Transcript United by borders theme

Procurement rules
Beneficiary Seminar
Joint Technical Secretariat
What is procurement?
Procurement is the timely acquisition of goods, works,
and services, which respects the following condition
in accordance with the Article 1 and 2 of Annex IV
to the Grant Contract:
- the objectives of organisation are concerned;
- fairness, integrity and transparency through competition;
- economy and effectiveness;
- best value for money;
- avoid any conflicts of interest.
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ATTENTION!
Project Beneficiaries and partners form Estonia and
Latvia, as well as Russian Federation public entities,
should
follow
their
NATIONAL
PROCUREMENT
PROCEDURES and additionally follow the rules of
nationality and origin set out in Article 2 of Annex IV
to the Grant Contract.
Russian Beneficiaries and partners that are not public
entities must respect Article 1 to 7 of Annex IV to the
Grant Contract. It is recommended to use PRAG
(chapters 2 to 5 and templates) as a model of “best
international practice” (Article 3 of Annex IV).
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Good procurement principles 1
Strict rules should be followed in each procurement procedure in
order to acquire best price-quality ratio.
- No discrimination – against product, services, suppliers,
contractors or service providers on grounds of nationality, as long
as the rules of origin and nationality are respected.
- Fair competition – all tenderers must be given the same
information and the same opportunities to come up with winning
bids.
- Clear specification – tenderers cannot complete effectively
unless they know precisely the requirements of the purchaser.
Good procurement principles 2
- Effective publicity (announcement) – particularly
important for publicly funded procurement where,
typically the purchasers are not experts in the field. This
is where use of the internet is increasingly important. For
publications in the national or regional press the EU
guidelines on visibility should be followed.
- Adequate timescales – bidders are given sufficient
time to respond to advertisements expressing an interest
in the purchaser’s requirement, to respond to invitations
to participate in the bidding and to prepare and submit
their offers.
(PRAG: 60 days for Supplies and 90 days for Works in
international tenders, 30 for Supplies and 60 for Works in
local tenders)
Good procurement principles 3
- Use of relevant objective criteria – it is crucial that
the criteria used for the elimination of unsuitable
candidates, the selection of participants in contract award
procedures and the award of contracts on the basis of the
offer(s) economically most advantageous to the
purchaser are both objective and relevant to the
requirement.
- Adequate records - it is essential to be able to justify
decisions later on if there are any challenges or doubts
about the decisions that were made.
General rules of procurement
Every procurement
selection criteria:
procedure
should
follow
two
- the eligibility check of the tenderer or candidate to
take part in the procure needs to be carried out in
order to identify possible grounds for exclusion in
advance;
- criteria for assessing its financial,
technical and professional capacity.
economic,
Basic steps in procurement
- Development of Procurement Plan;
- Development of technical
Reference (if nessesary);
specification
or
Terms
of
- The Call Forwarding / Publication/ Request for offers;
- Receiving tenders from
providers/ contractors;
potential
suppliers/
service
- Making the decision on the offers;
- Notification of the decision to the responsible bodies and
possible contractors;
- Document issued by the responsible authority/authorities
confirming
that
procurement
documentation
is
in
compliance with the requirements set in the national
legislation (if applicable);
- Contract procedure with the winner of the procurement.
Types of contracts
Service contracts:
- Studies: identification and preparation of projects, feasibility
studies, economic and market studies, technical studies,
evaluations and audits
- Technical assistance: advisory role, to manage or supervise a
project, or to provide the experts specified in the contract
Supply contracts:
- Purchase, leasing, rental or hire
buy) of equipment
(with or without option to
- A contract for the supply of equipment and, incidentally, for
installation
Works contract:
- The execution, or both the execution and design, of works
- Outcome of building or civil engineering works
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Mixed contracts
Mixed (hybrid) contracts (PRAG Article 2.4.9):
- Contract between the Beneficiary or partner and a
service provider, supplier or construction firm covering
two or more of the following: works, supplies and
services.
- Beneficiary or partner determines the procurement
procedure to be used depending on which of the
components (works, supplies or services) prevails. This
assessment must be made on the basis of:
-
the value, and
the strategic importance of each component relative
to the contract as a whole.
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Important
- Follow national procurement procedures rules (consult
with the national office of Procurement)
- If national rules not for you, follow PRAG, as a model of
“best international practise” (Article 3 of Annex IV)
- Follow the rules of nationality and origin
- The contract must be awarded to the most economically
advantageous tender in accordance with the principles of
transparency, fair competition for potential contactors,
and taking care of avoiding any conflict of interest.
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Programmas nākotne..
Thanks for attention!
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