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Procurement Presentation

Procurement Presentation

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Procurement Presentation

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  1. Procurement Presentation Alan Brett Contracts Officer HSE

  2. 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

  3. HSE Procurement Overview • Historically - health boards • HSE single legal entity – procurement compliance obligations • Portfolio & Category Management approach

  4. 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)

  5. 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

  6. (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

  7. 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

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

  9. Sample tender documents • Procurement Rules Document • Late tenders • Submissions by groups • Insurance requirements • Tender Response Document • Exclusion Criteria • Selection Criteria • Award Criteria

  10. 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 <10 staff • Estimated value €35,000 + additional business

  11. 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 >€200,000 per annum

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