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Correction Rules For Tender Errors

The document outlines new rules for correcting errors found in tenders for works contracts in Hong Kong. Key points include: 1. The rules apply to tenders issued on or after October 1st, 2002 and should be referenced in tender invitations for the first 6 months of implementation. 2. For errors specifically addressed in tender conditions, the conditions will be followed strictly. Otherwise, the rules in Section 2 will apply. 3. Section 2 provides rules for correcting different types of errors in the pricing document for lump sum contracts with bills of quantities. Errors are to be corrected based on the relevant rule while keeping the tender sum unchanged.

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0% found this document useful (0 votes)
1K views9 pages

Correction Rules For Tender Errors

The document outlines new rules for correcting errors found in tenders for works contracts in Hong Kong. Key points include: 1. The rules apply to tenders issued on or after October 1st, 2002 and should be referenced in tender invitations for the first 6 months of implementation. 2. For errors specifically addressed in tender conditions, the conditions will be followed strictly. Otherwise, the rules in Section 2 will apply. 3. Section 2 provides rules for correcting different types of errors in the pricing document for lump sum contracts with bills of quantities. Errors are to be corrected based on the relevant rule while keeping the tender sum unchanged.

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Siu Eric
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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香 港 特 別 行 政 區 政 府

The Government of the Hong Kong Special Administrative Region


政府總部 Environment, Transport
環境運輸及工務局 and Works Bureau
運輸及工務科 Government Secretariat
香港花園道美利大廈 Transport and Works Branch
Murray Building, Garden Road,
Hong Kong

Ref : ETWB(W) 272/31/04


Group : 15

20 September 2002

Environment, Transport and Works Bureau


Technical Circular (Works) No. 41/2002

Correction Rules for Tender Errors

Scope

This Circular promulgates the new rules for correcting errors that may be
found in tenders for works contracts. For the purpose of this Circular, “error” here
means arithmetical error or any form of deviation from a conforming tender including
without limitation omission to provide the required information pursuant to a condition
of tender.

Effective Date

2. This Circular takes effect on 1.10.2002.

Effect on Existing Circulars

3. The correction rules appended to WBTC No. 24/98 are not applicable to
tenders issued on or after 1.10.2002.

Implementation

4. The correction rules appended to this Circular shall apply to all works
tenders for which the first notice of tender invitation is issued on or after 1.10.2002.
Departments should draw tenderers’ attention to its use in the first 6 months, i.e., tender
invitations made between 1.10.02 and 31.3.03.

ETWB TCW No. 41/2002 Page 1 of 2


Conditions of Tender

5. The standard conditions of tender on tender correction is revised to read as


follows when this Circular is operative:

“Without prejudice to other General Conditions of Tender and Special


Conditions of Tender, if errors and/or omissions are found in a tender
during tender examination, such errors and/or omissions shall be dealt
with in accordance with the principles and rules contained in the
Environment, Transport and Works Bureau Technical Circular
(Works) No. 41/2002”
在不影響其他⼀般招標條件和特殊招標條件的情況下,如果在招標檢查過程中發現
招標書中存在錯誤和/或遺漏,則應按照《投標書》中所包含的原則和規則處理此類
錯誤和/或遺漏。 環境運輸及⼯務局技術通告(⼯程)第41/2002號”

( W S Chan )
Deputy Secretary for the Environment,
Transport and Works (Transport and Works) W2

ETWB TCW No. 41/2002 Page 2 of 2


1.1 對於在⼀般或特殊招標條件下已具體解決的錯誤,應嚴格按照有關招標條件進⾏處理。 以下規則僅適⽤
於招標條件中未具體解決錯誤的情況。 Appendix A

Correction Rules for Tender Errors

Section 1 - General

1.1 For errors which have been specifically addressed in the general or special
conditions of tender, the errors shall be dealt with strictly in accordance with the relevant
conditions of tender. The following rules shall only apply where the errors have not
been specifically addressed in the conditions of tender.

1.2 Subject to paragraph 1.1 above, where a correction rule provided in


Section 2 below is applicable, the errors shall be corrected in accordance with that rule.

1.3 In the event no written correction rule is applicable,


1.3 如果沒有書⾯的更正規
則, (i) where ambiguity as to the tenderer’s true intention exists, it shall be
(i)如果對投標⼈的真實意 construed by the tender examiner by reference to the best practice or
圖存在歧義,則應由投標審查
his best judgement; and
員參照最佳實踐或最佳判斷來
解釋; 和
(ii) where errors relate to factual information and there is no room for
如果錯誤與事實信息有關,並 manipulation by a tenderer by virtue of subsequent correction; or
且招標⼈沒有後續修改的餘 where the correction of such errors would not change the tender in
地; 或如果糾正此類錯誤不
會改變招標的內容或質量,從
substance or the quality of the tender which would give the tenderer
⽽使投標者⽐其他投標者更具 an advantage over the other tenderers, the concerned tenderers may
優勢,則可允許有關投標者糾 be permitted to correct the errors. In other cases, departments shall
正錯誤。 在其他情況下,部⾨
應評估投標書中存在的錯誤。
assess a tender with the errors as submitted.

1.4 For the purposes of these rules, errors include omissions.

Section 2 - Errors in the pricing document

2 If the following error(s) in the pricing document are found after the
opening of tenders, correction shall be made as follows, depending on the type of
contract being tendered: *It is not subject to re-measurement.
(前期數量出錯可補回)

(1) Lump Sum Contracts with Bills of Quantities

(a) The tender sum stated on the Form of Tender shall remain
unchanged irrespective of any corrections made hereinafter. If
there is a discrepancy between the amount in “words” and in

ETWB TCW No. 41/2002 (Appendix A) Page A1 of 7


帶有⼯程量清單的⼀次性合同 *⽂字與數字(Form of tender), 兩者那個較接近⼯程量清單;
(a)不論下⽂作出任何更正,投 *假如不同意數字(Grand summary), 則以數字為準(Form of tender);
標書上所述的投標⾦額均將保持 *難以辨認, 則無效 Appendix A
不變。 如果“單字”和“數字”之間
的數額存在差異,則以與《⼯程量 “figures”, the one that agrees with the figure stated in the Grand
清單摘要》中規定的數字相符的數
額作為投標⾦額。 如果兩個⼈都
Summary of the Bills of Quantities shall be taken as the tender sum.
不同意⼯程量清單摘要中所述的 If neither one agrees with the figure stated in the Grand Summary of
數字,則以“數字”為準。 如果“⽂ the Bills of Quantities, the amount in “figures” shall be taken as the
字”中的⾦額或“數字”中的⾦額留
空或難以辨認,則應將其餘⾦額
tender sum. Where either the amount in “words” or the amount in
作為投標⾦額。 如果“⽂字”中的 “figures” is left blank or illegible, the remaining one shall be taken
⾦額和“數字”中的⾦額都留為空 as the tender sum. If the amount in “words” and the amount in
⽩或難以辨認,則招標無效。
“figures” are both left blank or illegible, the tender is invalid.

(b) If there are errors in the Bills of Quantities, they shall be corrected
(i)如果發現缺少《⼯程量清 as follows:
單》的⼀⾴或多⾴,則在以下
第(ii)款的規限下,缺失⾴中所
(i) if one or more pages of the Bills of Quantities are found
有項⽬的費率應標記為零,並且
應將其視為費⽤已被允許在《⼯程 missing, subject to sub-paragraph (ii) below, the rates for all
量清單》其他地⽅輸⼊的費率,以 items in the missing page(s) shall be marked as zero and the

costs shall be deemed to have been allowed for in rates
entered elsewhere in the Bills of Quantities, and
(ii)如果⼯程量清單中包含臨時
⾦額,應急費⽤,主要成本總 (ii) where the Bills of Quantities contain a Provisional Sum, a
額,任何其他預定價項⽬或它們 Contingency Sum, a Prime Cost Sum, any other pre-priced
的任意組合,並且投標⼈沒有在
其⼯程量清單中正確包含任何或
item or any combination of them and the tenderer fails to
所有這些項⽬,則應在⼯程量清 include any or all of them correctly in his Bills of Quantities,
單中正確恢復這些⾦額。和 then such sum (or sums) shall be correctly reinstated in the *** (1g)
Bills of Quantities; and
Optional item, Pc rate, Pc qty- (item1 i)不計?
(iii)結算Sub-total sum?
(iii) errors in the casting of cash columns shall be corrected; and *** (1g)

(iv)Amount/ agree with the (iv) the extension may be amended to agree with the quantity and
quantity = Revised rate ;
可以修改延伸利率與數量和費率 rate or (dependent on the judgement of the tender examiner)
相⼀致,或者(取決於招標審查 the rate may be amended to agree with the quantity and the *** (1g)
員的判斷)可以修改費率以與現
⾦欄中的數量和延期相符,但在
extension in the cash column but in no case will the alteration
任何情況下都不會更改允許利率 of both rate and cash extension be permitted; and
和現⾦延期;和
(v) indistinct rates shall be clarified to agree with the quantity
(v)Rate x qty = Amount
and the extension in the cash column.

(c) Where no extension amount and no rate has been made against any
item or quantity in the Bills of Quantities it shall be deemed that the
(c) 如果未對⼯程量清單中的任何
項⽬填寫⾦額和費率,則應視為
cost of the item or quantity has been allowed for in rates entered
已在⼯程量清單中其他位置輸⼊ elsewhere in the Bills of Quantities and the rate shall therefore be
的費率中已計⼊該項⽬或數量的 marked as zero.
成本,因此該費率應標記為零。

ETWB TCW No. 41/2002 (Appendix A) Page A2 of 7


Appendix A

(d) Should there be a tender addendum introducing changes to the Bills


(d) 如果tender addendum要求更
of Quantities but the changes have not been incorporated into the
改bills of quantities⼯程量清 Bills of Quantities by a tenderer, then the changes as required by the
單,可是投標者沒有納⼊⼯程量 addendum shall be incorporated into the tenderer’s Bills of
清單, 這些新項⽬或修改後的項⽬
應按以下⽅式確定:
Quantities and the rates for those new items or modified items shall
be determined as follows:

新item沒加; marked 0 Where new item is introduced Rate for the new item shall be
marked as zero

Where the item description If a rate has been entered against


項⽬描述或數量改變; 假如已填 and/or quantity is changed the original item of work, the
寫rate⽤舊rate same rate shall be used

刪除項⽬; 描述項⽬將會刪除 Where an item is deleted That item shall be deleted in


accordance with the addendum

Where the measurement unit is If a rate has been entered against


單位改變; 如果已針對原始⼯作項 modified the original item of work, the
⽬輸⼊了費率,則應調整費率以 rate shall be adjusted to fit in
適應新的單位 with the new unit
*Adjustment item (Not typo error allowance)
(e) Any sum entered against an Adjustment Item (the Adjustment Item
在⼯程量清單的總則/總摘要中針 may either be printed in the tender documents or added by the
對調整項輸⼊的任何⾦額(調整 tenderer) in the General/Grand Summary of the Bills of Quantities
項可以打印在招標⽂件中,也可
以由投標⼈添加),無論根據(1)
shall not be altered regardless of corrections made in accordance
(b), (c) &(d) 進⾏了更正,都不得 with (1)(b), (c) and (d) provided that the sum (whether addition or
更改 ,但針對調整項輸⼊的⾦ deduction) entered against the Adjustment Item does not exceed
額(無論是加還是減)不超過應
⽤該調整項之前的投標⾦額
10% of the tender sum prior to the application of that Adjustment
的10%。如果總和超出±10%限 Item. If the sum is outside the ±10% limits, the inserted positive
制,則插⼊的超出正數上限的正 sum exceeding the maximum positive limit shall be revised to a sum
數總和應修改為等於投標總和除
以11的總和。同樣,插⼊的超過
equal to the tender sum divided by 11. Likewise the inserted
負數上限的負數總和應修改為總 negative sum exceeding the maximum negative limit shall be
和等於投標總和除以9。如果調整 revised to a sum equal to the tender sum divided by 9. If the
項留為空⽩,則應視為零。根
據(1)(b), (c) &(d), (e)校正的⼯程
Adjustment Item is left blank it shall be deemed to be zero. The
量清單的總和在下⽂中稱為校正 total of the Bills of Quantities corrected in accordance with (1)(b),
後的⼯程量清單。 (c), (d) and (e) is hereinafter referred to as the corrected total of the
Bills of Quantities. *For adjustment item

(f) After correcting all the errors in accordance with (1)(b), (c), (d) and
(e), the difference between:
在按照(1)(b), (c), (d)和(e)糾正所有錯誤之後,兩者之間的差異為:

ETWB TCW No. 41/2002 (Appendix A) Page A3 of 7


Appendix A

投標總價減去所有臨時總和,應急總
(i) the tender sum minus the total of all Provisional Sums, the
和,主要成本總和(但不包括利潤和 Contingency Sum, Prime Cost Sums (but not profit and
出勤率),任何其他預定價項⽬和調 attendance on them), any other pre-priced items and the
整項
Adjustment Item, and Optional item, Pc rate, Pc qty- (item1
i)不計?
(ii) the corrected total of the Bills of Quantities minus the total of
校正後的⼯程量清單的總和減去所有
臨時總和,應急總和,主要成本總
all Provisional Sums, the Contingency Sum, Prime Cost
和(但不包括利潤和出勤率),任何 Sums (but not profit and attendance on them), any other
其他預定價項⽬和調整項⽬的總和 pre-priced items and the Adjustment Item

shall be calculated as a plus percentage of the sum at (1)(f)(ii) if


投標總和>校正後總和;
投標總和<校正後總和; (1)(f)(i) is greater than (1)(f)(ii) or as a minus percentage of the sum
at (1)(f)(ii) if (1)(f)(i) is less than (1)(f)(ii).

(g) Subject to (1)(h), the plus or minus percentage will be applied to the
tendered rates including those corrected under (1)(b)(iii) and (iv) *** (1g)
除(1)(h)另有規定外,加減百分⽐將
適⽤於招標價格,包括根據 (1)(b)(iii) and including Preliminaries/Preambles but excluding all pre-priced
& (iv) 進⾏更正的價格,包括初步/序
⾔,但不包括所有預定價項⽬
items and the Adjustment Item.

(h) If the absolute value of the percentage calculated in accordance with


如果根據(1)(f) 計算的百分⽐的絕對 (1)(f) is less than 0.25%, no adjustment shall be made.
值⼩於0.25%,則不得進⾏調整。
(i) For any Prime Cost Sum, the plus/minus percentage shall only be
對於任何主要成本總和,加/減百分⽐ applied to the profit and attendance element and not the Prime Cost
應僅應⽤於利潤和出勤要素,⽽不是
element. Optional item, Pc rate, Pc qty- (item1
主要成本要素 i)不計?
(j) After correcting errors in accordance with the foregoing rules and if
在按照上述規則糾正錯誤之後,並且
the plus or minus percentage calculated in accordance with
如果根據第(1)(f)款計算的正負百分⽐ paragraph (1)(f) is equal to or more than 0.25%, the General/Grand
等於或⼤於0.25%,則應認可《⼯程 Summary of the Bills of Quantities shall be endorsed as follows:
量清單的⼀般/總摘要》,以作為 如
下: 'In accordance with Environment, Transport and
Works Bureau Technical Circular (Works) No.
根據環境運輸和⼯務局技術通 41/2002, all the rates and prices inserted by the
告(Works)第41/2002號,投標⼈
tenderer in these Bills of Quantities [except those
在這些⼯程量清單中插⼊的所有費率
和價格[除那些預定價項⽬和調整項⽬ pre-priced items and the Adjustment Item] shall be
外]應通過以下⽅式更正: ....%可以 corrected by ....% for all purposes for which those
根據合同使⽤這些費率和價格的所有 rates and prices may be used under the Contract.'
⽬的。
Note: [ ] delete where inappropriate

No endorsement is necessary where the plus or minus percentage


calculated in accordance with paragraph (1)(f) is less than 0.25%.

ETWB TCW No. 41/2002 (Appendix A) Page A4 of 7


Appendix A

(2) Lump Sum Contracts based on Specification and Drawings with


Schedule of Rates and Approximate Quantities submitted by
Tenderers

除可以根據需要調整投標⼈ The same principle and relevant procedures as in (1) shall apply except
提交的價⽬表和近似數量以 that the Schedule of Rates and approximate quantities submitted by the
反映要進⾏的近似⼯作量以
tenderer may be adjusted as necessary to reflect the approximate
使計算出的總價值外,應採
⽤與(1)相同的原則和相關 quantities of work to be carried out so that the total value so calculated is
程序。 等於投標⾦額,⽬的 equal to the tender sum, with the intent that resultant rates may be used for
是根據合同條款使⽤合計匯
valuing variations in accordance with the terms of the Contract.
率來評估變化。 僅在發⽣算
術錯誤或數量嚴重錯誤時才 Adjustment of quantities and rates should only be necessary in the event
需要調整數量和費率。 of arithmetical errors or when the quantities are grossly in error.

(3) Remeasurement Contracts

(a) Under no circumstances can the tendered rates be changed.


在任何情況下都不能更改招標價格
(b) If errors are found in the Bills of Quantities, they shall be corrected
as follows.

擴展⾴和總數的錯誤應予以糾
(i) Errors in extensions and casting of page totals shall be
正,並在總帳中列明已更正的⾦ corrected and the rectified amounts carried to the
*** (3b-vii)
額。 General/Grand Summary.

如果數量清單中有延期⾦額但未針 (ii) Where there is an extension amount but no rate or an illegible


對任何數量插⼊費率或無法辨認的 rate has been inserted against any quantity in the Bills of
費率,則費率被視為⾦額除以四捨
Quantities the rate is deemed to be the amount divided by the
五⼊⾄最接近的美分的數量。
Amount/ qty = Revised rate quantity as rounded off to the nearest cent. *** (3b-vii)

如果沒有在⼯程量清單中對任何項 (iii) Where there is no extension amount or an illegible amount


⽬或數量添加延期⾦額或難以辨認 and no rate or an illegible rate has been inserted against any
的⾦額並且未針對任何項⽬或數量
插⼊任何費率或難以辨認的費 item or quantity in the Bills of Quantities it shall be deemed
率,則應視為已在其他地⽅輸⼊的 that the cost of the item or quantity has been allowed for in
費率中允許了該項⽬或數量的成本 rates entered elsewhere in the Bills of Quantities and the rate
在⼯程量清單中,因此費率應標記
為零。 shall therefore be marked as zero. *** (3b-vii)

如果發現缺少《⼯程量清單》的⼀⾴ (iv) If one or more pages of the Bills of Quantities are found
或多⾴,則在以下第(vi)款的規定 missing, subject to sub-paragraph (vi) below, the rates for all
下,缺失⾴中所有項⽬的費率應標
記為零,且費⽤應視為已經 允許在
items in the missing page(s) shall be marked as zero and the *** (3b-vii)

數量清單中其他位置輸⼊的匯率

ETWB TCW No. 41/2002 (Appendix A) Page A5 of 7


Appendix A

costs shall be deemed to have been allowed for in rates


entered elsewhere in the Bills of Quantities.

(v) Should there be a tender addendum introducing changes to


如果tender addendum影響⼯程量清
單,但投標⼈尚未將這些變更納⼊⼯
the Bills of Quantities but the changes have not been
程量清單,則應將招標附錄所要求的 incorporated into the Bills of Quantities by a tenderer, then
變更納⼊招標⼈的⼯程量清單和費率 the changes as required by the tender addendum shall be
中。 對於這些新項⽬或修改項⽬,應
按以下⽅式確定:
incorporated into the tenderer’s Bills of Quantities and the
rates for those new items or modified items shall be *** (3b-vii)

determined as follows:
*Same as lump sum with bills of quantities

新item沒加; marked 0 Where new item is Rate for the new item shall be
introduced marked as zero

Where the item If a rate has been entered against


項⽬描述或數量改變; 假如已填 description and/or the original item of work, the
寫rate⽤舊rate quantity is changed same rate shall be used
刪除項⽬; 描述項⽬將會刪除 Where item is deleted That item shall be deleted in
accordance with the addendum

Where the If a rate has been entered against


單位改變; 如果已針對原始⼯作項⽬
measurement unit is the original item of work, the rate
輸⼊了費率,則應調整費率以適應
modified shall be adjusted to fit in with the
新的單位
new unit

(ii)如果⼯程量清單中包含臨時⾦ (vi) Where the Bills of Quantities contain a Provisional Sum, a


額,應急費⽤,主要成本總額,任
Contingency Sum, a Prime Cost Sum, any other pre-priced
何其他預定價項⽬或它們的任意組 *** (3b-vii)
合,並且投標⼈沒有在其⼯程量清 item or any combination of them and the tenderer fails to
單中正確包含任何或所有這些項 include any or all of them correctly in his Bills of Quantities,
⽬,則應在⼯程量清單中正確恢復
then such sum (or sums) shall be correctly reinstated in the
這些⾦額。和
Bills of Quantities.

(vii) Any sum entered against an Adjustment Item (the Adjustment


Item may either be printed in the tender documents or added
在下⾯的第(viii)款的規限下,在
⼯程量清單的總則/總摘要中針對調 by the tenderer) in the General/Grand Summary of the Bills
整項輸⼊的任何⾦額(調整項可以 of Quantities shall, subject to sub-paragraph (viii) below, not
打印在招標⽂件中,也可以由投標
be altered regardless of corrections made in accordance with
⼈添加)。 不論根據(3)(b)(i) to
(vi)進⾏的更正,都可以更改。 如果 (3)(b)(i) to (vi). If the Adjustment Item is left blank it shall
調整項留為空⽩,則應視為零。 be deemed to be zero. *For adjustment item

ETWB TCW No. 41/2002 (Appendix A) Page A6 of 7


Appendix A

(viii) If the sum entered against an Adjustment Item is outside the


如果針對調整項輸⼊的⾦額超出了
調整限制,即在添加或扣除調整項 adjustment limits which are ±10% of the grand total of the
之前,為⼯程量清單總額 Bills of Quantities (corrected in accordance with the rules
的±10%(根據上述規則進⾏了必要
above as necessary) before the addition or deduction of the
修正),則插⼊ 超過最⼤正極限的
正和應調整為該最⼤正極限(即+ Adjustment Item, the inserted positive sum exceeding the
10%),並且插⼊超過最⼤負極限 maximum positive limit shall be adjusted to such maximum
的負的和應調整為最⼤負極限(即-
positive limit (i.e. +10%) and the inserted negative sum
10%)。
exceeding the maximum negative limit shall be adjusted to
the maximum negative limit (i.e.-10%).

(c) After correcting all the errors in the manner abovementioned, the
tender sum shall be corrected to the corrected grand total of the Bills
在以上述⽅式糾正所有錯誤之 of Quantities.
後,應將投標⾦額更正為已更正的
⼯程量清單總額。

END

ETWB TCW No. 41/2002 (Appendix A) Page A7 of 7

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