e-procurement in the EU:

1

• e-procurement in the EU
• Impulse from the Commission
• Julia Ferger European CommissionPublic
  Procurement Policy/e-procurement

2

• Contents
• New legal framework and Action Plan on
  e-procurement (DG Internal Market and Services)
• Initiatives of the IDA/IDABC programme (DG
  Enterprise and Industry)

3
General framework
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Defining e-procurement the legal framework

• ELECTRONIC MEANS ON AN EQUAL FOOTING with WRITTEN
  MEANS
• FULLY ELECTRONIC PROCEDURES ALLOWED
• NEW PURCHASING PRACTICES Framework agreements,
  Dynamic Purchasing Systems, Electronic Auctions
• GENERAL REQUIREMENTS SET FORCommunicating and
  receiving offers electronically
• FLEXIBLE TECHNOLOGY NEUTRAL FRAMEWORK

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Scope of EU procurement rules
Contracting Ordering
Billing
Monitoring ofContract
Outside the scope of EU procurement
Directives E-commerce Directive Electronic
Signature E-invoicing Data protection
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General principles

• DECISION TO USE ELECTRONIC MEANS IN PROCUREMENT
  RESPONSIBILITY OF BUYERS
• ALL STAGES OF THE PROCEDURE CAN BE CONDUCTED
  ELECTRONICALLY
• (Documents, Certificates, Attestations and
  Declarations could continue to be submitted in
  paper if not available electronically)
• FUNDAMENTAL PRINCIPLES NON-DISCRIMINATION, EQUAL
  OPPORTUNITIES, TRANSPARENCY AND FAIR COMPETITION
• and ALL DIRECTIVES RULES SHOULD BE
  RESPECTED
• PROCEDURAL RULES FORESSEEN FOR ONE-OFF AND
  REPETITIVE PURCHASES
• CONDITIONS SET FOR COMMUNICATING
  ELECTRONICALLY,RECEIVING OFFERS AND CARRYING OUT
  ELECTRONIC AUCTIONS

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Timetable

• May 2000 LEGISLATIVE PACKAGE PROPOSED BY THE
• COMMISSION
• - CLASSIC DIRECTIVE (SUPPLIES, SERVICES, WORKS)
• - UTILITIES DIRECTIVE
• Feb 2004 FINAL ADOPTION OF THE LEGISLATIVE
  PACKAGE
• Apr 2004 ENTRY INTO FORCE OF THE NEW DIRECTIVES
• Dec 2004 ADOPTION OF ACTION PLAN ON E-PROCUREMENT
• 31 Jan 2006 TRANSPOSITION BY MEMBER STATES (21
  months)

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Action Plan Objectives

• Ensure a well functioning Internal Market in
  electronic public procurement
• Achieve greater efficiency in procurement,
  improve governance and competitiveness
• Work towards international framework for
  e-procurement

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I A well functioning Internal Market
Implement the legal framework correctly and on
time Correct understanding, correct
implementation, timely implementation,
transparency, enforcement Complete the legal
framework by the appropriate tools Fully
electronic standard forms, improved
CPV Remove/prevent barriers to electronic public
procurement A. Validate functional requirements
B. Adjust operational e-procurement systems C.
Deal with e-signature problemsD. Study
feasibility of EU wide compliance certification
scheme Detect and address interoperability
problems over time

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II - Efficiency, improved governance and
competitiveness

Efficiency and governance of public procurement
markets Accelerate digitisation through national
plans for e-procurement, develop interoperable
tools for e-transactions, develop
statisticsIncrease competitiveness of public
procurement markets Cut red tape, increase
transparency, standardise documents and
exchanges, promote awareness and access for SMEs

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III - International framework

Prevent/remove international barriers Pursue and
conclude GPA negotiations, promote international
standardisation and use of common
classifications Establish international
co-operation/dialogues Establish bilateral
agendas, promote European model in
cooperationwith MDBs and in technical assistance
to third countries
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The role of IDA

• Complement and support the implementation of the
  new Directives and the framework for
  e-procurement
• Prevent emergence of e-barriers
• Facilitate use of interoperable solutions and
  tools
• Practical and pragmatic objectives

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IDA activities

• State-of-the-Art study
• Functional requirements report
• Learning demonstrators (static and dynamic)
• Modelling of procedures and information exchanges
• Common tools and generic services
• Awareness, exchange, promotion of common
  understanding and best practice

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State of the art study

• Overview over existing e-procurement systems in
  Europe (8 countries 15 systems)
• Description, identification of concepts and best
  practices
• Starting point for work on functional requirements

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Functional requirements

• Translation of Directives legal requirements
  into indicative functional guidelines
• Volume 1
• Functional requirements (description of
  procedures and procurement phases, actors and
  workflows
• Possible technical solutions and technical
  architecture
• Non-functional requirements
• Open issues
• Volume 2
• Use case studies one-off purchases, Dynamic
  Purchasing Systems, Framework Agreements
• Published March 2005

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Learning demonstrators

• Static demonstrators
• Series of static screens
• Overview over procedures, phases, actors
• Dynamic demonstrators
• Simulate all functions under the main procurement
  procedures
• Can be re-used, translated
• Propose specific user interfaces
• Available for download

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At a glimpse ...
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Modelling of procurement processes and
information exchanges

• Schemas using XML and UML
• E-ordering/e-invoicing
• E-tendering/e-awarding
• Electronic catalogues
• Cooperation with
• CEN/ISSS
• UN/CEFACT
• OASIS

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What Next?

• Action Plan
• Interpretative Document
• IDA continued under IDABC 2005-2009
• Proposal by the Commission
• Proposals by Member States

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Conclusion

• Political commitment
• Legal framework
• Organisation
• Technical aspects
• Economic aspects

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Information

• Action Plan on e-procurement
• Europa e-procurement pages http//europa.eu.int/
  comm/internal_market/publicprocurement/e-procureme
  nt_en.htm
• IDA/IDABC e-procurement
• http//europa.eu.int/idabc/eprocurement

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THANK YOU

• Contacts
• Action Plan Julia.Ferger_at_cec.eu.int
• CPV olivier.coppens_at_cec.eu.int
• IDA/IDABC ida-central_at_cec.eu.int