1. CESUR Since 1974, CESUR is an interdisciplinary research centre of IST devoted to Operational Research and Systems Engineering, Planning, Project Management and Public Contracting CESUR Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

2. CESUR IST – Instituto Superior Técnico Technical University of Lisbon Major Faculty of Engineering Sciences in Portugal Member of CLUSTER IST policy for Professional Training Partnership with Private Corporations Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

3. CESUR Advanced research with results published in major international journals. A few examples: Tavares, L. Valadares, “Advanced Models on Project Management”, Kluwer, 1999. Tavares, L. Valadares, J. A. Antunes Ferreira and J. S. Coelho, “The risk of delay of a project in terms of the morphology of its network”, European Journal of Operational Research, 119, 510- 537,1999. Tavares, L. Valadares, S. E. Elmaghraby, J. Antunes Ferreira, “Optimal Start Times Under Stochastic Activity Durations”, International Journal of Production Economics, 64, 153-164, 2000. Tavares, L. Valadares, J. Antunes Ferreira, J. Silva Coelho, “A Comparative Morphologic analysis of Benchmark Sets of Project Networks”, International Journal of Project Management, nº 20, 475-485, 2002. Tavares, L. Valadares, “A review of the contribution of Operational Research to Project Management”, European Journal of Operational Research, Nº 136, 1-18, 2002. Project Management, Public Contracting, eProcurement and European Union Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

4. CESUR Tavares, L. Valadares, José Álvaro Antunes Ferreira, José S. Coelho, "A surrogate indicator of criticality for stochastic project networks", International Transactions in Operational Research, Vol.11, pp.193-202, 2004. Tavares, L. Valadares, J. Tomás Patrocínio, “New information technology in education - Portugal”, European Commission Task Force on Human Resources, Education, Vocational Training and Youth, Luxemburg, EUR-OP, 1993. Tavares, L. Valadares, “Development Policies in European Union and Technology Foresight: An experiment in Portugal”, Foresight, Vol. 4, nº 2, 33-45, 2002. Tavares, L. Valadares, J. Monteiro e P. Swatman, “Towards the Knowledge Society: E- Commerce, E-Business and E-Government”, IFIP, Kluwer, 2003. Tavares, L. Valadares, “A multi-attribute motivational model of consumer choice based on a new outranking relation”, International Transactions in Operational Research, 10, 365-379, 2003. Tavares, L. Valadares, "A Model to Support the Search for Consensus with Conflicting Rankings: Multitrident", International Transactions in Operational Research, Vol.11, nº.1, pp.107-115, Janeiro 2004. Tavares, L. Valadares, “Foresight and Governance: A problem-oriented methodology (GOVSIGHT)”, International Transactions in Operational Research, 10, 169-190, 2003. Project Management, Public Contracting, eProcurement and European Union Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

5. CESUR First version of the Portuguese code of public contracts (DL18/2008). New multicriteria models to evaluate tenders (SIAP 2008) Innovative procedures to award concessions contracts (New hospital of Todos os Santos) Books on public procurement and evaluation of proposals:  A Gestão das Aquisições Públicas, Guia de Aplicação do Código dos Contratos Públicos – Dec-Lei 18/2008 – Empreitadas, Bens e Serviços  O Modelo e o Software SIAP 2008 para avaliação de propostas e candidaturas segundo o Código dos Contratos Públicos (Dl 18/2008) An integrated platform for project management and public contracting (PLAGE, supported by EC) An interdisciplinary training program on public and electronic contracting (with VORTAL) Public Contracting Public Contracting Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

6. CESUR A multicriteria model to evaluate proposals: SIAP 2008 Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

7. CESUR Modules Criteria Tree definition Value Function (or scoring ) definition Introduction of data from proposals Evaluation of tenders: Criterium of the most economicly advantageous proposal Sensibility Analysis and Negotiation support Interactive System for Evaluation of Proposals– SIAP 2008 Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

8. CESUR SIAP 2008 – Criteria Tree Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

9. CESUR SIAP 2008 – Value Function Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

10. CESUR Import data form Excel Introduce data directly in SIAP2008 SIAP 2008 – Introduction of data from proposals Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

11. CESUR SIAP 2008 – Screen Shots Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

12. CESUR SIAP 2008 – Sensibility Analysis Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

13. CESUR SIAP 2008 – Negotiation Process Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

14. CESUR PLAGE – Integrated Electronic Platform for Procurement and Sustainable Project Management Upgrading eprocurement to integrate project life cycle from ex-ante evaluation to sustainable implementation Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

15. CESUR CHALLENGES Project Life Cycle management Project Sustainability Supporting collaborative multi-actor work Full Interoperability workspace Integrated supply chain Interdisciplinary Knowledge base Performance evaluation Risk assessment and sharing ENABLERS European Directives:2004/18/EC, 2004/17/EC, 2007/66/EC, 2006/123/EC New Portuguese Law of Public Procurement (DL 18/2008) More Demanding Sustainability Requirements More Advanced Multicriteria Models (SIAP2008) Adaptive Multi-Resource Stochastic Project Management Building Information Models (BIM) 3D Design Simulation More Flexible Electronic Platform Architecture An integrated new electronic platform Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

16. CESUR Major Deliverables Advanced Competence on Integration of Processes for eProcurement Interoperable Electronic Platform Supporting Multiple Decision and Management Models Expert System to Improve eProcurement Updated Knowledge Base Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

17. CESUR “The final outcome of PEPPOL will be an interoperational environment build upon national systems and infrastructures supporting the full cycle of eProcurement activities.” Complementarity between PEPPOL and PLAGE Reference: www.peppol.eu Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

18. CESUR eSignature (WP1)eSignature (WP1) will develop guidelines and specifications and pilot solutions to overcome the lack of interoperability between the different national schemes for electronically signing tender documents. (BB) Virtual Company Dossier (WP2)Virtual Company Dossier (WP2) will provide interoperable solutions for economic operators in any European country to utilise company information already registered somewhere in order to submit certificates and attestations electronically to any procurement agency. (BB) eCatalogue (WP3)eCatalogue (WP3) will define and test solutions to manage eCatalogues to overcome the lack of a standard definition of eCatalogues used in European public procurement procedures that will be used as part of a bid and as a basis for issuing orders. (BB) eOrdering (WP4)eOrdering (WP4) will benchmark existing eOrdering processes and implement pilot arrangements on the data and process level for the exchange of eOrdering documents between all relevant stakeholders highlighting and communicating good practices. (BB) eInvoicing (WP5)eInvoicing (WP5) will benchmark existing eInvoicing processes for the payment of goods and services and implement pilot arrangements on the data and process level for the exchange of eInvoicing documents between all relevant stakeholders. (BB) Project Management (WP6)Project Management (WP6) will lead manage and coordinate the total project including activites listed for all work packages to enable EU-wide public eProcurement. Consensus and awareness building (WP7)Consensus and awareness building (WP7) will be activities such as providing a project website (also open to external parties) and corporate image establishment and diffusion. Solutions architecture, design and validation (WP 8)Solutions architecture, design and validation (WP 8) will focus on design and validation of the common specifications and building blocks which together will define the technical interoperability layer required to provide an operational e-business infrastructure. The co-ordinator of this WP will take the role as Technical Director of the project. PEPPOL Work Packages

19. CESUR The final outcome of PLAGE will be an interoperational environment that will upgrade the eProcurement platform to an integrated life cycle project platform. Complementarity between PEPPOL and PLAGE Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

20. CESUR Expectations Project Life Cycle Dematerialization BIM generalization Advanced models for Project Management implementation Reduction of projects total costs by 20% Reduction of corrections made in projects by 40% Reduction of final client costs by 30% Increase of the sustainability indicators 20 % Improvement of quality standards by 25% Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

21. CESUR Participants Corporations · Vortal - Comércio Electrónico, Consultoria e Multimédia, S.A. · Primavera Business Software Solutions, S.A. · Microfil - Tecnologias de Informação S.A. Research Partners · CESUR – Instituto Superior Técnico – Universidade Técnica de Lisboa · UNIDEMI – Faculdade de Ciências e Tecnologia – Universidade Nova de Lisboa Partnerships · IPTM – Instituto Portuário e dos Transportes Marítimos, I.P. · APL – Administração dos Portos de Lisboa, S.A. Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

22. CESUR VORTAL Academy Private Corporations operating on electronic platforms Vortal Academy Interdisciplinary Programs on Public Contracting, eProcurement and eBusiness using Vortal platform Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

23. CESUR e-Noticing e-Tendering e- Reverse Auctions Negotiations Evaluations Contract Awarding Control Ex-Post Evaluation Ex-Ante Assessment Implementation VORTAL Academy Interdisciplinary Approach to eProcurement Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

24. CESUR Interdisciplinary Training (AV) Public contracting: Supplies and services Public contracting: Public works Evaluation of proposals In-house contracting Public works or concessions? Development of more competitive tenders Contracting games VORTAL Academy Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

25. CESUR AV. Statistics (April-Dec. 08):  31 Courses  522 Trainees (42% public sector, 58% private sector) Prof. Luís Valadares Tavares and Eng.António Aguiar Costa VORTAL Academy

26. CESUR L. Valadares Tavares (Full professor) J. Antunes Ferreira (Associate professor) Rui Oliveira (Associate professor) Rui Marques (Assistant professor) José Coelho (Assistant professor) Luís Cavique (Assistant professor) Pedro Graça (PhD Student) António Costa (PhD Student) Pedro Bernardino (PhD Student) Team Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

27. CESUR Priority topic: eSourcing

28. CESUR Main areas of interest in Peppol 1. Pre-Awarding Procedures 2. Notices and documents favoring: Competition International access 3. Evaluation models of tenders Respecting directives Improving equity and transparency 4. Electronic contracting Web dissemination On-line access More effective and efficient decision-making Prof. Luís Valadares Tavares and Eng.António Aguiar Costa

29. CESUR Major Issues −How to provide information to any EU company (e.g., SME) below EU thresholds? −How to improve the taxonomy of goods, services and public works? −How to make the evaluation model of tenders more objective and explicit to improve transparency and equity? −How to automatize qualification and evaluation processes? −How to implement the procedures adopted by the Directives 17 and 18: Dynamic Acquisition Systems, Framework Agreements and Competitive Dialogue? Prof. Luís Valadares Tavares and Eng.António Aguiar Costa