Procurement Presentation

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Procurement Presentation

• Alan Brett
• Contracts Officer
• HSE

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Presentation structure

• HSE Procurement overview
• Key Principles of Public Procurement Tendering
• Expenditure threshold requirements and related
  contact points
• Tender process types (main)
• Tender evaluation options
• Etenders
• Tender documentation
• Case study / studies

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HSE Procurement Overview

• Historically - health boards
• HSE single legal entity procurement compliance
  obligations
• Portfolio Category Management approach

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Key Principles of Public ProcurementTendering

• Underpinned in EU Law in Treaty of Rome
• Transparency
• Equal Treatment
• Mutual Recognition
• Proportionality
• Consolidated 2004/18/EC Procurement Directive
  (Supplies Services)

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Expenditure Threshold requirements Supplies
Services

• Less than 5,000 one quote
• all budget holders within HSE / supplies
  departments
• Less than 50,000 three quotes
• Supplies Officers / equipping officers
• 50,000 to 211,000 nationwide tender
• HSE Procurement www.etenders.gov.ie
• More than 211,000 EU wide tender
• HSE Procurement www.etenders.gov.ie

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(Main) Tender Process Types

• Open
• One stage process open to all interested parties
  subject to minimum standards / requirements
• Restricted
• Two stage process
• Candidates are prequalified based on published
  selection criteria in relation to e.g. Economic
  Financial Standing Technical and/or Professional
  ability Quality Assurance Standards Suitability
  to pursue professional activity, etc.
• Prequalified candidates are invited to submit
  tenders based on the requirements and assessed
  against the published award criteria

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Tender evaluation options

• Lowest Cost
• normally subject to compliance with minimum
  standards / criteria
• MEAT most economically advantageous tender
• Ultimate Cost (Price, running costs, etc)
• Technical Merit
• Aesthetic functional
  characteristics
• Environmental characteristics
• After sales service technical
  assistance

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Etenders

• www.etenders.gov.ie
• www.ted.europa.eu

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Sample tender documents

• Procurement Rules Document
• Late tenders
• Submissions by groups
• Insurance requirements
• Tender Response Document
• Exclusion Criteria
• Selection Criteria
• Award Criteria

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Case Study One

• Service related tender
• Nationally advertised tender
• Minimum requirements
• At least one example of delivery of similar
  services in last three years
• Minimum average turnover of 250,000 per annum
  over the last three years required
• Award Criteria
• Ultimate Cost 60
• Technical Merit 20
• Quality of project proposal 10
• Delivery Timeframes 10
• Company awarded Small Irish company with lt10
  staff
• Estimated value 35,000 additional business

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Case Study Two

• Fresh Prepared Fruit Vegetables
• Region wide contracts
• Lowest cost subject to compliance with minimum
  standards and delivery schedules
• Region split into several sub regions
• Contracts awarded to several service providers
• Total contract values gt200,000 per annum

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• National Contract Opportunities
• Consortia
• Sub Contractors
• Frameworks
• Thank You