Procurement Presentation

Alan Brett
Contracts 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 Procurement
Tendering
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
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

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