1. e-procurement in the EU: Impulse from the Commission
Julia Ferger European Commission Public 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. Effective e-procurement
General framework
Economic
Political
Legal
Effective
e-procurement
Organisational
Technical

4. 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 FOR: Communicating and receiving offers electronically
FLEXIBLE TECHNOLOGY NEUTRAL FRAMEWORK

5. Scope of EU procurement rules
Tender
Notification
Contract specification
Bidding Receipt of offers
Offer evaluation
Contract award
Choice of
tender procedure
Thresholds/
Rules of aggregation
Shortened
delays for
online notices
New models
for Publication
in OJEU
E- access
to tender
documents
Online bidding
(e-auctions)
Data integrity
Confidentiality
Non-
discrimination
Authentication
Automated
Selection
and Award
Electronic Purchasing Methods
Contracting Ordering
Monitoring
of Contract
Billing
Outside the scope
of EU procurement Directives
E-commerce Directive
Electronic Signature
E-invoicing Data protection

6. 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

7. Timetable May 2000 LEGISLATIVE PACKAGE PROPOSED BY THE COMMISSION
- CLASSIC DIRECTIVE (SUPPLIES, SERVICES, WORKS)
- UTILITIES DIRECTIVE
Feb FINAL ADOPTION OF THE LEGISLATIVE PACKAGE
Apr 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)

8. 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

9. 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 problems D. Study feasibility of EU wide compliance certification scheme
Detect and address interoperability problems over time

10. 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 statistics Increase competitiveness of public procurement markets
Cut red tape, increase transparency, standardise documents and exchanges, promote awareness and access for SMEs

11. 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 cooperation with MDBs and in technical assistance to third countries

12. 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

13. 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

14. 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

15. 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

16. 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

17. At a glimpse ... Secondary Navigation (following ad-hoc user request)
Primary Navigation
(following guided tour –
links/buttons highlighted in red)
Explanation of user’s intention
(when following guided tour)
Explanatory Bar
GUI simulating a fully functional eProcurement system

18. 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

19. What Next? Action Plan IDA continued under IDABC 2005-2009
Interpretative Document
IDA continued under IDABC
Proposal by the Commission
Proposals by Member States

20. Conclusion Political commitment Legal framework Organisation
Technical aspects
Economic aspects

21. Information IDA/IDABC e-procurement Action Plan on e-procurement:
Europa e-procurement pages:
IDA/IDABC e-procurement

22. THANK YOU Contacts Action Plan: Julia.Ferger@cec.eu.int
CPV:
IDA/IDABC: