63124 - TAIEX-REGIO Workshop on setting the most economically advantageous tender ROBERT JAWOR NOVEMBER 2016 VILNIUS, LITHUANIA Changes in Directives 2004/18 and 2004/17 – meat or the lowest price Still price can be only one criterion, up to member state; Promotion of non-price criteria; Motive no 89 preambul of Directive 2014/24: „all winning tenders should finally be chosen in accordance with what the individual contracting authority considers to be the economically best solution among those offered” Selection criteria – European Single Procurement Document; Changes in Directives Art. 67 - contracting authorities shall base the award of public contracts on the most economically advantageous tender; The most economically advantageous tender from the point of view of the contracting authority shall be identified on the basis of the price or cost, using a costeffectiveness approach, Member States may provide that contracting authorities may not use price only or cost only as the sole award criterion or restrict their use to certain categories of contracting authorities or certain types of contracts. Only quality criteria? If the national regulations set the enumeration for specific services or deliveries Changes in Directives (a) quality, including technical merit, aesthetic and functional characteristics, accessibility, design for all users (art. 42 - For all procurement which is intended for use by natural persons, whether general public or staff of the contracting authority, the technical specifications shall, except in duly justified cases, be drawn up so as to take into account accessibility criteria for persons with disabilities or design for all users.) social (new literally), environmental (preambul 93: „books were stamped on recycled paper or paper from sustainable timber, the cost imputed to environmental externalities”) and innovative characteristics (no examples, but preambul 47: „Buying innovative products, works and services plays a key role in improving the efficiency and quality of public services while addressing major societal challenges” and trading and its conditions; Changes in Directives (b) organisation, qualification and experience of staff assigned to performing the contract, where the quality of the staff assigned can have a significant impact on the level of performance of the contract; Preambul 94: „Wherever the quality of the staff employed is relevant to the level of performance of the contract, contracting authorities should also be allowed to use as an award criterion the organisation, qualification and experience of the staff assigned to performing the contract in question, as this can affect the quality of contract performance and, as a result, the economic value of the tender”. Changes in Directives (c) after-sales service and technical assistance, delivery conditions such as delivery date, delivery process and delivery period or period of completion. Preambul 93: „Where national provisions determine the remuneration of certain services or set out fixed prices for certain supplies, it should be clarified that it remains possible to assess value for money on the basis of other factors than solely the price or remuneration. Depending on the service or product concerned, such factors could, for instance, include conditions of delivery and payment, aspects of after-sale service (e.g. the extent of advisory and replacement services) most economically advantageous tender most economically advantageous tender price or criterion price/criterion cost life-cycle costing and or best quality/price ratio Quality/ecology/social/s upply conditions/human resources Changes in Directives Life-cycle costing (i) a)costs, borne by the contracting authority or other users, such as: costs relating to acquisition, (ii)costs of use, such as consumption of energy and other resources, (iii) maintenance costs, (iv) end of life costs, such as collection and recycling costs. (b)costs imputed to environmental externalities linked to the product, service or works during its life cycle, provided their monetary value can be determined and verified; such costs may include the cost of emissions of greenhouse gases and of other pollutant emissions and other climate change mitigation costs. DIRECTIVE 2009/81/EC OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on the coordination of procedures for the award of certain works contracts, supply contracts and service contracts by contracting authorities or entities in the fields of defence and security – Preambul 12 - This Directive should take account of the needs of the contracting authority/entity throughout the whole life cycle of the product, i.e., research and development, industrial development, production, repair, modernisation, modification, maintenance, logistics, training, testing, withdrawal and disposal. Directive 2009/33/EC of the European Parliament and of the Council of 23 April 2009 on the promotion of clean and energy-efficient road transport vehicles. Changes in Directives Labels Where contracting authorities intend to purchase works, supplies or services with specific environmental, social or other characteristics they may, in the technical specifications, the award criteria or the contract performance conditions, require a specific label as means of proof that the works, services or supplies correspond to the required characteristics, provided that all of the following conditions are fulfilled. weight of criteria Public authorities may use different criteria when evaluating tenders - for example they may select according to the lowest price offered or they may use other criteria. In the latter case, each applicant should be informed of the different weighting given to the different criteria (for example price, technical characteristics and environmental aspects) weight of criteria criterion/ contract price technical merit environment estethic and functional attributes others simple 70-80% 0-15% 0-5% 5-10% 0-10% average 60-70% 5-20% 0-5% 10-20% 0-10% complex 40-50% 10-30% 0-5% 10-30% 0-10% Recommendations: Set up name of criterion, its weight and the way of evaluation; Set up what kind of documents will you required to evaluate bidders; With measurable criteria (price, time of warranty, power of engine, speed of computer procesor) use mathemathic formula; With unmeasurable criteria (esthetic, comfort, taste) quantification is required. Describe the level of expectation of awarding entity; In non-priority procurements awarding entity may and should use criteria linked to the subject matter of a contract and on the basis of the economic operator’s characteristics
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