Procurement Presentation

Alan BrettContracts Officer

HSE

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

HSE Procurement Overview

• Historically - health boards • HSE single legal entity – procurement

compliance obligations• Portfolio & Category Management

approach

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)

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

(Main) Tender Process Types

OpenOne stage process open to all interested parties subject to minimum standards / requirements

RestrictedTwo 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

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

Etenders

• www.etenders.gov.ie

• www.ted.europa.eu

Sample tender documents

• Procurement Rules Document– Late tenders– Submissions by groups– Insurance requirements

• Tender Response Document– Exclusion Criteria– Selection Criteria– Award Criteria

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

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

• National Contract Opportunities– Consortia– Sub Contractors

• Frameworks

• Thank You