Til startsiden
EDF Guidance paper
On the
IMPLEMENTATION OF EU PUBLIC PROCUREMENT DIRECTIVES
DOC
EDF 04/09
Table of
content
I.2 Public
procurement affects people with disabilities..................................
4
I.3 New EU
public procurement directives: their impact at national level....
5
II. Key
elements of the directive from a DISABILITY perspective.....................
7
III.
Description of main provisions and recommendations for actions..............
7
III.1
Accessibility provisions in technical specifications of tenders...............
9
III.2
Conditions for the performance of a contract.........................................
10
III.3
Employment Rights, conditions and protection......................................
12
III.5
Supported employment workplaces........................................................
15
Excerpts from
relevant articles in the Directives..........................................
19
>
Conditions for the performance of a contract........................................
20
> Criteria
for awarding Contracts...............................................................
23
> Supported
employment workplaces.......................................................
24
List of
authorities responsible for implementation in THE Member States...
26
Public
procurement is the purchase of
goods, services and public works by governments and public utilities.
Local and regional authorities and public utilities
regularly purchase goods such as computers,
office equipment or public transport vehicles; services such as food catering or cleaning; and public works such as improvements to
the urban environment, installation of new public transport infrastructure or
construction of new buildings.
Public procurement has an important effect on the economy. In the EU in 2002, total public procurement transactions
accounted for about 16% of the European Union's GDP, equivalent to 1500 billion
Euros. Public procurement contracts play an important economic role in sectors
such as construction and public works, transport, energy, telecommunications,
and heavy industry.
Public procurement rules have direct impact on the daily lives of
European citizens. For example, public
procurement contracts effect:
·
public transport
·
infrastructure works
·
built environment
·
urban planning
·
services (in schools, hospitals, ministries…)
·
food distributed in school canteens
·
equipment (computers, furniture, etc) in public
offices
·
water supplies
·
waste treatment
Public
procurement rules relate to procedures for the award of public supply,
public service and public works contracts across the European Union and the
European Economic Area. Two new European Union directives adopted in 2004
change these rules.
Decisions to award public procurement contracts are taken by public authorities or entities responsible at local
or regional level for public purchases of products, services and works. These
decisions have a substantial impact on:
·
environment (including the built environment)
·
employment conditions
·
human rights in the local community and globally
·
health
·
social inclusion of disadvantaged or
discriminated groups such as people with disabilities
In all of these areas, public procurement decisions affect the
lives of people with disabilities across Europe.
Public
procurement legislation can either favour or limit sustainable development, since public procurement affects such an
important share of the market.
The
possibility to include requirements on accessibility for people with reduced
mobility and employment of disabled people can contribute to greater
sustainability and to changing practices both in the private and public sector.
It is more beneficial for industries to develop all of their products or
services according to requirements set out by public authorities, rather than
to issue two lines of products or services, one line that is accessible (that
meets the requirement of public authorities) and one line that is not
[1]
.
Neglecting these issues at the contracting stage of a project, often leads to
later additional costs for public authorities.
Public
authorities have a responsibility to ensure that all citizens can benefit from
their investments of public resources. Such investments should contribute to
healthy and environmentally sound communities which are accessible to all and
which have a high level of employment and social inclusion.
The European Union has just adopted two
directives revising European Public Procurement rules – A General Directive
combines public supplies, works and services (2004/18/EC), and the Utilities
Directive covers Energy (electricity, gas heat), water, transport (including
airports and harbours) and postal services (2004/17/EC)
[2]
.
These directives, which aim at ensuring
the development of an internal market and non discrimination of contractors
from other EU countries, as well as Norway, Iceland and Liechtenstein, must be
transposed and be applied in national or regional legislation, according to the
legislative system of powers in your country.
Public procurement frameworks vary from
country to country. Member States with a long standing procurement tradition
have developed their own legislative framework, which they will have to amend
in order to ensure consistency with EU legislation. Other countries will just
transpose as such EU rules as they are.
In theory, EU rules only relate to
contracts above a certain threshold
[3]
,
while in practice they do substantially influence national legislation. Also
the directives contain in Annex IV the name of all central public entities in
each Member States that will have to meet the requirements of the directive, in
addition to public authorities at all levels.
If a company feels EU rules have not
been respected or correctly transposed into national legislation, and has as a
result been excluded from a tender, it can challenge the decision. The European
Commission has on the basis of complaints brought cases to the European Court
of Justice or opened infringement procedures against a Member State, obliging
them to review the legislation.
The revised public procurement Directives offer scope for
contracting authorities to consider social and accessibility issues, and it is crucial that the public authorities at all levels and
Regional Assemblies positively implement these provisions as far as the new
rules allow.
Member
states have 21 months from the date of publication in the Official Journal (30 April 2004) to
implement Directives into national legislation i.e. by February 2006.
EDF has actively lobbied to strengthen the scope for consideration
of social, employment, and disability issues in the awarding of public
contracts.
In
the past, the scope for considering such objectives has been vague, leading to
a generation of court cases to clarify the rules.
The
results achieved in the current text have been obtained thanks to a partnership
among all stakeholders (environmental groups, trade unions, and social NGO’s,
for example). However, the campaign for a stronger text was met with fierce
resistance from the industrial sector, and with part of the political forces,
and of the European Commission.
It is now vital that these achievements are not undermined or
limited in scope at national level.
The
purpose of this guide is to give advice on the implementation of the two EU
directives within national or regional legislative frameworks. Your lobbying
efforts will ensure strong and effective national transposition of the EU
Public Procurement directives.
According
to new rules, social, and accessibility considerations can be included into the
different phases of the public procurement directives.
a) When drawing up a call
for tender, public authorities must identify a number of characteristics which
the product, work or service will have to meet. Rules and an outline of these
characteristics are specified in articles and annexes relating to technical
specifications of a tender.
In particular, the EU directives refer specifically to technical
specifications relating to accessibility
for disabled people and design for all requirements.
b) Public authorities can
also decide to impose contract performance conditions on the
company that wins a call for tender; these may range from environmental
requirements to the obligation to employ
a certain percentage of disabled people to do the job. These conditions
must be established in the call for tender.
c) Companies who do not
respect environmental or social legislation (such as non-discrimination
legislation) or who have been found guilty of fraud can be excluded.
d) The directives also
include rules on the possibility to reserve contracts for certain kinds
of companies, which benefit undertakings employing a majority of people with
disabilities.
e) Social considerations
such as employment of disabled people and accessibility can be taken into
account in the final choice of a tender: the award criteria. These must be
specified in the call for tender.
The following
section will examine the key provisions of the directives
[4]
and highlight main issues to be taken into account in the implementation
process at national level.
In the Annex
to this document you will find the full text of the articles referred to in
each section. The guide itself only highlights provisions directly relevant for
people with disabilities.
Social
considerations and accessibility provisions have been inserted in several
sections of the directives, covering the main phases of the procurement
procedure. Some of the provisions refer specifically to people with
disabilities, as a result of the active lobbying of EDF with the support of the
Spanish National Council.
Such inclusion
removes legal uncertainties in a number of areas, as public authorities wishing
to use such criteria could within the previous framework run the risk of being
challenged in Court.
Recommendations
(1) It is important that framework
provisions of the Directive are broadened and made more explicit in national
legislation.
(2) In many cases requirements provided for
in the EU Directives are not compulsory. Your organisation should lobby to have
clear obligations included in national or regional rules; otherwise
requirements such as accessibility criteria might be disregarded by public
entities managing the procurement procedure.
(3) A system of certification or a national
registry should be set up, as well as quality labels to ensure compliance with
some of the requirements (for instance accessibility provisions) or to prove
compliance with legislation in force (such as non discrimination provisions
and/or employment quotas).
Content
Accessibility
or design for all criteria for disabled persons can be included in the
definition of technical specifications (requirements) of a contract bid, as
established in article 23 and in Annex VI.
According to
the article, accessibility or design for
all criteria should be taken into account whenever possible.
Design for all
requirements and accessibility for disabled persons are also mentioned in Annex
VI which defines further the use of technical specifications.
Technical specifications may be also used as award criteria (when making
the final choice of a tenderer) as outlined in recital 46.
Further explanation on the inclusion of accessibility or design for all
criteria in technical specifications is included in Recital 29 which states
that these provisions should be clearly defined.
A company’s
technical and/or professional abilities in public works and public service
contracts will be assessed by considering, for example, the company’s past
contracts for works or services and measures used by the company to ensure
quality (Article 48).
As an
alternative to certification procedures, member States may draw an official
list of companies that meet the requirements (Article 52).
Recommendations
4. It is important that the reference to ‘whenever possible’ in provisions
regarding accessibility is interpreted in the broadest terms. Accessibility
requirements should be included in legislation as a general rule. Exceptions to
this rule should be restricted to precise cases. National legislation should
include clear guidelines on when public authorities should take accessibility
criteria into account.
5. It is critical that national
legislation includes a definition of
accessibility and design for all
criteria for people with disabilities for all relevant areas covered by the
directives (supplies such as ICT products, works such as buildings and built
environment, services including transport).
6. Whenever legislation at national or
regional level imposes obligations on accessibility (for the built environment,
products, services, etc.) we recommend including a cross reference to that legislation in the public procurement law.
7. A procedure for verifying the ability of a tenderer to perform the contract (with
regard to accessibility requirements) should be put in place.
Contract
performance conditions are specified in Recital 33, which includes a non
exhaustive list of social considerations. They may for instance be intended to promote on-site vocational training,
the employment of people experiencing particular difficulty in achieving
integration in the labour market, the fight against unemployment. It is also
possible to include requirements – which would be applicable during the
performance of the contract - to recruit long-term job-seekers or to implement
training measures for the unemployed or young persons, to comply in substance
with the provisions of the basic International Labour Organisation (ILO)
Conventions not implemented in national law, and to recruit more disabled
persons than are required under national legislation (in countries where quota
systems exist).
Recital 34 also
specifies that national legislation on employment, social security, health and
safety as well as collective agreements must be applied in the performance of a
contract. In cross border situations, the EU directive on posting of workers
will apply. The recital also clearly indicates that non compliance will lead to
the exclusion of the bidding company.
Recommendations
8. It is crucial that the possibility to
include employment of disabled people in contract performance conditions is codified in national (or regional)
legislation.
9. National legislation should include a non-exhaustive list of social
considerations (which can go beyond the list included in the EU
directives), as well as guidelines on the use of social considerations by
contracting authorities.
10. Measures for promoting employment or training for people with disabilities should be
included in the definition of possible social considerations.
11. A
system of control should be put in place, whereby companies are requested
to provide proof of employment or training provided.
Contracting
authorities may state in the contract documents, or be obliged to do so by a
Member State, the bodies for obtaining information
on obligations relating to employment protection and working conditions in
force in the place where the contract will be carried out. This ensures that companies from outside the
Member State who are bidding for the contract cannot claim they were not aware
of obligations under the Member State’s social legislation.
Bidding
companies have to indicate that they have taken account of these obligations (Article 27).
Various
articles in the Directives set out verification of suitability of participants
relating to criminal records, bankruptcy etc., and scope for exclusion,
(Articles 44-48).
In the case of abnormally low (price) tenders,
contracting authorities may request further information on employment
protection and working conditions in force at the place where the work, service
or supply is performed (Article 55).
Recommendations
12. National public procurement provisions
should include obligation for public
authorities to ask companies to indicate in their tendering documents how they
have taken into account key legislation in the area of employment
for people with disabilities. This should also include national legislation on
equal treatment and non discrimination in access to employment.
13. For countries where legislation on employment quotas is in place, it is
important that companies must be obliged to provide proof of compliance.
14. In the case of provisions for non
discrimination in access to employment, copy
of an action plan or measures developed by a company to ensure equal
treatment of candidates and employees should be requested by public
authorities.
The wording
“most economically advantageous from the point of view of the contracting
authority” must be read together with Recital 1 (see Annex) on social and
environmental case-law (including Nord
Pas de Calais case on long term unemployed, and Helsinki Bus case on community interest in reducing pollution).
Recital 1
bases the Directive on European Court of Justice case-law, which should be used
to clarify the scope for including environmental and/or social criteria in the
award of a contract.
Social
criteria shall be linked to the subject matter of the contract which means that
they must be objective and bring added value to the choice of the work, supply
and service.
Recital 46
states that contracting authorities may
use criteria aimed at meeting social requirements in response to the needs of
particularly disadvantaged groups of people to which those receiving/using the
works, supplies or services which are the object of the contract belong.
Disabled
people constitute around 10% of the population. This means that most supplies,
services, and works will be used by a person with disabilities.
Belgium has
already included social and ethical
criteria in the corresponding article on the award criteria of its
procurement legislation, as have a number of regions. Without explicit
reference in national or regional legislation to social and ethical criteria,
it will be very difficult for contracting authorities to apply such criteria.
Recommendations
15. It is extremely important that the
Belgian example is followed and that social and ethical criteria are included
in all national and regional public procurement legislation. Without explicit
reference in national or regional legislation to social and ethical criteria,
it will be very difficult for contracting authorities to apply such criteria.
16. It would be helpful to have a list of
examples to clarify what is meant by social considerations. The examples could
be identical to those identified for performance of contracts.
17. In order to ensure that accessibility and
other ‘social considerations’, such as employment of people with disabilities,
are considered as award criteria, we recommend that a link is made between provisions on award criteria and provisions on
technical specifications.
Content
Article 19
allows public authorities to reserve
tenders for supported employment
workplaces. (Article 19, recital 28,
and Annex VIIa).
This will give
contracting authorities the scope to support employment opportunities for
disabled people through sheltered or supported employment.
Sheltered
workshops and/or sheltered employment programmes where most of the employees
are disabled and cannot work under normal conditions can benefit from the
provisions of the article.
Recital 28
also specifies that public
authorities may request companies who win a bid to perform their contract in
the context of a sheltered employment contract.
If a public
authority decides to reserve a tender to sheltered workshops on sheltered
employment programmes, it must specify this in the contract notices.
There is in
fact no direct awarding to specific companies. On the contrary, supported
employment companies from across the EU must be able to compete for a tender. A
supported company from Belgium could compete for a contract in the UK or in
Poland for instance.
18. It is important to ensure that the
legislative framework adopted at national level enables and encourages public
authorities to make use of the possibility to reserve tenders for supported
employment. There are different ways to achieve this:
National
legislation can contain provisions obliging contracting authorities who reach a
certain number of contracts per year to reserve a percentage of their public
tenders to supported employment companies.
Another
option would be to establish a threshold in terms of overall budget to be
devoted to tendering for companies employing a majority of disabled persons.
A
system combining the two (percentage of overall number of contracts, and amount
thresholds) would also be possible.
National and
Regional Public Procurement Legislation should include:
Main
provisions
1 Explicit
transposition of Directive framework provisions in national legislation.
2 Obligatory rather than optional requirements such as accessibility criteria in national or regional rules.
3 Certification or a national registry with quality
labels to ensure companies’ compliance with accessibility provisions, non
discrimination legislation and employment quotas.
Technical
specifications
4. Obligatory
accessibility requirements with exceptions limited to precise cases.
(Article 23, Annex VI, Recital 46)
5. Definitions of accessibility and design for all criteria for people with
disabilities. (Recital 29)
6. References to existing national or regional legislation that imposes accessibility obligations.
7. Procedure
for verifying the ability of a tenderer to perform the contract (with
regard to accessibility requirements). (Article 48)
Contract
performance conditions
8. Possibility to include employment of disabled people in
contract performance conditions. (Article 26, Recital 33)
9. Non-exhaustive
list of social considerations as well as guidelines on the use of social considerations by contracting
authorities. (Article 26, Recital 33)
10. Measures for promoting employment or
training for people with disabilities in the definition of possible social considerations. (Article 26, Recital
33)
11. A
system of control whereby companies are requested to provide proof of
employment or training provided.
Employment
rights, conditions and protection
12. Obligation for public authorities to ask companies to indicate in tendering documents how
they have taken into account key legislation in the area of employment
for people with disabilities. (Article 27)
13. Obligation for companies to provide proof of
compliance in countries where legislation on employment quotas is in place. (Article 27)
14. Obligation for public authorities to request
copies of action plans or measures developed
by a company to ensure equal treatment of candidates and employees. (Article 27)
Award
of contracts
15. Social
and ethical criteria included in
all national and regional public procurement legislation. (Article 53, Recital
1, Recital 46)
16. A
list of examples to explicitly clarify what is meant by social considerations. (Article 53,
Recital 1, Recital 46)
17. A link between provisions on award criteria and provisions on technical
specifications to ensure that accessibility and other ‘social
considerations’ are considered as award
criteria. (Article 53, Recital 46, Article 23)
Supported
employment
18. Legislative
frameworks that enable and encourage public authorities to make use of the
possibility to reserve tenders for
supported employment. (Article 19, Recital 28, Annex VIIa)
Excerpts from relevant articles in the Directives
[6]
Recital 29
(Recital 42)
Contracting
authorities should, whenever possible, lay down technical specifications so as
to take into account accessibility criteria for people with disabilities or
design for all users. The technical
specifications should be clearly indicated, so that all tenderers know what the
requirements established by the contracting authority cover.”
Article
23 (Article 34)
Technical specifications
1. The technical
specifications as defined in point 1 of Annex VI shall be set out in the
contract documentation, such as contract notices, contract documents or
additional documents. Whenever possible these technical
specifications should be defined so as to take into account accessibility
criteria for people with disabilities or design for all users. (…) 3. Without
prejudice to mandatory national technical rules, to the extent that they are
compatible with Community law, the technical specifications shall be
formulated:
ANNEX VI (Annex
XXI) (b) "technical specification", in the case of public
supply or service contracts, means a specification in a document defining the
required characteristics of a product or a service, such as quality levels, environmental performance levels, design for all requirements (including
accessibility for disabled persons) and conformity assessment, performance,
use of the product, safety or dimensions, including requirements relevant to
the product as regards the name under which the product is sold, terminology,
symbols, testing and test methods, packaging, marking and labelling, user
instructions, production processes and methods and conformity assessment
procedures; (…)
Article 26 (Article 38)
Recital 34 (Recital 45)
The laws, regulations and collective agreements, at
both national and Community level, which are in force in the areas of
employment conditions and safety at work apply during performance of a public
contract, providing that such rules, and their
application, comply with Community law. In cross-border situations, where
workers from one Member State provide services in another Member State for the
purpose of performing a public contract, Directive 96/71/EC of the European
Parliament and of the Council of 16 December 1996 concerning the posting of
workers in the framework of the provision of services (11) lays down the
minimum conditions which must be observed by the host country in respect of
such posted workers. If national law contains provisions to this effect,
non-compliance with those obligations may be considered to be grave misconduct
or an offence concerning the professional conduct of the economic operator
concerned, liable to lead to the exclusion of that economic operator from the
procedure for the award of a public contract.
Recital 43 (Recital 54)
(…)
Non-observance
of national provisions implementing the Council Directives 2000/78/EC and
76/207/EEC concerning equal treatment of workers, which has been the subject of
a final judgment or a decision having equivalent effect may be considered an
offence concerning the professional conduct of the economic operator concerned
or grave misconduct.
Article 27 (Article 39)
Article 48
Technical and/or
professional ability
(…)
Article 52
(…) This Directive is based on Court of Justice case-law, in
particular case-law on award criteria, which clarifies the possibilities for
the contracting authorities to meet the needs of the public concerned, including in the environmental and/or social area, provided that such
criteria are linked to the subject-matter of the contract, do not confer an
unrestricted freedom of choice on the contracting authority, are expressly
mentioned and comply with the fundamental principles mentioned in recital 2.
Recital 46 (Recital 55)
Contracts should
be awarded on the basis of objective criteria which ensure compliance with the
principles of transparency, non-discrimination and equal treatment and which
guarantee that tenders are assessed in conditions of effective competition….. a contracting authority may use criteria
aiming to meet social requirements, in response in particular to the needs -
defined in the specifications of the contract - of particularly disadvantaged
groups of people to which those receiving/using the works, supplies or
services which are the object of the contract belong. (…) Where the
contracting authorities choose to award a contract to the most economically
advantageous tender, they shall assess the tenders in order to determine which
one offers the best value for money. In order to do this, they shall determine
the economic and quality criteria which, taken as a whole, must make it
possible to determine the most economically advantageous tender for the
contracting authority. The determination of these criteria depends on the
object of the contract since they must allow the level of performance offered
by each tender to be assessed in the light of the object of the contract, as defined in the technical specifications and the value for money of each tender to be measured.
Article
53 (Article 55)
Recital 28 (Recital 39)
Employment and
occupation are key elements in guaranteeing equal opportunities for all and
contribute to integration in society. In this context, sheltered workshops and
sheltered employment programmes contribute efficiently towards the integration
or reintegration of people with disabilities in the labour market. However,
such workshops might not be able to obtain contracts under normal conditions of
competition. Consequently, it is appropriate to provide that Member States may
reserve the right to participate in award procedures for public contracts to
such workshops or reserve performance of
contracts to the context of sheltered employment programmes
Article 19 (Article 28)
ANNEX VII A
(Annex XVIII) (…)
Austria:
Federal Ministry
for Economic Affairs (Bundesministerium für wirtschaftliche Angelegenheiten)
Stubenring 2
1011 Wien
Tel: +43 1 711000
Fax: +43 1 713 80 14
Belgium:
Ministère Economie, PME, Classes
Moyennes Energie
Chancellerie du Premier Ministre, 16
rue de la Loi, 1000 Brussels (tel. 501 02 11 or 501 04 17).
Cyprus :
Treasury of the Republic of Cyprus
Mr Kountouris, skountouris@treasury.gov.cy
Tel. +357 22 602 265
Czech Republic:
Mr. Jan Krofta
Denmark :
Ministry of Economic and Business Affairs
Slotsholmsgade 10-12
DK-1216 Copenhagen K
Fax: +45 33 12 37 78
Tel: +45 33 92 33 50
Estonia:
Ministry of Finance
State Aid and Public Procurement Division
Aime Vosu, head of Division
Tel. +372 611 3215
Mr. Veisko Vase
Chief Specialist
Tel. +372 611 3252
Fax +372 696 6810
1, Suur-Ameerika 15006 Tallinn
Ministère de l’Economie, des finances et de l’industrie
6, rue Louise Weiss
75703 Paris Cedex 13
Tel: +33 1 4004 0404
Fax: +33 1 5318 9715
Finland :
Kauppa-ja teollisuusministeriö
(Ministry of Trade and Industry), Aleksanterinkatu 4 FIN-00170 Helsinki
Ministry for Foreign Affairs Tel: +358 9 1605
6306 Germany:
Bundesministerium
für Wirtschaft und Technologie, Scharnhorststraße 36 D – 10115 Berlin Telephone
00 49 30 20 14 9
Telefax 00 49 30
20 14 10
e-mail
poststelleza5info@bmwi.bund.de
internet
http://intranet.bmwi.ivbb.bund.de
Greece:
Ministry for Economy and Finance
Nikis 5 -7, Athens
Tel: +30 10
3221511 / +30 10 3244924
Fax: +30 10
3332609
Ministry of
Environment and Public Works (Department of Public Works) 182 Harilaou Trikoupi
St, Athens
Hungary:
Ireland:
Ministry of Enterprise, Trade and Employment
Tel: +353 1631 2172
Fax: +353 1631
3265
Italy:
Ministero dei
Lavori Pubblici, Piazza Porta Pia,
Rome
Tel: 06 44121
Dipartimento per
le Politiche comunitarie
Latvia :
Mr. Edvins Parups, Deputy Head of the Procurement
Supervision Bureau of Latvia
Eksporta iela 6, Riga, LV-1010, Latvia
Tel. +371- 7326701
Lithuania:
Mrs
Birute Maciunskiene
Ministry of Economy
Tel
+370 5 262 9696.
Luxembourg:
Ministère des Travaux Publics
L- 2940
Tel: +352 462709
Fax: +352 4783306
Annette.thill-stoffel@tp.etat.lu
Malta :
Mr. Dennis
Attard: dennis.attard @gov.mt
Mr. Oreste
Cassar: oreste.cassar@gov.mt
The
Netherlands :
Ministerie van
Economische Zaken
Bezuidenhoutseweg
30
2594 AV Den Haag
Postbus 20101
Tel: 070 379 89 11
Fax: 070 347 40
81
Poland:
Portugal:
Ministry of
Equipment, Planning and Territorial Administration Rua de São Mamede ao Caldas
21, 1100 Lisboa,
Tel: 01 886
1119, Fax: 01 886 7622
Ministry of Finance
Avenida Infante d. Henrique 1
1149-009 Lisboa
Tel: +351 21 881 68 00
Fax: +351 21 881 68 62
Slovakia:
Slovenia:
Mr Andrej Dolinsek,
Head of Department for Public Procurement and Concessions Ministry of
Finance Trzaska 19a 1000 Ljubljana Slovenia
e-mail: andrej.dolinsek@gov.si
Spain:
Junta
Consultiva de Contratación Administrativa Ministerio de Economia y Hacienda
c/ Velazquez
no 50, 29001 Madrid
Sweden:
Finansdepartement,
Regeringskansliet
103 33 Stockholm
Tel: + 46 8 405 16 17
Fax: + 46 8 10 64 12
United
Kingdom:
HM Treasury,
Procurement Policy, Allington Towers
19 Allington
Street
London SW1E 5EB
Tel: 0171 270
1648, Fax: 0171 270 1653
I.
Introduction
I.1 What is public procurement?
I.2 Public procurement affects people
with disabilities
I.3 New EU public procurement
directives: their impact at national level
I.4 Why you need to act
II. Key elements of the directive from
a DISABILITY perspective
III.
Description of main provisions and recommendations for actions
III.1 Accessibility provisions in
technical specifications of tenders
III.2
Conditions for the performance of a contract
III.3
Employment Rights, conditions and protection
III.4 Awarding Contracts
III.5 Supported employment workplaces
Recommendations
Summary of
Recommendations
[5]
ANNEX I
> Technical Specifications or requirements to be included in tenders
(a) either by reference to technical specifications defined in Annex VI and, in
order of preference, to national standards transposing European standards,
European technical approvals, common technical specifications, international
standards, other technical reference systems established by the European
standardisation bodies or - when these do not exist - to national standards,
national technical approvals or national technical specifications relating to
the design, calculation and execution of the works and use of the products.
Each reference shall be accompanied by the words "or equivalent";
(b) or in terms of performance or functional requirements; the latter may
include environmental characteristics. (…)
DEFINITION OF CERTAIN TECHNICAL SPECIFICATIONS
For the purposes of this Directive: (a)
"technical specification", in the case of public works contracts,
means the totality of the technical prescriptions contained in particular in
the tender documents, defining the characteristics required of a material,
product or supply, which permits a material, a product or a supply to be
described in a manner such that it fulfils the use for which it is intended by
the contracting authority. These characteristics shall include levels of
environmental performance, design for
all requirements (including accessibility for disabled persons) and
conformity assessment, performance, safety or dimensions, including the
procedures concerning quality assurance, terminology, symbols, testing and test
methods, packaging, marking and labelling and production processes and methods.
They shall also include rules relating to design and costing, the test,
inspection and acceptance conditions for works and methods or techniques of
construction and all other technical conditions which the contracting authority
is in a position to prescribe, under general or specific regulations, in
relation to the finished works and to the materials or parts which they
involve;> Conditions for the performance of a contract
Conditions for performance of contracts
Contracting authorities may lay down special conditions relating to the
performance of a contract, provided that these are compatible with Community
law and are indicated in the contract notice or in the specifications. The
conditions governing the performance of a contract may, in particular, concern
social and environmental considerations.
> Employment and Environmental Rights, conditions and protections
Obligations relating to taxes,
environmental protection, employment
protection provisions and working conditions
1. A contracting authority may state in the contract documents, or be obliged
by a Member State so to state, the body or bodies from which a candidate or
tenderer may obtain the appropriate information on the obligations relating to
… employment protection provisions and to the working conditions which are in force
in the Member State, region or locality in which the works are to be carried
out or services are to be provided and which shall be applicable to the works
carried out on site or to the services provided during the performance of the
contract.
2. A contracting authority which supplies the information referred to in
paragraph 1 shall request the tenderers or candidates in the contract award
procedure to indicate that they have taken account, when drawing up their
tender, of the obligations relating to employment protection provisions and the
working conditions which are in force in the place where the works are to be
carried out or the service is to be provided.
The first subparagraph shall be without prejudice to the application of the
provisions of Article 55 concerning the examination of abnormally low tenders.
1. The technical and/or professional abilities of the economic operators shall
be assessed and examined in accordance with paragraphs 2 and 3.
2. Evidence of the economic operators' technical abilities may be furnished by
one or more of the following means according to the nature, quantity or
importance, and use of the works, supplies or services:
Official lists of approved economic operators and certification by bodies
established under public or private law
1. Member States may introduce either official lists of approved contractors,
suppliers or service providers or certification by certification bodies
established in public or private law (…)> Criteria for awarding Contracts
In order to guarantee equal treatment, the criteria for the award of the
contract should enable tenders to be compared and assessed objectively. If
these conditions are fulfilled, economic
and qualitative criteria for the award of the contract, such as meeting
environmental requirements, may enable the contracting authority to meet the
needs of the public concerned, as expressed in the specifications of the
contract.
Contract award criteria
1. Without prejudice to national laws, regulations or administrative provisions
concerning the remuneration of certain services, the criteria on which the
contracting authorities shall base the award of public contracts shall be
either:
(a) when the award is made to the tender most economically advantageous from
the point of view of the contracting authority, various criteria linked to the
subject-matter of the public contract in question, for example, quality, price,
technical merit, aesthetic and functional characteristics, environmental
characteristics, running costs, cost-effectiveness, after-sales service and
technical assistance, delivery date and delivery period or period of
completion, or
(b) the lowest price only.
2. Without prejudice to the provisions of the third subparagraph, in the case
referred to in paragraph 1(a) the contracting authority shall specify in the
contract notice or in the contract documents or, in the case of a competitive
dialogue, in the descriptive document, the relative weighting which it gives to
each of the criteria chosen to determine the most economically advantageous
tender.
Those weightings can be expressed by providing for a range with an appropriate
maximum spread
Where, in the opinion of the contracting authority, weighting is not possible
for demonstrable reasons, the contracting authority shall indicate in the
contract notice or contract documents or, in the case of a competitive dialogue,
in the descriptive document, the criteria in descending order of importance
> Supported employment workplaces
Reserved contracts
Member States may reserve the right to participate in public contract award
procedures to sheltered workshops or provide for such contracts to be performed in the context of sheltered employment programmes where most
of the employees concerned are handicapped persons who, by reason of the
nature or the seriousness of their disabilities, cannot carry on occupations
under normal conditions.
The contract notice shall make reference to this provision.
INFORMATION WHICH MUST BE INCLUDED IN PUBLIC CONTRACT NOTICES
Open and restricted procedures, competitive dialogues, procedures, negotiated
procedures:
2. Where appropriate, indicate whether the public contract is
restricted to sheltered workshops, or whether its execution is restricted to
the framework of protected job programmes.
ANNEX II
List of authorities responsible
for implementation in THE Member States
Department of public investment - Ministry for regional development
e-mail: krojan@mmr.cz
phone: ++420234154305
Mr. David Dvořák
Department of European and international law - Ministry for regional
development
e-mail: dvodav@mmr.cz
phone: ++420224861183
Merikasarmi, Laivastokatu 22 A,
FIN-00160 Helsinki
PO Box 176, FIN-00161 HELSINKI, Finland
Fax: +358 9 1605 5358
jari.vilen@formin.fi
Via del Giardino Teodoli, 66
00186 ROMA
Tel: +39 0667791
Fax: +39 0667795342