Alan Brett
Contracts Officer
HSE

• 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

• 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

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

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

• 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

• 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

• 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