european public procurements

7/31/2019 European Public Procurements

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CAMERADI COMMERCIO BELGO-ITALIANA

CHAMBREDE COMMERCE BELGO-ITALIENNE

BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN

Marta Bronzo

European Public

ProcurementsProcedures and methodology to tender

October 2012


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1. Characteristics of EU funding: Grants

Tenders

Sources of info

2. Methodology to tender:

Key documents Tender package

How to tender step-by-step

Evaluation

What do we do today:


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Tenders

- Purchase ofgoods/services

- 100% payment

of price- Best value forthe money

- Call for

tenders and Tender offer

G

rants

- Co-funding ofproject ideas

- 50-95%

coverage of costs- European AddedValue

- Call for

proposals and Project


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BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELNGRANTS

General rule: funds quite closed to industrialized countries.

Education and culture Culture programme (Strand 1.3.5) In 2013 Canada is a

funded third country - Deadline for submission: May 2013

More info:

http://eacea.ec.europa.eu/culture/programme/strands1_en.php

EU-Canada Cooperation on higher education (2006-2011);suspended until 2013 - New framework 2014-2020

7FP/Horizon for Research and Development In general, Canadians can participate, but do not receive

funding (exceptions)

Participation rate is quite high (Cooperation and Marie Curie)

Canadians researchers can be funded in Europe

Canadians universities can host European researchers

(funded by EU)
http://eacea.ec.europa.eu/culture/programme/strands1_en.phphttp://eacea.ec.europa.eu/culture/programme/strands1_en.php


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BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELNcordis.europa.eu/partners/


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http://www.era-can.ca/


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Tenders - Why tendering for European

procurements? Internationalization of your business (enter new

markets)

New partnerships = new opportunities

Build references/CV (prestigious clients)

In the EU, the public purchase of goods and

services corresponds to 19% of GDP

420 billions per year (2010) in EU

procurements of which 85% is open to foreign

companies


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When Canadians can apply?

Legal basis

Agreement on Government Procurements (GPA) Signed at

Uruguay Round entered into force in 1996

Amending protocol GPA/113 done in Geneva on 30/03/2012

Stating eligibility criteria:

The public institution that is calling for tenders

The amount of the contract

The type of goods/services

www.wto.org
http://www.wto.org/http://www.wto.org/


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Public institutions

EU Institutions: Council of the European Union

European Commission

European External Action Service (EEAS)

MS central institutions: Ministries and courts of justice

Agencies (transport, energy, social affairs, culture, etc.)

National banks

Post

Universities and schools Hospitals

Museums

Sub-Central entities and public utilities:

Several limitations, until CETA is approved


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When Canadians can apply?Amount of contract

Centralinstitutions

Sub-centralinstitutions

Supplies ~ 200,000 CAD ~ 300,000 CAD

Services ~ 200,000 CAD ~ 300,000 CAD


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Type of goodsAll goods are eligible under GPA (restrictions for procurements

by Ministries of Defence and Agencies for defence or security)

Agriculture and food Materials and products

Computer/ IT Mining

Construction Printing and publishing

Education Technology and equipmentEnergy Environment

Transport Sanitation

EU goods (including leasing and rent) categories:


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Type of services

Eligible services (under GPA):

Repair

Courier services Telecommunications

IT

Accounting, auditing and bookkeeping

Management consulting services

Architectural & engineering Sanitation

List of CPC/CPV eligible codes


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Calls are open to:

Big enterprises

SMEs

NGOs

Universities

Other public or private entities

Who can apply?


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Open Any interested economic operator may submita tender.1-step procedure

Restricted Any economic operator may request toparticipate and only candidates invited to do somay submit a tender.

2-step procedure

Call for

expressionof interest

The contracting authority assesses the

technical and financial qualifications of

candidates, in order to establish a list ofpotential contractors (to be invited to tender

under future restricted tendering procedure).

Procedures


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Prior Information notice

Main data (brief description, estimated value)

Draft calendar

Contract notice

Contracting authority (contacts)

Description of goods/services (lots)

Quantity Duration of the contract

Eligibility and methodology to tender

Procedure

Draft calendar

Tender specifications / ToR (only for open procedures)

All detailed information needed to tender

Contract award

Contracting authority, description of goods/services, awarded entity

Publicity what?


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http://ted.europa.eu/

Publicity where?
http://ted.europa.eu/http://ted.europa.eu/


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Key documents and

methodology to tender


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Contract/Tender notice, available on TED

Invitation to tender

Tender Specifications/ToR

Standard Contract Annexes:

Declaration of honor

Legal entity form

Financial entity

Format letter for subcontracting

Format for financial offer

Key documents


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Reply to tender

Administrative section: contacts and legal status,

letters from subcontractors, power of attorney from

partners

Exclusion criteria section: Letters of honor

Selection criteria section:

Financial data of last 3 years, letters from bank

Technical capacity: CV staff, list of projects,

experiences related to the tender, description oforganization (structure, equipment/machinery,

offices and networks, etc.)

Technical offer

Financial offer

The tender package

C C B I


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TechnicalOffer

Introduction/ general background Detailed description of

goods/services

Description of productionmethodology

Project management (organizationalchart, communication, reporting)

Quality monitoring

FinancialOffer

In

No VAT / Taxes Real costs (usually NO flat rates)

Includes subcontracting

Details of distribution among partners

The tender package

C C B I


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1. Download the tender notice from TED, tender

specifications and all related documents

2. Identify eligibility for Canadians

3. Identify the requested financial and technical capacity

4. Build partnership (if necessary)

5. Collect administrative documents

6. Implement feasibility studies and researches in

cooperation with the partners

7. Draft technical and financial offer (in cooperation with thepartners)

8. Send application (within the deadline!)

Tendering, step-by-step

C C B I


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Timeframe

Time limits between the publication of the call and the deadlinefor the submission of tenders

Open procedure At least 52 daysIf a prior-info notice was published:

36 days

Restricted procedure At least 37 days (for submitting theapplication)

Afterwards, if preselected, at least

40 days (for submitting the whole

tender)

CAMERA DI COMMERCIO BELGO ITALIANA


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1. Exclusion criteria (bankruptcy, fraud, corruption,

irregularities as social security and taxes, conflict of

interests)

2. Selection/Eligibility criteria

2.1. Economic and financial capacity (turnover, cash

flow, solidity, etc.)

2.2. Professional capacity (staff, CV)

2.3. Technical capacity (past projects, experiences)

3. Award criteria: best-value-for-moneybased on the

evaluation of technical and financial offer

Evaluation



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Examples of evaluation grids for technical offers



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Additional remarks

Need to identify a strategy and action plan(monitoring, lobby, staff, etc.)

Partners selection: evaluation criteria,reliability, added value, etc.

Competitors: monitor/alliance

Its a competitive process (need to invest

time and resources)

To draft offers, follow the European ProjectCycle Management techniques



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Marta Bronzo

Thank you for your [email protected]

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