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7/31/2019 European Public Procurements
1/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
European Public
ProcurementsProcedures and methodology to tender
October 2012
7/31/2019 European Public Procurements
2/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
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:
7/31/2019 European Public Procurements
3/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
4/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
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.php7/31/2019 European Public Procurements
5/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELNcordis.europa.eu/partners/
7/31/2019 European Public Procurements
6/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
http://www.era-can.ca/
7/31/2019 European Public Procurements
7/27Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
8/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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/7/31/2019 European Public Procurements
9/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
When Canadians can apply?
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
7/31/2019 European Public Procurements
10/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
When Canadians can apply?Amount of contract
Centralinstitutions
Sub-centralinstitutions
Supplies ~ 200,000 CAD ~ 300,000 CAD
Services ~ 200,000 CAD ~ 300,000 CAD
7/31/2019 European Public Procurements
11/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
When Canadians can apply?
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:
7/31/2019 European Public Procurements
12/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
When Canadians can apply?
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
7/31/2019 European Public Procurements
13/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Calls are open to:
Big enterprises
SMEs
NGOs
Universities
Other public or private entities
Who can apply?
7/31/2019 European Public Procurements
14/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
15/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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?
7/31/2019 European Public Procurements
16/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
http://ted.europa.eu/
Publicity where?
http://ted.europa.eu/http://ted.europa.eu/7/31/2019 European Public Procurements
17/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
7/31/2019 European Public Procurements
18/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
Key documents and
methodology to tender
7/31/2019 European Public Procurements
19/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
20/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
21/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
22/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
23/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
7/31/2019 European Public Procurements
24/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
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
CAMERA DI COMMERCIO BELGO ITALIANA
7/31/2019 European Public Procurements
25/27
Marta Bronzo
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Examples of evaluation grids for technical offers
CAMERA DI COMMERCIO BELGO ITALIANA
7/31/2019 European Public Procurements
26/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
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
CAMERA DI COMMERCIO BELGO ITALIANA
7/31/2019 European Public Procurements
27/27
CAMERADI COMMERCIO BELGO-ITALIANA
CHAMBREDE COMMERCE BELGO-ITALIENNE
BELGISCH-ITALIAANSE KAMERVAN KOOPHANDELN
Marta Bronzo
Thank you for your [email protected]