construction according to Pricing Method
Fixed Price
Cost Plus
Lump Sum
Unit Price
Schedule of Rates
Fixed Price with escalation
Cost Plus Percentage
Cost Plus Fixed Fee
Guaranteed Maximum
Guaranteed Maximum with Incentive Fee
Target Cost

19. Award Criteria One envelope System Double envelope system
Bracketing System
3 – Phase System
A+B
Lane Rental
Others

20. Tender (Bid) Documents
Invitation to bid. (Slide 20)
Instruction to bidder. (Slide 21)
Bid Form. (See Sample)
Agreement. (See Sample)
General Conditions. (FIDIC, Egyptian, …)
Supplementary Conditions.
Work included in contract.
Drawings.
Specifications and Bill of Quantities
Addenda*
Construction Schedule *

21. Invitation to Bid See Sample
Objective: Attract a reasonable number of bidders to ensure competitive bidding.
Contents: - Project Title and Location
- Owner data
- Contact Person
- Place and date of getting tender documents
- Brief description of the project
- Value of Bid Bond
- Expected dates of construction
- Source of financing, if applicable
- Others

22. Instructions to Bidders See Sample
The “Instruction to bidders” shows the following:
Description of work
Preparation of Bids: How to prepare bids, forms to be filled, documents needed, …
Submission of Bids: Place to be submitted, no. of copies, method (one envelope, two envelopes, ...)
Examination of documents and site
Interpretation of Documents: Questionnaires, pre-bid meeting, …
Award of contract
Rejection of bid
Bid evaluation
Others

23. Contract Documents Tender documents.
Letter of acceptance. (See Sample)
Addendum
Any Corresponding letters.
Note:
Notice that contract documents have its relative importance depending upon the type of contract, e.g. in lump-sum contracts, the B.O.Q. is considered as a guide only, while in the unit price contracts it is considered of great importance.

24. Time Schedule